Linscomb Wealth’s Tesla TSLA Stock Holding History

Linscomb Wealth’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	$1.51M	Sell	4,058 -24	-0.6%	-$9.89K	0.07%	163
2025 Q4	$1.84M	Sell	4,082 -157	-4%	-$69.6K	0.08%	146
2025 Q3	$1.89M	Buy	4,239 +111	+3%	+$38.5K	0.08%	149
2025 Q2	$1.31M	Sell	4,128 -37	-0.9%	-$11.1K	0.06%	161
2025 Q1	$1.08M	Buy	4,165 +181	+5%	+$60.3K	0.05%	163
2024 Q4	$1.61M	Buy	3,984 +129	+3%	+$41.5K	0.08%	149
2024 Q3	$1.01M	Sell	3,855 -215	-5%	-$49K	0.05%	165
2024 Q2	$805K	Buy	4,070 +153	+4%	+$26.7K	0.04%	177
2024 Q1	$689K	Buy	3,917 +285	+8%	+$55.7K	0.04%	196
2023 Q4	$902K	Sell	3,632 -265	-7%	-$63K	0.05%	167
2023 Q3	$975K	Buy	3,897 +2,662	+216%	+$684K	0.06%	157
2023 Q2	$323K	Buy	1,235 +177	+17%	+$35.4K	0.02%	243
2023 Q1	$219K	Sell	1,058 -2,237	-68%	-$390K	0.01%	274
2022 Q4	$406K	Buy	3,295 +2,446	+288%	+$463K	0.02%	247
2022 Q3	$225K	Buy	+849	New	+$237K	0.01%	269
2022 Q2	–	Sell	-3,699	Closed	-$1.33M	–	332
2022 Q1	$1.33M	Buy	3,699 +126	+4%	+$39.2K	0.06%	163
2021 Q4	$1.26M	Buy	3,573 +78	+2%	+$26.2K	0.06%	160
2021 Q3	$903K	Sell	3,495 -135	-4%	-$31.8K	0.05%	176
2021 Q2	$822K	Sell	3,630 -885	-20%	-$192K	0.04%	185
2021 Q1	$1M	Sell	4,515 -207	-4%	-$52K	0.05%	165
2020 Q4	$1.11M	Buy	4,722 +894	+23%	+$153K	0.07%	150
2020 Q3	$547K	Sell	3,828 -16,737	-81%	-$1.98M	0.04%	185
2020 Q2	$1.48M	Sell	20,565 -133,875	-87%	-$7.24M	0.11%	119
2020 Q1	$5.39M	Sell	154,440 -28,200	-15%	-$1.17M	0.48%	44
2019 Q4	$5.09M	Buy	182,640 +1,665	+0.9%	+$36.1K	0.33%	56
2019 Q3	$2.91M	Hold	180,975	–	–	0.23%	78
2019 Q2	$2.7M	Buy	180,975 +83,475	+86%	+$1.3M	0.22%	79
2019 Q1	$1.82M	Hold	97,500	–	–	0.15%	90
2018 Q4	$2.16M	Sell	97,500 -225	-0.2%	-$4.84K	0.2%	80
2018 Q3	$1.73M	Sell	97,725 -1,350	-1%	-$28.1K	0.14%	91
2018 Q2	$2.27M	Buy	99,075 +225	+0.2%	+$4.57K	0.19%	81
2018 Q1	$1.75M	Hold	98,850	–	–	0.15%	88
2017 Q4	$2.05M	Sell	98,850 -600	-0.6%	-$13.1K	0.17%	82
2017 Q3	$2.26M	Hold	99,450	–	–	0.19%	77
2017 Q2	$2.4M	Buy	99,450 +1,350	+1%	+$29.7K	0.21%	76
2017 Q1	$1.82M	Sell	98,100 -405	-0.4%	-$6.85K	0.16%	84
2016 Q4	$1.4M	Buy	98,505 +405	+0.4%	+$5.32K	0.13%	89
2016 Q3	$1.33M	Sell	98,100 -750	-0.8%	-$10.8K	0.13%	90
2016 Q2	$1.4M	Hold	98,850	–	–	0.14%	85
2016 Q1	$1.51M	Buy	+98,850	New	+$1.3M	0.16%	85

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

Linscomb Wealth's TSLA Position: Q1 2026 in Review

Linscomb Wealth reduced its Tesla (TSLA) stake by 0.59% in Q1 2026, selling an estimated $9.89K and leaving 4,058 shares worth $1.51M. The position accounts for 0.07% of the portfolio, ranked #163.

Linscomb Wealth first reported a position in TSLA in Q1 2016 and has held it in 40 quarters since. The position peaked at $5.39M in Q1 2020. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Linscomb Wealth held 4,058 shares of Tesla worth $1.51M as of Q1 2026.
Linscomb Wealth sold 24 Tesla shares in Q1 2026, an estimated $9.89K.
Tesla made up 0.07% of Linscomb Wealth's portfolio in Q1 2026, its #163 holding.
Linscomb Wealth first reported a position in Tesla in Q1 2016 and has held it in 40 quarters since.
Linscomb Wealth's Tesla position peaked at $5.39M in Q1 2020.
4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.