LWM
TSLA icon

Lyell Wealth Management’s Tesla TSLA Stock Holding History

Lyell Wealth Management’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 		$1.93M Sell
5,200
-179
-3% -$73.7K 0.14% 95
2025
Q4 		$2.42M Buy
5,379
+1,375
+34% +$610K 0.18% 80
2025
Q3 		$1.78M Sell
4,004
-36
-0.9% -$12.5K 0.13% 92
2025
Q2 		$1.28M Sell
4,040
-81
-2% -$24.4K 0.1% 106
2025
Q1 		$1.07M Sell
4,121
-523
-11% -$174K 0.1% 116
2024
Q4 		$1.88M Sell
4,644
-1,068
-19% -$344K 0.17% 98
2024
Q3 		$1.49M Sell
5,712
-677
-11% -$154K 0.14% 105
2024
Q2 		$1.26M Sell
6,389
-945
-13% -$165K 0.12% 103
2024
Q1 		$1.29M Sell
7,334
-53
-0.7% -$10.4K 0.13% 102
2023
Q4 		$1.84M Sell
7,387
-129
-2% -$30.7K 0.21% 96
2023
Q3 		$1.88M Sell
7,516
-668
-8% -$172K 0.25% 92
2023
Q2 		$2.14M Buy
8,184
+20
+0.2% +$4K 0.27% 89
2023
Q1 		$1.69M Sell
8,164
-476
-6% -$83K 0.24% 93
2022
Q4 		$1.06M Sell
8,640
-114
-1% -$21.6K 0.17% 101
2022
Q3 		$2.32M Buy
8,754
+66
+0.8% +$18.4K 0.4% 79
2022
Q2 		$1.95M Sell
8,688
-36
-0.4% -$9.83K 0.32% 84
2022
Q1 		$3.13M Buy
8,724
+387
+5% +$121K 0.4% 77
2021
Q4 		$2.94M Sell
8,337
-300
-3% -$101K 0.34% 74
2021
Q3 		$2.23M Hold
8,637
– – 0.27% 82
2021
Q2 		$1.96M Sell
8,637
-87
-1% -$18.9K 0.24% 82
2021
Q1 		$1.94M Buy
8,724
+9
+0.1% +$2.26K 0.28% 77
2020
Q4 		$2.05M Buy
8,715
+150
+2% +$25.6K 0.33% 72
2020
Q3 		$1.23M Hold
8,565
– – 0.23% 73
2020
Q2 		$617K Sell
8,565
-15
-0.2% -$811 0.14% 80
2020
Q1 		$300K Buy
8,580
+30
+0.4% +$1.24K 0.09% 100
2019
Q4 		$238K Buy
+8,550
New +$185K 0.06% 117

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

Lyell Wealth Management's TSLA Position: Q1 2026 in Review

Lyell Wealth Management reduced its Tesla (TSLA) stake by 3.3% in Q1 2026, selling an estimated $73.7K and leaving 5,200 shares worth $1.93M. The position accounts for 0.14% of the portfolio, ranked #95.

Lyell Wealth Management first reported a position in TSLA in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.13M in Q1 2022. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Lyell Wealth Management held 5,200 shares of Tesla worth $1.93M as of Q1 2026.
  • Lyell Wealth Management sold 179 Tesla shares in Q1 2026, an estimated $73.7K.
  • Tesla made up 0.14% of Lyell Wealth Management's portfolio in Q1 2026, its #95 holding.
  • Lyell Wealth Management first reported a position in Tesla in Q4 2019 and has held it in 26 quarters since.
  • Lyell Wealth Management's Tesla position peaked at $3.13M in Q1 2022.
  • 4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.