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Laidlaw Wealth Management’s Tesla TSLA Stock Holding History

Laidlaw 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 		$1.38M Sell
3,715
-146
-4% -$60.1K 4.79% 6
2025
Q4 		$1.74M Sell
3,861
-304
-7% -$135K 5.37% 4
2025
Q3 		$1.85M Sell
4,165
-996
-19% -$345K 4.41% 4
2025
Q2 		$1.64M Sell
5,161
-634
-11% -$191K 4.72% 5
2025
Q1 		$1.5M Sell
5,795
-6,455
-53% -$2.15M 4.42% 7
2024
Q4 		$4.95M Buy
12,250
+676
+6% +$217K 2.15% 8
2024
Q3 		$3.03M Sell
11,574
-468
-4% -$107K 1.5% 14
2024
Q2 		$2.38M Sell
12,042
-157
-1% -$27.4K 1.31% 20
2024
Q1 		$2.14M Sell
12,199
-3,274
-21% -$640K 1.2% 20
2023
Q4 		$3.84M Sell
15,473
-1,187
-7% -$282K 1.4% 11
2023
Q3 		$4.17M Buy
16,660
+1,105
+7% +$284K 1.38% 13
2023
Q2 		$4.07M Buy
15,555
+117
+0.8% +$23.4K 0.8% 27
2023
Q1 		$3.2M Buy
15,438
+447
+3% +$78K 0.65% 36
2022
Q4 		$1.85M Buy
14,991
+915
+7% +$173K 0.4% 72
2022
Q3 		$3.73M Sell
14,076
-762
-5% -$213K 0.87% 23
2022
Q2 		$3.33M Buy
14,838
+642
+5% +$175K 0.68% 35
2022
Q1 		$5.1M Sell
14,196
-987
-7% -$307K 0.85% 23
2021
Q4 		$5.35M Buy
15,183
+105
+0.7% +$35.2K 0.85% 22
2021
Q3 		$3.9M Buy
15,078
+168
+1% +$39.5K 1% 24
2021
Q2 		$3.38M Buy
14,910
+1,062
+8% +$231K 0.87% 30
2021
Q1 		$3.08M Buy
13,848
+5,808
+72% +$1.46M 1.05% 25
2020
Q4 		$1.89M Buy
8,040
+6,078
+310% +$1.04M 0.4% 64
2020
Q3 		$281K Sell
1,962
-1,053
-35% -$124K 0.12% 165
2020
Q2 		$217K Buy
+3,015
New +$163K 0.11% 164

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

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

Laidlaw Wealth Management reduced its Tesla (TSLA) stake by 3.8% in Q1 2026, selling an estimated $60.1K and leaving 3,715 shares worth $1.38M. The position accounts for 4.79% of the portfolio, ranked #6.

Laidlaw Wealth Management first reported a position in TSLA in Q2 2020 and has held it in 24 quarters since. The position peaked at $5.35M in Q4 2021. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Laidlaw Wealth Management held 3,715 shares of Tesla worth $1.38M as of Q1 2026.
  • Laidlaw Wealth Management sold 146 Tesla shares in Q1 2026, an estimated $60.1K.
  • Tesla made up 4.79% of Laidlaw Wealth Management's portfolio in Q1 2026, its #6 holding.
  • Laidlaw Wealth Management first reported a position in Tesla in Q2 2020 and has held it in 24 quarters since.
  • Laidlaw Wealth Management's Tesla position peaked at $5.35M in Q4 2021.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Laidlaw Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.