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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
Q2 		$6.99M Buy
16,618
+2,540
+18% +$1.01M 1.12% 29
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 $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 $3.38T AUM 44.17% 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

LMG Wealth Partners's TSLA Position: Q2 2026 in Review

LMG Wealth Partners increased its Tesla (TSLA) stake by 18% in Q2 2026, buying an estimated $1.01M and bringing the position to 16,618 shares worth $6.99M. The position accounts for 1.12% of the portfolio, ranked #29.

LMG Wealth Partners first reported a position in TSLA in Q4 2024 and has held it in 7 quarters since. 4,317 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • LMG Wealth Partners held 16,618 shares of Tesla worth $6.99M as of Q2 2026.
  • LMG Wealth Partners bought 2,540 Tesla shares in Q2 2026, an estimated $1.01M.
  • Tesla made up 1.12% of LMG Wealth Partners's portfolio in Q2 2026, its #29 holding.
  • LMG Wealth Partners first reported a position in Tesla in Q4 2024 and has held it in 7 quarters since.
  • 4,317 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.