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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
Q2 		$5.6M Buy
13,323
+8,123
+156% +$3.23M 0.34% 65
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 $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 $3.37T AUM 44.26% 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

Lyell Wealth Management's TSLA Position: Q2 2026 in Review

Lyell Wealth Management increased its Tesla (TSLA) stake by 156% in Q2 2026, buying an estimated $3.23M and bringing the position to 13,323 shares worth $5.6M. The position accounts for 0.34% of the portfolio, ranked #65.

Lyell Wealth Management first reported a position in TSLA in Q4 2019 and has held it in 27 quarters since. 4,306 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Lyell Wealth Management held 13,323 shares of Tesla worth $5.6M as of Q2 2026.
  • Lyell Wealth Management bought 8,123 Tesla shares in Q2 2026, an estimated $3.23M.
  • Tesla made up 0.34% of Lyell Wealth Management's portfolio in Q2 2026, its #65 holding.
  • Lyell Wealth Management first reported a position in Tesla in Q4 2019 and has held it in 27 quarters since.
  • 4,306 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.