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Heirloom Wealth Management’s Tesla TSLA Stock Holding History

Heirloom 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 Buy
1,274
+373
+41% +$154K 0.09% 67
2025
Q4 		$405K Buy
901
+10
+1% +$4.43K 0.09% 35
2025
Q3 		$396K Buy
891
+2
+0.2% +$694 0.1% 34
2025
Q2 		$282K Sell
889
-10
-1% -$3.01K 0.07% 38
2025
Q1 		$233K Buy
899
+15
+2% +$5K 0.07% 39
2024
Q4 		$357K Sell
884
-1
-0.1% -$322 0.11% 37
2024
Q3 		$232K Buy
+885
New +$202K 0.07% 41
2024
Q1 		– Sell
-831
Closed -$206K – 53
2023
Q4 		$206K Hold
831
– – 0.08% 51
2023
Q3 		$208K Sell
831
-9
-1% -$2.31K 0.09% 50
2023
Q2 		$220K Buy
+840
New +$168K 0.1% 48

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

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

Heirloom Wealth Management increased its Tesla (TSLA) stake by 41% in Q1 2026, buying an estimated $154K and bringing the position to 1,274 shares worth $474K. The position accounts for 0.09% of the portfolio, ranked #67.

Heirloom Wealth Management first reported a position in TSLA in Q2 2023 and has held it in 10 quarters since. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Heirloom Wealth Management held 1,274 shares of Tesla worth $474K as of Q1 2026.
  • Heirloom Wealth Management bought 373 Tesla shares in Q1 2026, an estimated $154K.
  • Tesla made up 0.09% of Heirloom Wealth Management's portfolio in Q1 2026, its #67 holding.
  • Heirloom Wealth Management first reported a position in Tesla in Q2 2023 and has held it in 10 quarters since.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.