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Lakeshore Capital Group’s Tesla TSLA Stock Holding History

Lakeshore Capital Group’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 		$1.59M Sell
3,773
-6
-0.2% -$2.39K 1.17% 24
2026
Q1 		$1.4M Buy
3,779
+33
+0.9% +$13.6K 1.15% 25
2025
Q4 		$1.68M Buy
3,746
+46
+1% +$20.4K 1.35% 22
2025
Q3 		$1.65M Buy
3,700
+44
+1% +$15.3K 1.33% 23
2025
Q2 		$1.16M Buy
3,656
+92
+3% +$27.7K 1.03% 31
2025
Q1 		$924K Buy
3,564
+70
+2% +$23.3K 0.89% 36
2024
Q4 		$1.41M Buy
+3,494
New +$1.12M 2.13% 15

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

Lakeshore Capital Group's TSLA Position: Q2 2026 in Review

Lakeshore Capital Group reduced its Tesla (TSLA) stake by 0.16% in Q2 2026, selling an estimated $2.39K and leaving 3,773 shares worth $1.59M. The position accounts for 1.17% of the portfolio, ranked #24.

Lakeshore Capital Group first reported a position in TSLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.68M in Q4 2025. 4,286 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Lakeshore Capital Group held 3,773 shares of Tesla worth $1.59M as of Q2 2026.
  • Lakeshore Capital Group sold 6 Tesla shares in Q2 2026, an estimated $2.39K.
  • Tesla made up 1.17% of Lakeshore Capital Group's portfolio in Q2 2026, its #24 holding.
  • Lakeshore Capital Group first reported a position in Tesla in Q4 2024 and has held it in 7 quarters since.
  • Lakeshore Capital Group's Tesla position peaked at $1.68M in Q4 2025.
  • 4,286 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Lakeshore Capital Group's 13F filing for Q2 2026, filed 31 Jul 2026.