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LMG Wealth Partners’s Tesla TSLA Stock Holding History

LMG Wealth Partners’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 		$5.23M Buy
14,078
+1,253
+10% +$516K 0.95% 35
2025
Q4 		$5.77M Buy
12,825
+171
+1% +$75.8K 1.08% 28
2025
Q3 		$5.63M Buy
12,654
+206
+2% +$71.4K 1.05% 31
2025
Q2 		$3.95M Buy
12,448
+784
+7% +$236K 0.81% 43
2025
Q1 		$3.02M Buy
11,664
+1,789
+18% +$596K 0.67% 47
2024
Q4 		$3.99M Buy
+9,875
New +$3.18M 0.87% 39

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

LMG Wealth Partners's TSLA Position: Q1 2026 in Review

LMG Wealth Partners increased its Tesla (TSLA) stake by 9.8% in Q1 2026, buying an estimated $516K and bringing the position to 14,078 shares worth $5.23M. The position accounts for 0.95% of the portfolio, ranked #35.

LMG Wealth Partners first reported a position in TSLA in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.77M in Q4 2025. 4,180 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • LMG Wealth Partners held 14,078 shares of Tesla worth $5.23M as of Q1 2026.
  • LMG Wealth Partners bought 1,253 Tesla shares in Q1 2026, an estimated $516K.
  • Tesla made up 0.95% of LMG Wealth Partners's portfolio in Q1 2026, its #35 holding.
  • LMG Wealth Partners first reported a position in Tesla in Q4 2024 and has held it in 6 quarters since.
  • LMG Wealth Partners's Tesla position peaked at $5.77M in Q4 2025.
  • 4,180 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.