Carson Wealth (CWM LLC)
TSLA icon

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 		$37 Buy
+500
New +$206K ﹤0.01% 5614

Other funds holding TSLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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. 4,177 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.
  • 4,177 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.