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LBMC Investment Advisors’s Tesla TSLA Stock Holding History

LBMC Investment Advisors’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 		$1.11M Buy
2,633
+407
+18% +$162K 0.06% 109
2026
Q1 		$828K Buy
2,226
+207
+10% +$85.3K 0.05% 120
2025
Q4 		$908K Hold
2,019
– – 0.06% 111
2025
Q3 		$898K Buy
2,019
+241
+14% +$83.6K 0.06% 108
2025
Q2 		$565K Sell
1,778
-11
-0.6% -$3.31K 0.04% 119
2025
Q1 		$464K Sell
1,789
-38
-2% -$12.7K 0.04% 124
2024
Q4 		$738K Sell
1,827
-162
-8% -$52.1K 0.06% 92
2024
Q3 		$520K Hold
1,989
– – 0.04% 110
2024
Q2 		$394K Sell
1,989
-220
-10% -$38.4K 0.03% 117
2024
Q1 		$388K Buy
2,209
+944
+75% +$184K 0.03% 118
2023
Q4 		$314K Sell
1,265
-251
-17% -$59.7K 0.03% 123
2023
Q3 		$374K Sell
1,516
-18
-1% -$4.62K 0.04% 107
2023
Q2 		$402K Hold
1,534
– – 0.04% 108
2023
Q1 		$318K Buy
+1,534
New +$268K 0.03% 119
2022
Q4 		– Sell
-1,648
Closed -$437K – 164
2022
Q3 		$437K Buy
1,648
+232
+16% +$64.8K 0.05% 95
2022
Q2 		$318K Buy
+1,416
New +$387K 0.03% 109

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

LBMC Investment Advisors's TSLA Position: Q2 2026 in Review

LBMC Investment Advisors increased its Tesla (TSLA) stake by 18% in Q2 2026, buying an estimated $162K and bringing the position to 2,633 shares worth $1.11M. The position accounts for 0.06% of the portfolio, ranked #109.

LBMC Investment Advisors first reported a position in TSLA in Q2 2022 and has held it in 16 quarters since. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • LBMC Investment Advisors held 2,633 shares of Tesla worth $1.11M as of Q2 2026.
  • LBMC Investment Advisors bought 407 Tesla shares in Q2 2026, an estimated $162K.
  • Tesla made up 0.06% of LBMC Investment Advisors's portfolio in Q2 2026, its #109 holding.
  • LBMC Investment Advisors first reported a position in Tesla in Q2 2022 and has held it in 16 quarters since.
  • 4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.