Buckley Wealth Management’s Tesla TSLA Stock Holding History

Buckley Wealth 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	$1.4M	Sell	3,337 -11	-0.3%	-$4.38K	0.35%	56
2026 Q1	$1.24M	Hold	3,348	–	–	0.32%	63
2025 Q4	$1.51M	Buy	3,348 +19	+0.6%	+$8.42K	0.4%	43
2025 Q3	$1.48M	Hold	3,329	–	–	0.41%	44
2025 Q2	$1.06M	Hold	3,329	–	–	0.32%	60
2025 Q1	$863K	Buy	3,329 +20	+0.6%	+$6.67K	0.27%	64
2024 Q4	$1.34M	Sell	3,309 -250	-7%	-$80.4K	0.41%	46
2024 Q3	$931K	Hold	3,559	–	–	0.29%	64
2024 Q2	$704K	Hold	3,559	–	–	0.22%	69
2024 Q1	$626K	Buy	3,559 +100	+3%	+$19.5K	0.2%	76
2023 Q4	$859K	Hold	3,459	–	–	0.3%	64
2023 Q3	$866K	Hold	3,459	–	–	0.32%	58
2023 Q2	$905K	Hold	3,459	–	–	0.31%	59
2023 Q1	$718K	Sell	3,459 -30	-0.9%	-$5.23K	0.26%	67
2022 Q4	$430K	Buy	3,489 +30	+0.9%	+$5.68K	0.16%	87
2022 Q3	$917K	Sell	3,459 -3	-0.1%	-$838	0.34%	50
2022 Q2	$777K	Buy	3,462 +21	+0.6%	+$5.73K	0.25%	73
2022 Q1	$1.24M	Buy	3,441 +144	+4%	+$44.9K	0.33%	55
2021 Q4	$1.16M	Buy	3,297 +153	+5%	+$51.3K	0.34%	53
2021 Q3	$813K	Hold	3,144	–	–	0.26%	65
2021 Q2	$712K	Buy	3,144 +105	+3%	+$22.8K	0.24%	71
2021 Q1	$677K	Buy	3,039 +159	+6%	+$39.9K	0.25%	69
2020 Q4	$677K	Buy	+2,880	New	+$491K	0.28%	63

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Buckley Wealth Management's TSLA Position: Q2 2026 in Review

Buckley Wealth Management reduced its Tesla (TSLA) stake by 0.33% in Q2 2026, selling an estimated $4.38K and leaving 3,337 shares worth $1.4M. The position accounts for 0.35% of the portfolio, ranked #56.

Buckley Wealth Management first reported a position in TSLA in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.51M in Q4 2025. 4,268 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Buckley Wealth Management held 3,337 shares of Tesla worth $1.4M as of Q2 2026.
Buckley Wealth Management sold 11 Tesla shares in Q2 2026, an estimated $4.38K.
Tesla made up 0.35% of Buckley Wealth Management's portfolio in Q2 2026, its #56 holding.
Buckley Wealth Management first reported a position in Tesla in Q4 2020 and has held it in 23 quarters since.
Buckley Wealth Management's Tesla position peaked at $1.51M in Q4 2025.
4,268 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Buckley Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.