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LJI Wealth Management’s Tesla TSLA Stock Holding History

LJI 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
Q2 		$881K Sell
2,095
-164
-7% -$65.2K 0.12% 71
2026
Q1 		$840K Buy
2,259
+208
+10% +$85.7K 0.13% 63
2025
Q4 		$922K Buy
2,051
+52
+3% +$23.1K 0.14% 70
2025
Q3 		$889K Sell
1,999
-87
-4% -$30.2K 0.16% 57
2025
Q2 		$663K Buy
2,086
+133
+7% +$40.1K 0.12% 70
2025
Q1 		$506K Sell
1,953
-1
-0.1% -$333 0.1% 84
2024
Q4 		$789K Buy
1,954
+84
+4% +$27K 0.16% 60
2024
Q3 		$489K Sell
1,870
-105
-5% -$23.9K 0.1% 108
2024
Q2 		$391K Buy
+1,975
New +$345K 0.09% 119
2024
Q1 		– Sell
-1,542
Closed -$383K – 172
2023
Q4 		$383K Buy
1,542
+49
+3% +$11.6K 0.1% 110
2023
Q3 		$374K Buy
1,493
+172
+13% +$44.2K 0.11% 99
2023
Q2 		$346K Sell
1,321
-131
-9% -$26.2K 0.1% 104
2023
Q1 		$301K Buy
+1,452
New +$253K 0.1% 111

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

LJI Wealth Management's TSLA Position: Q2 2026 in Review

LJI Wealth Management reduced its Tesla (TSLA) stake by 7.3% in Q2 2026, selling an estimated $65.2K and leaving 2,095 shares worth $881K. The position accounts for 0.12% of the portfolio, ranked #71.

LJI Wealth Management first reported a position in TSLA in Q1 2023 and has held it in 13 quarters since. The position peaked at $922K in Q4 2025. 4,283 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • LJI Wealth Management held 2,095 shares of Tesla worth $881K as of Q2 2026.
  • LJI Wealth Management sold 164 Tesla shares in Q2 2026, an estimated $65.2K.
  • Tesla made up 0.12% of LJI Wealth Management's portfolio in Q2 2026, its #71 holding.
  • LJI Wealth Management first reported a position in Tesla in Q1 2023 and has held it in 13 quarters since.
  • LJI Wealth Management's Tesla position peaked at $922K in Q4 2025.
  • 4,283 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.