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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
Q2 		$1.05M Sell
2,486
-500
-17% -$199K 0.82% 21
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 $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

M Wealth Management LLC's TSLA Position: Q2 2026 in Review

M Wealth Management LLC reduced its Tesla (TSLA) stake by 17% in Q2 2026, selling an estimated $199K and leaving 2,486 shares worth $1.05M. The position accounts for 0.82% of the portfolio, ranked #21.

M Wealth Management LLC first reported a position in TSLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.11M in Q1 2026. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • M Wealth Management LLC held 2,486 shares of Tesla worth $1.05M as of Q2 2026.
  • M Wealth Management LLC sold 500 Tesla shares in Q2 2026, an estimated $199K.
  • Tesla made up 0.82% of M Wealth Management LLC's portfolio in Q2 2026, its #21 holding.
  • M Wealth Management LLC first reported a position in Tesla in Q4 2024 and has held it in 7 quarters since.
  • M Wealth Management LLC's Tesla position peaked at $1.11M in Q1 2026.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on M Wealth Management LLC's 13F filing for Q2 2026, filed 27 Jul 2026.