JDLA
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J. Derek Lewis & Associates’s Tesla TSLA Stock Holding History

J. Derek Lewis & Associates’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 		$16.9M Buy
40,130
+812
+2% +$323K 3.19% 10
2026
Q1 		$14.6M Sell
39,318
-1,742
-4% -$718K 3.29% 11
2025
Q4 		$18.5M Buy
+41,060
New +$18.2M 4.33% 8

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

J. Derek Lewis & Associates's TSLA Position: Q2 2026 in Review

J. Derek Lewis & Associates increased its Tesla (TSLA) stake by 2.1% in Q2 2026, buying an estimated $323K and bringing the position to 40,130 shares worth $16.9M. The position accounts for 3.19% of the portfolio, ranked #10.

J. Derek Lewis & Associates first reported a position in TSLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $18.5M in Q4 2025. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • J. Derek Lewis & Associates held 40,130 shares of Tesla worth $16.9M as of Q2 2026.
  • J. Derek Lewis & Associates bought 812 Tesla shares in Q2 2026, an estimated $323K.
  • Tesla made up 3.19% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #10 holding.
  • J. Derek Lewis & Associates first reported a position in Tesla in Q4 2025 and has held it in 3 quarters since.
  • J. Derek Lewis & Associates's Tesla position peaked at $18.5M in Q4 2025.
  • 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.