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Jeppson Wealth Management’s Tesla TSLA Stock Holding History

Jeppson Wealth 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 		$1.49M Buy
4,000
+99
+3% +$40.8K 0.47% 55
2025
Q4 		$1.75M Buy
3,901
+180
+5% +$79.8K 0.56% 46
2025
Q3 		$1.65M Sell
3,721
-75
-2% -$26K 0.53% 48
2025
Q2 		$1.21M Sell
3,796
-170
-4% -$51.2K 0.42% 64
2025
Q1 		$1.03M Buy
3,966
+370
+10% +$123K 0.38% 70
2024
Q4 		$1.45M Sell
3,596
-157
-4% -$50.5K 0.53% 51
2024
Q3 		$982K Sell
3,753
-104
-3% -$23.7K 0.35% 72
2024
Q2 		$763K Sell
3,857
-13
-0.3% -$2.27K 0.29% 83
2024
Q1 		$680K Buy
3,870
+866
+29% +$169K 0.26% 91
2023
Q4 		$746K Buy
3,004
+18
+0.6% +$4.28K 0.31% 82
2023
Q3 		$747K Sell
2,986
-83
-3% -$21.3K 0.34% 80
2023
Q2 		$803K Sell
3,069
-190
-6% -$38K 0.35% 74
2023
Q1 		$676K Buy
3,259
+422
+15% +$73.6K 0.29% 86
2022
Q4 		$349K Buy
2,837
+1,099
+63% +$208K 0.15% 133
2022
Q3 		$461K Buy
1,738
+49
+3% +$13.7K 0.21% 102
2022
Q2 		$379K Sell
1,689
-360
-18% -$98.3K 0.16% 116
2022
Q1 		$736K Sell
2,049
-24
-1% -$7.47K 0.34% 68
2021
Q4 		$730K Sell
2,073
-24
-1% -$8.05K 0.35% 69
2021
Q3 		$542K Sell
2,097
-24
-1% -$5.65K 0.28% 78
2021
Q2 		$480K Hold
2,121
– – 0.26% 87
2021
Q1 		$472K Sell
2,121
-438
-17% -$110K 0.28% 79
2020
Q4 		$602K Sell
2,559
-513
-17% -$87.5K 0.4% 62
2020
Q3 		$439K Buy
+3,072
New +$363K 0.34% 70

Other funds holding TSLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jeppson Wealth Management's TSLA Position: Q1 2026 in Review

Jeppson Wealth Management increased its Tesla (TSLA) stake by 2.5% in Q1 2026, buying an estimated $40.8K and bringing the position to 4,000 shares worth $1.49M. The position accounts for 0.47% of the portfolio, ranked #55.

Jeppson Wealth Management first reported a position in TSLA in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.75M in Q4 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Jeppson Wealth Management held 4,000 shares of Tesla worth $1.49M as of Q1 2026.
  • Jeppson Wealth Management bought 99 Tesla shares in Q1 2026, an estimated $40.8K.
  • Tesla made up 0.47% of Jeppson Wealth Management's portfolio in Q1 2026, its #55 holding.
  • Jeppson Wealth Management first reported a position in Tesla in Q3 2020 and has held it in 23 quarters since.
  • Jeppson Wealth Management's Tesla position peaked at $1.75M in Q4 2025.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.