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 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 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

LWM Advisory Services's TSLA Position: Q1 2026 in Review

LWM Advisory Services reduced its Tesla (TSLA) stake by 27% in Q1 2026, selling an estimated $172K and leaving 1,116 shares worth $415K. The position accounts for 0.44% of the portfolio, ranked #52.

LWM Advisory Services first reported a position in TSLA in Q4 2021 and has held it in 17 quarters since. The position peaked at $968K in Q1 2022. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

LWM Advisory Services held 1,116 shares of Tesla worth $415K as of Q1 2026.
LWM Advisory Services sold 417 Tesla shares in Q1 2026, an estimated $172K.
Tesla made up 0.44% of LWM Advisory Services's portfolio in Q1 2026, its #52 holding.
LWM Advisory Services first reported a position in Tesla in Q4 2021 and has held it in 17 quarters since.
LWM Advisory Services's Tesla position peaked at $968K in Q1 2022.
4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on LWM Advisory Services's 13F filing for Q1 2026, filed 29 Apr 2026.