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James J. Burns & Company’s Tesla TSLA Stock Holding History

James J. Burns & Company’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 		$4.4M Buy
10,460
+150
+1% +$59.7K 0.48% 36
2026
Q1 		$3.83M Buy
10,310
+367
+4% +$151K 0.52% 37
2025
Q4 		$4.47M Sell
9,943
-1,154
-10% -$512K 0.62% 33
2025
Q3 		$4.94M Hold
11,097
– – 0.74% 30
2025
Q2 		$3.53M Sell
11,097
-110
-1% -$33.1K 0.58% 34
2025
Q1 		$2.9M Buy
11,207
+998
+10% +$333K 0.52% 38
2024
Q4 		$4.12M Sell
10,209
-258
-2% -$83K 0.72% 29
2024
Q3 		$2.74M Sell
10,467
-146
-1% -$33.3K 0.5% 39
2024
Q2 		$2.1M Buy
10,613
+8,410
+382% +$1.47M 0.41% 41
2024
Q1 		$367K Sell
2,203
-2,676
-55% -$523K 0.13% 63
2023
Q4 		$1.21M Buy
4,879
+169
+4% +$40.2K 0.29% 48
2023
Q3 		$1.18M Buy
4,710
+179
+4% +$46K 0.32% 46
2023
Q2 		$1.19M Buy
4,531
+71
+2% +$14.2K 0.3% 52
2023
Q1 		$925K Buy
+4,460
New +$778K 0.24% 61
2022
Q4 		– Sell
-1,585
Closed -$420K – 82
2022
Q3 		$420K Buy
+1,585
New +$443K 0.19% 61

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

James J. Burns & Company's TSLA Position: Q2 2026 in Review

James J. Burns & Company increased its Tesla (TSLA) stake by 1.5% in Q2 2026, buying an estimated $59.7K and bringing the position to 10,460 shares worth $4.4M. The position accounts for 0.48% of the portfolio, ranked #36.

James J. Burns & Company first reported a position in TSLA in Q3 2022 and has held it in 15 quarters since. The position peaked at $4.94M in Q3 2025. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • James J. Burns & Company held 10,460 shares of Tesla worth $4.4M as of Q2 2026.
  • James J. Burns & Company bought 150 Tesla shares in Q2 2026, an estimated $59.7K.
  • Tesla made up 0.48% of James J. Burns & Company's portfolio in Q2 2026, its #36 holding.
  • James J. Burns & Company first reported a position in Tesla in Q3 2022 and has held it in 15 quarters since.
  • James J. Burns & Company's Tesla position peaked at $4.94M in Q3 2025.
  • 4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.