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J.M. Forbes & Co’s Tesla TSLA Stock Holding History

J.M. Forbes & Co’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 		$5.69M Buy
13,525
+160
+1% +$63.6K 0.45% 56
2026
Q1 		$4.97M Buy
13,365
+25
+0.2% +$10.3K 0.42% 58
2025
Q4 		$6M Sell
13,340
-75
-0.6% -$33.2K 0.49% 57
2025
Q3 		$5.97M Sell
13,415
-71
-0.5% -$24.6K 0.5% 58
2025
Q2 		$4.28M Hold
13,486
– – 0.39% 58
2025
Q1 		$3.5M Sell
13,486
-198
-1% -$66K 0.34% 59
2024
Q4 		$5.53M Buy
13,684
+56
+0.4% +$18K 0.53% 54
2024
Q3 		$3.57M Sell
13,628
-64
-0.5% -$14.6K 0.35% 58
2024
Q2 		$2.71M Sell
13,692
-80
-0.6% -$14K 0.28% 61
2024
Q1 		$2.42M Sell
13,772
-195
-1% -$38.1K 0.26% 62
2023
Q4 		$3.47M Sell
13,967
-103
-0.7% -$24.5K 0.4% 57
2023
Q3 		$3.52M Buy
14,070
+136
+1% +$34.9K 0.46% 55
2023
Q2 		$3.65M Buy
+13,934
New +$2.79M 0.45% 55
2022
Q4 		– Sell
-887
Closed -$235K – 112
2022
Q3 		$235K Buy
+887
New +$248K 0.04% 100
2022
Q2 		– Sell
-906
Closed -$325K – 120
2022
Q1 		$325K Buy
906
+54
+6% +$16.8K 0.04% 94
2021
Q4 		$300K Buy
852
+18
+2% +$6.04K 0.03% 98
2021
Q3 		$216K Buy
+834
New +$196K 0.03% 107

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.M. Forbes & Co's TSLA Position: Q2 2026 in Review

J.M. Forbes & Co increased its Tesla (TSLA) stake by 1.2% in Q2 2026, buying an estimated $63.6K and bringing the position to 13,525 shares worth $5.69M. The position accounts for 0.45% of the portfolio, ranked #56.

J.M. Forbes & Co first reported a position in TSLA in Q3 2021 and has held it in 17 quarters since. The position peaked at $6M in Q4 2025. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • J.M. Forbes & Co held 13,525 shares of Tesla worth $5.69M as of Q2 2026.
  • J.M. Forbes & Co bought 160 Tesla shares in Q2 2026, an estimated $63.6K.
  • Tesla made up 0.45% of J.M. Forbes & Co's portfolio in Q2 2026, its #56 holding.
  • J.M. Forbes & Co first reported a position in Tesla in Q3 2021 and has held it in 17 quarters since.
  • J.M. Forbes & Co's Tesla position peaked at $6M in Q4 2025.
  • 4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on J.M. Forbes & Co's 13F filing for Q2 2026, filed 20 Jul 2026.