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CM Wealth Advisors’s Tesla TSLA Stock Holding History

CM Wealth Advisors’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 		$667K Sell
1,794
-130
-7% -$53.6K 0.14% 63
2025
Q4 		$865K Buy
+1,924
New +$853K 0.2% 51
2023
Q3 		– Sell
-995
Closed -$265K – 165
2023
Q2 		$265K Buy
+995
New +$199K 0.09% 121

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

CM Wealth Advisors's TSLA Position: Q1 2026 in Review

CM Wealth Advisors reduced its Tesla (TSLA) stake by 6.8% in Q1 2026, selling an estimated $53.6K and leaving 1,794 shares worth $667K. The position accounts for 0.14% of the portfolio, ranked #63.

CM Wealth Advisors first reported a position in TSLA in Q2 2023 and has held it in 3 quarters since. The position peaked at $865K in Q4 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • CM Wealth Advisors held 1,794 shares of Tesla worth $667K as of Q1 2026.
  • CM Wealth Advisors sold 130 Tesla shares in Q1 2026, an estimated $53.6K.
  • Tesla made up 0.14% of CM Wealth Advisors's portfolio in Q1 2026, its #63 holding.
  • CM Wealth Advisors first reported a position in Tesla in Q2 2023 and has held it in 3 quarters since.
  • CM Wealth Advisors's Tesla position peaked at $865K in Q4 2025.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.