L.J. Altfest & Co’s Tesla TSLA Stock Holding History

L.J. Altfest & 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 Q1	$299K	Buy	804 +100	+14%	+$41.2K	0.03%	273
2025 Q4	$317K	Buy	704 +59	+9%	+$26.2K	0.03%	280
2025 Q3	$287K	Sell	645 -426	-40%	-$148K	0.03%	294
2025 Q2	$340K	Sell	1,071 -506	-32%	-$152K	0.04%	270
2025 Q1	$409K	Sell	1,577 -262	-14%	-$87.3K	0.05%	238
2024 Q4	$743K	Buy	1,839 +512	+39%	+$165K	0.09%	152
2024 Q3	$347K	Buy	1,327 +229	+21%	+$52.2K	0.05%	260
2024 Q2	$217K	Buy	+1,098	New	+$192K	0.03%	295
2024 Q1	–	Sell	-830	Closed	-$206K	–	330
2023 Q4	$206K	Hold	830	–	–	0.03%	291
2023 Q3	$208K	Sell	830 -51	-6%	-$13.1K	0.03%	278
2023 Q2	$231K	Buy	+881	New	+$176K	0.03%	272
2022 Q1	–	Sell	-582	Closed	-$205K	–	288
2021 Q4	$205K	Buy	+582	New	+$195K	0.04%	238

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

L.J. Altfest & Co's TSLA Position: Q1 2026 in Review

L.J. Altfest & Co increased its Tesla (TSLA) stake by 14% in Q1 2026, buying an estimated $41.2K and bringing the position to 804 shares worth $299K. The position accounts for 0.03% of the portfolio, ranked #273.

L.J. Altfest & Co first reported a position in TSLA in Q4 2021 and has held it in 12 quarters since. The position peaked at $743K in Q4 2024. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

L.J. Altfest & Co held 804 shares of Tesla worth $299K as of Q1 2026.
L.J. Altfest & Co bought 100 Tesla shares in Q1 2026, an estimated $41.2K.
Tesla made up 0.03% of L.J. Altfest & Co's portfolio in Q1 2026, its #273 holding.
L.J. Altfest & Co first reported a position in Tesla in Q4 2021 and has held it in 12 quarters since.
L.J. Altfest & Co's Tesla position peaked at $743K in Q4 2024.
4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.