BP
TSLA icon

BWM Planning’s Tesla TSLA Stock Holding History

BWM Planning’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 		$750K Buy
1,783
+28
+2% +$11.1K 0.17% 57
2026
Q1 		$652K Hold
1,755
– – 0.17% 55
2025
Q4 		$789K Buy
1,755
+8
+0.5% +$3.55K 0.21% 54
2025
Q3 		$777K Buy
1,747
+117
+7% +$40.6K 0.23% 50
2025
Q2 		$518K Buy
1,630
+20
+1% +$6.03K 0.18% 55
2025
Q1 		$417K Buy
1,610
+22
+1% +$7.33K 0.18% 58
2024
Q4 		$641K Sell
1,588
-61
-4% -$19.6K 0.28% 51
2024
Q3 		$431K Buy
+1,649
New +$376K 0.19% 59

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

BWM Planning's TSLA Position: Q2 2026 in Review

BWM Planning increased its Tesla (TSLA) stake by 1.6% in Q2 2026, buying an estimated $11.1K and bringing the position to 1,783 shares worth $750K. The position accounts for 0.17% of the portfolio, ranked #57.

BWM Planning first reported a position in TSLA in Q3 2024 and has held it in 8 quarters since. The position peaked at $789K in Q4 2025. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • BWM Planning held 1,783 shares of Tesla worth $750K as of Q2 2026.
  • BWM Planning bought 28 Tesla shares in Q2 2026, an estimated $11.1K.
  • Tesla made up 0.17% of BWM Planning's portfolio in Q2 2026, its #57 holding.
  • BWM Planning first reported a position in Tesla in Q3 2024 and has held it in 8 quarters since.
  • BWM Planning's Tesla position peaked at $789K in Q4 2025.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on BWM Planning's 13F filing for Q2 2026, filed 23 Jul 2026.