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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
Q3 		$1.11M Buy
3,119
+337
+12% +$121K 0.25% 87
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $314M AUM 9.99% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Boltwood Capital Management's TSLA Position: Q3 2026 in Review

Boltwood Capital Management increased its Tesla (TSLA) stake by 12% in Q3 2026, buying an estimated $121K and bringing the position to 3,119 shares worth $1.11M. The position accounts for 0.25% of the portfolio, ranked #87.

Boltwood Capital Management first reported a position in TSLA in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.17M in Q2 2026. 230 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Boltwood Capital Management held 3,119 shares of Tesla worth $1.11M as of Q3 2026.
  • Boltwood Capital Management bought 337 Tesla shares in Q3 2026, an estimated $121K.
  • Tesla made up 0.25% of Boltwood Capital Management's portfolio in Q3 2026, its #87 holding.
  • Boltwood Capital Management first reported a position in Tesla in Q3 2020 and has held it in 24 quarters since.
  • Boltwood Capital Management's Tesla position peaked at $1.17M in Q2 2026.
  • 230 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Boltwood Capital Management's 13F filing for Q3 2026, filed 2 Oct 2026.