LA
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LM Advisors’s Tesla TSLA Stock Holding History

LM 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 		$4.37M Buy
10,434
+6,880
+194% +$2.74M 0.5% 36
2026
Q1 		$9.56K Sell
3,554
-436
-11% -$180K 0.15% 101
2025
Q4 		$8.87K Sell
3,990
-5,207
-57% -$2.31M 0.16% 95
2025
Q3 		$4.09M Sell
9,197
-206,054
-96% -$71.5M 0.59% 32
2025
Q2 		$68.4M Buy
215,251
+204,002
+1,814% +$61.5M 8.8% 2
2025
Q1 		$2.92M Buy
11,249
+2,142
+24% +$714K 0.52% 38
2024
Q4 		$3.68M Sell
9,107
-98
-1% -$31.5K 0.66% 31
2024
Q3 		$2.41M Sell
9,205
-952
-9% -$217K 0.49% 42
2024
Q2 		$3.76M Sell
10,157
-98
-1% -$17.1K 0.66% 30
2024
Q1 		$5.64M Buy
10,255
+1,392
+16% +$272K 0.9% 18
2023
Q4 		$2.2M Buy
+8,863
New +$2.11M 0.44% 47

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

LM Advisors's TSLA Position: Q2 2026 in Review

LM Advisors increased its Tesla (TSLA) stake by 194% in Q2 2026, buying an estimated $2.74M and bringing the position to 10,434 shares worth $4.37M. The position accounts for 0.5% of the portfolio, ranked #36.

LM Advisors first reported a position in TSLA in Q4 2023 and has held it in 11 quarters since. The position peaked at $68.4M in Q2 2025. 4,286 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • LM Advisors held 10,434 shares of Tesla worth $4.37M as of Q2 2026.
  • LM Advisors bought 6,880 Tesla shares in Q2 2026, an estimated $2.74M.
  • Tesla made up 0.5% of LM Advisors's portfolio in Q2 2026, its #36 holding.
  • LM Advisors first reported a position in Tesla in Q4 2023 and has held it in 11 quarters since.
  • LM Advisors's Tesla position peaked at $68.4M in Q2 2025.
  • 4,286 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.