LPL Financial’s Tesla TSLA Stock Holding History

LPL Financial’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	$1.12M	Sell	3,000 -1,200	-29%	-$494K	﹤0.01%	4098
2025 Q4	$1.89M	Buy	4,200 +1,100	+35%	+$488K	﹤0.01%	3474
2025 Q3	$1.38M	Buy	3,100 +300	+11%	+$104K	﹤0.01%	3676
2025 Q2	$889K	Sell	2,800 -1,500	-35%	-$452K	﹤0.01%	3854
2025 Q1	$1.11M	Buy	4,300 +3,100	+258%	+$1.03M	﹤0.01%	3464
2024 Q4	$485K	Buy	+1,200	New	+$386K	﹤0.01%	4120
2024 Q1	–	Sell	-1,300	Closed	-$323K	–	5025
2023 Q4	$323K	Buy	+1,300	New	+$309K	﹤0.01%	4028
2022 Q4	–	Sell	-1,000	Closed	-$265K	–	4557
2022 Q3	$265K	Buy	+1,000	New	+$279K	﹤0.01%	3709
2022 Q2	–	Sell	-1,500	Closed	-$539K	–	4537
2022 Q1	$539K	Buy	+1,500	New	+$467K	﹤0.01%	3142
2021 Q1	–	Sell	-900	Closed	-$212K	–	4144
2020 Q4	$212K	Buy	+900	New	+$154K	﹤0.01%	3476

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

LPL Financial's TSLA Position: Q1 2026 in Review

LPL Financial increased its Tesla (TSLA) stake by 4.2% in Q1 2026, buying an estimated $55.5M and bringing the position to 3,368,120 shares worth $1.25B. The position accounts for 0.33% of the portfolio, ranked #55.

LPL Financial first reported a position in TSLA in Q2 2013 and has held it in 48 quarters since. The position peaked at $1.45B in Q4 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

LPL Financial held 3,368,120 shares of Tesla worth $1.25B as of Q1 2026.
LPL Financial bought 134,843 Tesla shares in Q1 2026, an estimated $55.5M.
Tesla made up 0.33% of LPL Financial's portfolio in Q1 2026, its #55 holding.
LPL Financial first reported a position in Tesla in Q2 2013 and has held it in 48 quarters since.
LPL Financial's Tesla position peaked at $1.45B in Q4 2025.
4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.