IMS Capital Management’s Tesla TSLA Stock Holding History

IMS Capital 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
2025 Q3	$1.48M	Buy	3,323 +160	+5%	+$55.5K	0.68%	43
2025 Q2	$1M	Buy	+3,163	New	+$953K	0.47%	56
2023 Q4	–	Sell	-2,323	Closed	-$581K	–	146
2023 Q3	$581K	Hold	2,323	–	–	0.35%	71
2023 Q2	$608K	Buy	+2,323	New	+$465K	0.34%	71
2022 Q2	–	Sell	-3,183	Closed	-$1.14M	–	153
2022 Q1	$1.14M	Hold	3,183	–	–	0.6%	46
2021 Q4	$1.12M	Hold	3,183	–	–	0.58%	50
2021 Q3	$823K	Sell	3,183 -132	-4%	-$31.1K	0.48%	57
2021 Q2	$751K	Sell	3,315 -90	-3%	-$19.5K	0.44%	60
2021 Q1	$758K	Buy	+3,405	New	+$855K	0.48%	55
2018 Q4	–	Sell	-105	Closed	-$2K	–	332
2018 Q3	$2K	Sell	105 -33,450	-100%	-$697K	﹤0.01%	373
2018 Q2	$767K	Hold	33,555	–	–	0.49%	55
2018 Q1	$696K	Hold	33,555	–	–	0.43%	69
2017 Q4	$696K	Hold	33,555	–	–	0.43%	69
2017 Q3	$763K	Hold	33,555	–	–	0.49%	63
2017 Q2	$809K	Hold	33,555	–	–	0.76%	62
2017 Q1	$623K	Hold	33,555	–	–	0.62%	67
2016 Q4	$478K	Hold	33,555	–	–	0.51%	72
2016 Q3	$456K	Hold	33,555	–	–	0.53%	64
2016 Q2	$475K	Hold	33,555	–	–	0.56%	65
2016 Q1	$514K	Sell	33,555 -375	-1%	-$4.93K	0.62%	52
2015 Q4	$543K	Sell	33,930 -1,125	-3%	-$16.8K	0.67%	55
2015 Q3	$581K	Buy	+35,055	New	+$596K	0.7%	56

Other funds holding TSLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

IMS Capital Management's TSLA Position: Q3 2025 in Review

IMS Capital Management increased its Tesla (TSLA) stake by 5.1% in Q3 2025, buying an estimated $55.5K and bringing the position to 3,323 shares worth $1.48M. The position accounts for 0.68% of the portfolio, ranked #43.

IMS Capital Management first reported a position in TSLA in Q3 2015 and has held it in 22 quarters since. 3,974 funds tracked by Wall St. Rank hold TSLA as of Q3 2025.

IMS Capital Management held 3,323 shares of Tesla worth $1.48M as of Q3 2025.
IMS Capital Management bought 160 Tesla shares in Q3 2025, an estimated $55.5K.
Tesla made up 0.68% of IMS Capital Management's portfolio in Q3 2025, its #43 holding.
IMS Capital Management first reported a position in Tesla in Q3 2015 and has held it in 22 quarters since.
3,974 funds tracked by Wall St. Rank held Tesla as of Q3 2025.

Based on IMS Capital Management's 13F filing for Q3 2025, filed 17 Nov 2025.