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LWM Advisory Services’s Tesla TSLA Stock Holding History

LWM Advisory Services’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 		$216K Sell
513
-603
-54% -$240K 0.39% 76
2026
Q1 		$415K Sell
1,116
-417
-27% -$172K 0.44% 52
2025
Q4 		$689K Buy
1,533
+560
+58% +$248K 0.4% 37
2025
Q3 		$436K Sell
973
-158
-14% -$54.8K 0.25% 64
2025
Q2 		$359K Sell
1,131
-90
-7% -$27.1K 0.25% 73
2025
Q1 		$323K Buy
1,221
+173
+17% +$57.7K 0.22% 78
2024
Q4 		$406K Sell
1,048
-701
-40% -$226K 0.28% 62
2024
Q3 		$458K Buy
1,749
+717
+69% +$164K 0.34% 56
2024
Q2 		$204K Sell
1,032
-685
-40% -$120K 0.17% 77
2024
Q1 		$302K Hold
1,717
– – 0.24% 73
2023
Q4 		$427K Buy
1,717
+225
+15% +$53.5K 0.38% 52
2023
Q3 		$374K Buy
1,492
+176
+13% +$45.2K 0.4% 50
2023
Q2 		$347K Buy
1,316
+92
+8% +$18.4K 0.37% 53
2023
Q1 		$254K Buy
+1,224
New +$214K 0.27% 66
2022
Q4 		– Sell
-3,218
Closed -$854K – 122
2022
Q3 		$854K Buy
3,218
+212
+7% +$59.2K 0.97% 22
2022
Q2 		$675K Buy
3,006
+312
+12% +$85.2K 0.81% 32
2022
Q1 		$968K Buy
2,694
+330
+14% +$103K 1.2% 14
2021
Q4 		$833K Buy
+2,364
New +$793K 1.03% 24

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

LWM Advisory Services's TSLA Position: Q2 2026 in Review

LWM Advisory Services reduced its Tesla (TSLA) stake by 54% in Q2 2026, selling an estimated $240K and leaving 513 shares worth $216K. The position accounts for 0.39% of the portfolio, ranked #76.

LWM Advisory Services first reported a position in TSLA in Q4 2021 and has held it in 18 quarters since. The position peaked at $968K in Q1 2022. 4,317 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • LWM Advisory Services held 513 shares of Tesla worth $216K as of Q2 2026.
  • LWM Advisory Services sold 603 Tesla shares in Q2 2026, an estimated $240K.
  • Tesla made up 0.39% of LWM Advisory Services's portfolio in Q2 2026, its #76 holding.
  • LWM Advisory Services first reported a position in Tesla in Q4 2021 and has held it in 18 quarters since.
  • LWM Advisory Services's Tesla position peaked at $968K in Q1 2022.
  • 4,317 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.