Lyell Wealth Management
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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
Q3 		$5.97M Buy
16,828
+3,505
+26% +$1.25M 0.35% 62
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% -$9.8K 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 		$1.22M 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

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Lyell Wealth Management's TSLA Position: Q3 2026 in Review

Lyell Wealth Management increased its Tesla (TSLA) stake by 26% in Q3 2026, buying an estimated $1.25M and bringing the position to 16,828 shares worth $5.97M. The position accounts for 0.35% of the portfolio, ranked #62.

Lyell Wealth Management first reported a position in TSLA in Q4 2019 and has held it in 28 quarters since. 2,433 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Lyell Wealth Management held 16,828 shares of Tesla worth $5.97M as of Q3 2026.
  • Lyell Wealth Management bought 3,505 Tesla shares in Q3 2026, an estimated $1.25M.
  • Tesla made up 0.35% of Lyell Wealth Management's portfolio in Q3 2026, its #62 holding.
  • Lyell Wealth Management first reported a position in Tesla in Q4 2019 and has held it in 28 quarters since.
  • 2,433 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.