MWML
TSLA icon

M Wealth Management LLC’s Tesla TSLA Stock Holding History

M Wealth Management LLC’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 		$1.11M Buy
2,986
+2,115
+243% +$871K 0.93% 19
2025
Q4 		$392K Buy
871
+1
+0.1% +$443 0.34% 35
2025
Q3 		$387K Sell
870
-10
-1% -$3.47K 0.34% 32
2025
Q2 		$280K Hold
880
– – 0.26% 36
2025
Q1 		$228K Hold
880
– – 0.21% 41
2024
Q4 		$355K Buy
+880
New +$283K 0.32% 33

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

M Wealth Management LLC's TSLA Position: Q1 2026 in Review

M Wealth Management LLC increased its Tesla (TSLA) stake by 243% in Q1 2026, buying an estimated $871K and bringing the position to 2,986 shares worth $1.11M. The position accounts for 0.93% of the portfolio, ranked #19.

M Wealth Management LLC first reported a position in TSLA in Q4 2024 and has held it in 6 quarters since. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • M Wealth Management LLC held 2,986 shares of Tesla worth $1.11M as of Q1 2026.
  • M Wealth Management LLC bought 2,115 Tesla shares in Q1 2026, an estimated $871K.
  • Tesla made up 0.93% of M Wealth Management LLC's portfolio in Q1 2026, its #19 holding.
  • M Wealth Management LLC first reported a position in Tesla in Q4 2024 and has held it in 6 quarters since.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on M Wealth Management LLC's 13F filing for Q1 2026, filed 15 May 2026.