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Boltwood Capital Management’s Tesla TSLA Stock Holding History

Boltwood Capital Management’s Portfolio TSLA Stock Details TSLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.17M Buy
2,782
+537
+24% +$214K 0.27% 81
2026
Q1 		$835K Buy
2,245
+125
+6% +$51.5K 0.21% 95
2025
Q4 		$953K Buy
2,120
+25
+1% +$11.1K 0.25% 87
2025
Q3 		$932K Buy
2,095
+95
+5% +$32.9K 0.25% 87
2025
Q2 		$635K Buy
2,000
+40
+2% +$12.1K 0.18% 108
2025
Q1 		$508K Buy
1,960
+40
+2% +$13.3K 0.15% 119
2024
Q4 		$775K Hold
1,920
– – 0.24% 89
2024
Q3 		$502K Buy
1,920
+75
+4% +$17.1K 0.15% 115
2024
Q2 		$365K Sell
1,845
-25
-1% -$4.37K 0.11% 133
2024
Q1 		$329K Buy
1,870
+150
+9% +$29.3K 0.1% 140
2023
Q4 		$427K Buy
1,720
+95
+6% +$22.6K 0.14% 120
2023
Q3 		$407K Buy
1,625
+100
+7% +$25.7K 0.15% 113
2023
Q2 		$399K Buy
1,525
+100
+7% +$20K 0.14% 118
2023
Q1 		$296K Buy
+1,425
New +$249K 0.11% 136
2022
Q4 		– Sell
-1,125
Closed -$298K – 150
2022
Q3 		$298K Hold
1,125
– – 0.14% 123
2022
Q2 		$253K Hold
1,125
– – 0.11% 137
2022
Q1 		$404K Hold
1,125
– – 0.16% 122
2021
Q4 		$396K Hold
1,125
– – 0.15% 120
2021
Q3 		$291K Hold
1,125
– – 0.12% 134
2021
Q2 		$255K Hold
1,125
– – 0.11% 141
2021
Q1 		$250K Sell
1,125
-750
-40% -$188K 0.11% 138
2020
Q4 		$441K Hold
1,875
– – 0.21% 106
2020
Q3 		$268K Buy
+1,875
New +$221K 0.15% 126

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Boltwood Capital Management's TSLA Position: Q2 2026 in Review

Boltwood Capital Management increased its Tesla (TSLA) stake by 24% in Q2 2026, buying an estimated $214K and bringing the position to 2,782 shares worth $1.17M. The position accounts for 0.27% of the portfolio, ranked #81.

Boltwood Capital Management first reported a position in TSLA in Q3 2020 and has held it in 23 quarters since. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Boltwood Capital Management held 2,782 shares of Tesla worth $1.17M as of Q2 2026.
  • Boltwood Capital Management bought 537 Tesla shares in Q2 2026, an estimated $214K.
  • Tesla made up 0.27% of Boltwood Capital Management's portfolio in Q2 2026, its #81 holding.
  • Boltwood Capital Management first reported a position in Tesla in Q3 2020 and has held it in 23 quarters since.
  • 4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.