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Iams Wealth Management’s Tesla TSLA Stock Holding History

Iams 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
Q2 		$1.61M Buy
3,836
+353
+10% +$140K 0.49% 62
2026
Q1 		$1.29M Buy
3,483
+609
+21% +$251K 0.45% 67
2025
Q4 		$1.29M Sell
2,874
-2,976
-51% -$1.32M 0.47% 71
2025
Q3 		$2.6M Sell
5,850
-1,501
-20% -$521K 1.04% 25
2025
Q2 		$2.34M Buy
7,351
+3,777
+106% +$1.14M 1.07% 25
2025
Q1 		$926K Sell
3,574
-1,463
-29% -$488K 0.42% 73
2024
Q4 		$2.03M Sell
5,037
-1,803
-26% -$580K 0.93% 33
2024
Q3 		$1.79M Buy
6,840
+2,789
+69% +$636K 0.88% 39
2024
Q2 		$802K Buy
4,051
+2,851
+238% +$498K 0.44% 67
2024
Q1 		$242K Sell
1,200
-649
-35% -$127K 0.15% 106
2023
Q4 		$459K Buy
1,849
+269
+17% +$63.9K 0.3% 85
2023
Q3 		$395K Buy
+1,580
New +$406K 0.27% 89

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Iams Wealth Management's TSLA Position: Q2 2026 in Review

Iams Wealth Management increased its Tesla (TSLA) stake by 10% in Q2 2026, buying an estimated $140K and bringing the position to 3,836 shares worth $1.61M. The position accounts for 0.49% of the portfolio, ranked #62.

Iams Wealth Management first reported a position in TSLA in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.6M in Q3 2025. 4,283 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Iams Wealth Management held 3,836 shares of Tesla worth $1.61M as of Q2 2026.
  • Iams Wealth Management bought 353 Tesla shares in Q2 2026, an estimated $140K.
  • Tesla made up 0.49% of Iams Wealth Management's portfolio in Q2 2026, its #62 holding.
  • Iams Wealth Management first reported a position in Tesla in Q3 2023 and has held it in 12 quarters since.
  • Iams Wealth Management's Tesla position peaked at $2.6M in Q3 2025.
  • 4,283 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.