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CJM Wealth Advisers’s Tesla TSLA Stock Holding History

CJM Wealth Advisers’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 		$264K Buy
628
+29
+5% +$11.5K 0.07% 66
2026
Q1 		$223K Buy
599
+4
+0.7% +$1.65K 0.07% 67
2025
Q4 		$268K Hold
595
– – 0.08% 64
2025
Q3 		$265K Buy
+595
New +$206K 0.08% 61
2025
Q1 		– Sell
-835
Closed -$337K – 71
2024
Q4 		$337K Sell
835
-252
-23% -$81.1K 0.11% 49
2024
Q3 		$284K Sell
1,087
-346
-24% -$78.9K 0.1% 54
2024
Q2 		$301K Hold
1,433
– – 0.11% 44
2024
Q1 		$252K Sell
1,433
-563
-28% -$110K 0.1% 57
2023
Q4 		$496K Sell
1,996
-92
-4% -$21.9K 0.22% 37
2023
Q3 		$522K Buy
2,088
+249
+14% +$64K 0.25% 36
2023
Q2 		$481K Buy
1,839
+355
+24% +$71K 0.24% 35
2023
Q1 		$308K Buy
+1,484
New +$259K 0.18% 40
2022
Q4 		– Sell
-1,829
Closed -$485K – 57
2022
Q3 		$485K Buy
1,829
+350
+24% +$97.7K 0.35% 30
2022
Q2 		$332K Buy
1,479
+84
+6% +$22.9K 0.23% 39
2022
Q1 		$501K Sell
1,395
-717
-34% -$223K 0.34% 32
2021
Q4 		$744K Buy
+2,112
New +$708K 0.53% 26

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CJM Wealth Advisers's TSLA Position: Q2 2026 in Review

CJM Wealth Advisers increased its Tesla (TSLA) stake by 4.8% in Q2 2026, buying an estimated $11.5K and bringing the position to 628 shares worth $264K. The position accounts for 0.07% of the portfolio, ranked #66.

CJM Wealth Advisers first reported a position in TSLA in Q4 2021 and has held it in 16 quarters since. The position peaked at $744K in Q4 2021. 1,020 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • CJM Wealth Advisers held 628 shares of Tesla worth $264K as of Q2 2026.
  • CJM Wealth Advisers bought 29 Tesla shares in Q2 2026, an estimated $11.5K.
  • Tesla made up 0.07% of CJM Wealth Advisers's portfolio in Q2 2026, its #66 holding.
  • CJM Wealth Advisers first reported a position in Tesla in Q4 2021 and has held it in 16 quarters since.
  • CJM Wealth Advisers's Tesla position peaked at $744K in Q4 2021.
  • 1,020 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on CJM Wealth Advisers's 13F filing for Q2 2026, filed 17 Jul 2026.