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M3 Advisory Group’s Tesla TSLA Stock Holding History

M3 Advisory Group’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 		$1.59M Sell
4,275
-96
-2% -$39.5K 0.98% 25
2025
Q4 		$1.97M Buy
4,371
+209
+5% +$92.6K 1.2% 20
2025
Q3 		$1.85M Buy
4,162
+757
+22% +$263K 1.15% 20
2025
Q2 		$1.08M Buy
3,405
+278
+9% +$83.8K 0.75% 30
2025
Q1 		$810K Sell
3,127
-147
-4% -$49K 0.64% 33
2024
Q4 		$1.32M Sell
3,274
-124
-4% -$39.9K 0.95% 24
2024
Q3 		$889K Buy
3,398
+179
+6% +$40.8K 0.65% 33
2024
Q2 		$637K Buy
3,219
+339
+12% +$59.2K 0.52% 42
2024
Q1 		$506K Buy
2,880
+672
+30% +$131K 0.46% 49
2023
Q4 		$549K Buy
+2,208
New +$525K 0.64% 34

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

M3 Advisory Group's TSLA Position: Q1 2026 in Review

M3 Advisory Group reduced its Tesla (TSLA) stake by 2.2% in Q1 2026, selling an estimated $39.5K and leaving 4,275 shares worth $1.59M. The position accounts for 0.98% of the portfolio, ranked #25.

M3 Advisory Group first reported a position in TSLA in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.97M in Q4 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • M3 Advisory Group held 4,275 shares of Tesla worth $1.59M as of Q1 2026.
  • M3 Advisory Group sold 96 Tesla shares in Q1 2026, an estimated $39.5K.
  • Tesla made up 0.98% of M3 Advisory Group's portfolio in Q1 2026, its #25 holding.
  • M3 Advisory Group first reported a position in Tesla in Q4 2023 and has held it in 10 quarters since.
  • M3 Advisory Group's Tesla position peaked at $1.97M in Q4 2025.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.