LWMI
TSLA icon

Legacy Wealth Management (Idaho)’s Tesla TSLA Stock Holding History

Legacy Wealth Management (Idaho)’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 		$673K Buy
1,810
+577
+47% +$238K 0.33% 66
2025
Q4 		$555K Buy
1,233
+296
+32% +$131K 0.27% 68
2025
Q3 		$417K Sell
937
-215
-19% -$74.6K 0.19% 72
2025
Q2 		$366K Buy
1,152
+144
+14% +$43.4K 0.19% 60
2025
Q1 		$261K Buy
1,008
+119
+13% +$39.7K 0.18% 61
2024
Q4 		$321K Sell
889
-67
-7% -$21.6K 0.21% 57
2024
Q3 		$316K Buy
+956
New +$218K 0.18% 51

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

Legacy Wealth Management (Idaho)'s TSLA Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) increased its Tesla (TSLA) stake by 47% in Q1 2026, buying an estimated $238K and bringing the position to 1,810 shares worth $673K. The position accounts for 0.33% of the portfolio, ranked #66.

Legacy Wealth Management (Idaho) first reported a position in TSLA in Q3 2024 and has held it in 7 quarters since. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 1,810 shares of Tesla worth $673K as of Q1 2026.
  • Legacy Wealth Management (Idaho) bought 577 Tesla shares in Q1 2026, an estimated $238K.
  • Tesla made up 0.33% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #66 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Tesla in Q3 2024 and has held it in 7 quarters since.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.