Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Tesla TSLA Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$154M Buy
413,279
+23,773
+6% +$9.79M 0.4% 49
2025
Q4 		$175M Buy
389,506
+14,963
+4% +$6.63M 0.47% 38
2025
Q3 		$167M Buy
374,543
+22,757
+6% +$7.89M 0.5% 41
2025
Q2 		$112M Buy
351,786
+11,398
+3% +$3.43M 0.39% 51
2025
Q1 		$88.2M Buy
340,388
+23,349
+7% +$7.78M 0.35% 57
2024
Q4 		$128M Buy
317,039
+10,316
+3% +$3.32M 0.53% 38
2024
Q3 		$80.2M Buy
306,723
+505
+0.2% +$115K 0.35% 51
2024
Q2 		$60.6M Buy
306,218
+22,332
+8% +$3.9M 0.29% 65
2024
Q1 		$49.9M Buy
283,886
+93,331
+49% +$18.2M 0.24% 81
2023
Q4 		$47.3M Buy
190,555
+43,815
+30% +$10.4M 0.25% 80
2023
Q3 		$36.7M Buy
146,740
+18,462
+14% +$4.74M 0.23% 83
2023
Q2 		$33.6M Buy
128,278
+4,476
+4% +$895K 0.21% 89
2023
Q1 		$25.7M Buy
123,802
+22,123
+22% +$3.86M 0.17% 122
2022
Q4 		$12.5M Buy
101,679
+21,713
+27% +$4.11M 0.09% 177
2022
Q3 		$21.2M Sell
79,966
-5,090
-6% -$1.42M 0.17% 121
2022
Q2 		$19.1M Buy
85,056
+25,422
+43% +$6.94M 0.15% 132
2022
Q1 		$21.4M Buy
59,634
+17,046
+40% +$5.31M 0.15% 137
2021
Q4 		$15M Buy
+42,588
New +$14.3M 0.11% 177
2021
Q2 		$6.13M Hold
27,066
– – 0.05% 262
2021
Q1 		$6.13M Hold
27,066
– – 0.05% 262
2020
Q4 		$6.13M Hold
27,066
– – 0.05% 262
2020
Q3 		$6.13M Sell
27,066
-108,264
-80% -$12.8M 0.05% 262
2020
Q2 		$6.13M Hold
135,330
– – 0.05% 262
2020
Q1 		$6.13M Hold
135,330
– – 0.05% 262
2019
Q4 		$6.13M Hold
135,330
– – 0.05% 262
2019
Q3 		$6.13M Hold
135,330
– – 0.05% 262
2019
Q2 		$6.13M Hold
135,330
– – 0.05% 262
2019
Q1 		$6.13M Buy
135,330
+74,055
+121% +$1.49M 0.05% 262
2018
Q4 		$1.36M Buy
61,275
+4,770
+8% +$103K 0.03% 327
2018
Q3 		$997K Sell
56,505
-405
-0.7% -$8.44K 0.03% 317
2018
Q2 		$1.3M Buy
56,910
+53,985
+1,846% +$1.1M 0.04% 251
2018
Q1 		$52K Hold
2,925
– – ﹤0.01% 548
2017
Q4 		$61K Hold
2,925
– – ﹤0.01% 502
2017
Q3 		$67K Sell
2,925
-210
-7% -$4.84K ﹤0.01% 470
2017
Q2 		$76K Buy
3,135
+2,910
+1,293% +$64.1K ﹤0.01% 418
2017
Q1 		$4K Sell
225
-2,790
-93% -$47.2K ﹤0.01% 910
2016
Q4 		$43K Buy
3,015
+15
+0.5% +$197 ﹤0.01% 471
2016
Q3 		$41K Hold
3,000
– – ﹤0.01% 444
2016
Q2 		$42K Buy
3,000
+1,500
+100% +$22.7K ﹤0.01% 390
2016
Q1 		$23K Hold
1,500
– – ﹤0.01% 427
2015
Q4 		$24K Hold
1,500
– – ﹤0.01% 382
2015
Q3 		$25K Buy
+1,500
New +$25.5K ﹤0.01% 348

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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 $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TSLA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Tesla (TSLA) stake by 6.1% in Q1 2026, buying an estimated $9.79M and bringing the position to 413,279 shares worth $154M. The position accounts for 0.4% of the portfolio, ranked #49.

Carson Wealth (CWM LLC) first reported a position in TSLA in Q3 2015 and has held it in 42 quarters since. The position peaked at $175M in Q4 2025. 4,189 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 413,279 shares of Tesla worth $154M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 23,773 Tesla shares in Q1 2026, an estimated $9.79M.
  • Tesla made up 0.4% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #49 holding.
  • Carson Wealth (CWM LLC) first reported a position in Tesla in Q3 2015 and has held it in 42 quarters since.
  • Carson Wealth (CWM LLC)'s Tesla position peaked at $175M in Q4 2025.
  • 4,189 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.