Jacobsen Capital Management’s Tesla TSLA Stock Holding History

Jacobsen 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
2026 Q1	$2.14M	Buy	5,770 +37	+0.6%	+$15.2K	0.72%	21
2025 Q4	$2.58M	Sell	5,733 -30	-0.5%	-$13.3K	0.84%	17
2025 Q3	$2.56M	Buy	5,763 +136	+2%	+$47.2K	0.87%	17
2025 Q2	$1.79M	Buy	5,627 +1,258	+29%	+$379K	0.66%	19
2025 Q1	$1.13M	Sell	4,369 -311	-7%	-$104K	0.49%	21
2024 Q4	$1.89M	Sell	4,680 -87	-2%	-$28K	0.8%	17
2024 Q3	$1.25M	Buy	4,767 +780	+20%	+$178K	0.52%	20
2024 Q2	$789K	Buy	3,987 +375	+10%	+$65.5K	0.35%	29
2024 Q1	$635K	Sell	3,612 -530	-13%	-$104K	0.29%	33
2023 Q4	$1.03M	Sell	4,142 -14	-0.3%	-$3.33K	0.52%	17
2023 Q3	$1.04M	Buy	4,156 +480	+13%	+$123K	0.56%	19
2023 Q2	$962K	Sell	3,676 -36	-1%	-$7.2K	0.5%	19
2023 Q1	$770K	Buy	+3,712	New	+$648K	0.41%	26

Other funds holding TSLA

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Jacobsen Capital Management's TSLA Position: Q1 2026 in Review

Jacobsen Capital Management increased its Tesla (TSLA) stake by 0.65% in Q1 2026, buying an estimated $15.2K and bringing the position to 5,770 shares worth $2.14M. The position accounts for 0.72% of the portfolio, ranked #21.

Jacobsen Capital Management first reported a position in TSLA in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.58M in Q4 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Jacobsen Capital Management held 5,770 shares of Tesla worth $2.14M as of Q1 2026.
Jacobsen Capital Management bought 37 Tesla shares in Q1 2026, an estimated $15.2K.
Tesla made up 0.72% of Jacobsen Capital Management's portfolio in Q1 2026, its #21 holding.
Jacobsen Capital Management first reported a position in Tesla in Q1 2023 and has held it in 13 quarters since.
Jacobsen Capital Management's Tesla position peaked at $2.58M in Q4 2025.
4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Jacobsen Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.