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CFM Wealth Partners’s Tesla TSLA Stock Holding History

CFM Wealth Partners’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 		$2.11M Buy
5,007
+170
+4% +$67.6K 0.27% 65
2026
Q1 		$1.8M Buy
4,837
+70
+1% +$28.8K 0.27% 61
2025
Q4 		$2.14M Buy
4,767
+145
+3% +$64.3K 0.31% 57
2025
Q3 		$2.06M Sell
4,622
-2,324
-33% -$806K 0.3% 57
2025
Q2 		$2.21M Sell
6,946
-409
-6% -$123K 0.35% 53
2025
Q1 		$1.91M Sell
7,355
-44
-0.6% -$14.7K 0.34% 56
2024
Q4 		$2.99M Buy
7,399
+211
+3% +$67.9K 0.5% 46
2024
Q3 		$1.88M Sell
7,188
-691
-9% -$158K 0.33% 59
2024
Q2 		$1.56M Buy
7,879
+162
+2% +$28.3K 0.29% 67
2024
Q1 		$1.36M Sell
7,717
-261
-3% -$51K 0.27% 69
2023
Q4 		$1.98M Sell
7,978
-198
-2% -$47.1K 0.45% 57
2023
Q3 		$2.05M Buy
8,176
+2,405
+42% +$618K 0.54% 49
2023
Q2 		$1.51M Sell
5,771
-325
-5% -$65K 0.37% 63
2023
Q1 		$1.26M Buy
6,096
+606
+11% +$106K 0.34% 68
2022
Q4 		$676K Sell
5,490
-317
-5% -$60K 0.2% 90
2022
Q3 		$1.54M Buy
5,807
+155
+3% +$43.3K 0.49% 53
2022
Q2 		$1.27M Sell
5,652
-141
-2% -$38.5K 0.38% 66
2022
Q1 		$2.08M Buy
5,793
+1,176
+25% +$366K 0.5% 52
2021
Q4 		$1.85M Buy
4,617
+246
+6% +$82.5K 0.41% 58
2021
Q3 		$1.13M Sell
4,371
-150
-3% -$35.3K 0.28% 71
2021
Q2 		$1.02M Sell
4,521
-72
-2% -$15.6K 0.27% 77
2021
Q1 		$1.02M Sell
4,593
-192
-4% -$48.2K 0.31% 73
2020
Q4 		$1.13M Sell
4,785
-195
-4% -$33.3K 0.36% 62
2020
Q3 		$712K Buy
4,980
+195
+4% +$23K 0.26% 72
2020
Q2 		$344K Sell
4,785
-645
-12% -$34.9K 0.13% 104
2020
Q1 		$190K Buy
5,430
+975
+22% +$40.4K 0.09% 128
2019
Q4 		$153K Buy
+4,455
New +$96.6K 0.06% 167

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

CFM Wealth Partners's TSLA Position: Q2 2026 in Review

CFM Wealth Partners increased its Tesla (TSLA) stake by 3.5% in Q2 2026, buying an estimated $67.6K and bringing the position to 5,007 shares worth $2.11M. The position accounts for 0.27% of the portfolio, ranked #65.

CFM Wealth Partners first reported a position in TSLA in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.99M in Q4 2024. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • CFM Wealth Partners held 5,007 shares of Tesla worth $2.11M as of Q2 2026.
  • CFM Wealth Partners bought 170 Tesla shares in Q2 2026, an estimated $67.6K.
  • Tesla made up 0.27% of CFM Wealth Partners's portfolio in Q2 2026, its #65 holding.
  • CFM Wealth Partners first reported a position in Tesla in Q4 2019 and has held it in 27 quarters since.
  • CFM Wealth Partners's Tesla position peaked at $2.99M in Q4 2024.
  • 4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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