CMH Wealth Management
TSLA icon

CMH Wealth Management’s Tesla TSLA Stock Holding History

CMH Wealth Management’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
Q3 		$5.49M Buy
15,478
+733
+5% +$262K 0.83% 45
2026
Q2 		$6.2M Sell
14,745
-134
-0.9% -$53.3K 0.95% 37
2026
Q1 		$5.53M Sell
14,879
-2,322
-13% -$957K 0.95% 40
2025
Q4 		$7.74M Buy
17,201
+359
+2% +$159K 1.66% 27
2025
Q3 		$7.49M Sell
16,842
-13,717
-45% -$4.76M 1.6% 29
2025
Q2 		$9.7M Sell
30,559
-2,016
-6% -$607K 2.26% 15
2025
Q1 		$8.44M Buy
32,575
+1,001
+3% +$334K 2.12% 21
2024
Q4 		$12.8M Sell
31,574
-12,027
-28% -$3.87M 2.92% 9
2024
Q3 		$11.4M Buy
43,601
+5,540
+15% +$1.26M 2.68% 10
2024
Q2 		$7.53M Sell
38,061
-1,988
-5% -$347K 1.85% 23
2024
Q1 		$7.04M Sell
40,049
-1,169
-3% -$228K 1.79% 24
2023
Q4 		$10.2M Buy
41,218
+2,258
+6% +$537K 2.48% 14
2023
Q3 		$9.7M Buy
38,960
+2,114
+6% +$543K 2.73% 14
2023
Q2 		$9.6M Buy
36,846
+1,112
+3% +$222K 2.59% 14
2023
Q1 		$7.41M Buy
35,734
+6,361
+22% +$1.11M 2.14% 18
2022
Q4 		$3.62M Buy
29,373
+6,408
+28% +$1.21M 1.16% 41
2022
Q3 		$6.09M Buy
22,965
+687
+3% +$192K 2.23% 14
2022
Q2 		$5M Buy
+22,278
New +$6.08M 1.81% 16

Other funds holding TSLA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

CMH Wealth Management's TSLA Position: Q3 2026 in Review

CMH Wealth Management increased its Tesla (TSLA) stake by 5% in Q3 2026, buying an estimated $262K and bringing the position to 15,478 shares worth $5.49M. The position accounts for 0.83% of the portfolio, ranked #45.

CMH Wealth Management first reported a position in TSLA in Q2 2022 and has held it in 18 quarters since. The position peaked at $12.8M in Q4 2024. 2,625 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • CMH Wealth Management held 15,478 shares of Tesla worth $5.49M as of Q3 2026.
  • CMH Wealth Management bought 733 Tesla shares in Q3 2026, an estimated $262K.
  • Tesla made up 0.83% of CMH Wealth Management's portfolio in Q3 2026, its #45 holding.
  • CMH Wealth Management first reported a position in Tesla in Q2 2022 and has held it in 18 quarters since.
  • CMH Wealth Management's Tesla position peaked at $12.8M in Q4 2024.
  • 2,625 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on CMH Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.