FMB Wealth Management’s Tesla TSLA Stock Holding History

FMB 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 Q1	$474K	Sell	1,274 -529	-29%	-$218K	0.2%	48
2025 Q4	$811K	Sell	1,803 -373	-17%	-$165K	0.32%	46
2025 Q3	$968K	Sell	2,176 -28	-1%	-$9.71K	0.41%	36
2025 Q2	$700K	Sell	2,204 -54	-2%	-$16.3K	0.33%	43
2025 Q1	$585K	Buy	2,258 +82	+4%	+$27.3K	0.32%	44
2024 Q4	$879K	Buy	2,176 +79	+4%	+$25.4K	0.49%	34
2024 Q3	$549K	Buy	2,097 +111	+6%	+$25.3K	0.31%	46
2024 Q2	$393K	Sell	1,986 -461	-19%	-$80.6K	0.3%	45
2024 Q1	$430K	Sell	2,447 -134	-5%	-$26.2K	0.34%	44
2023 Q4	$641K	Sell	2,581 -187	-7%	-$44.4K	0.59%	33
2023 Q3	$693K	Sell	2,768 -189	-6%	-$48.5K	0.74%	26
2023 Q2	$774K	Buy	2,957 +869	+42%	+$174K	0.82%	25
2023 Q1	$433K	Sell	2,088 -173	-8%	-$30.2K	0.52%	31
2022 Q4	$279K	Buy	+2,261	New	+$428K	0.36%	38

Other funds holding TSLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FMB Wealth Management's TSLA Position: Q1 2026 in Review

FMB Wealth Management reduced its Tesla (TSLA) stake by 29% in Q1 2026, selling an estimated $218K and leaving 1,274 shares worth $474K. The position accounts for 0.2% of the portfolio, ranked #48.

FMB Wealth Management first reported a position in TSLA in Q4 2022 and has held it in 14 quarters since. The position peaked at $968K in Q3 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

FMB Wealth Management held 1,274 shares of Tesla worth $474K as of Q1 2026.
FMB Wealth Management sold 529 Tesla shares in Q1 2026, an estimated $218K.
Tesla made up 0.2% of FMB Wealth Management's portfolio in Q1 2026, its #48 holding.
FMB Wealth Management first reported a position in Tesla in Q4 2022 and has held it in 14 quarters since.
FMB Wealth Management's Tesla position peaked at $968K in Q3 2025.
4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on FMB Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.