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PBMares Wealth Management’s Tesla TSLA Stock Holding History

PBMares 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
2025
Q3 		$1.33M Buy
2,980
+386
+15% +$134K 0.21% 55
2025
Q2 		$824K Buy
2,594
+20
+0.8% +$6.03K 0.15% 79
2025
Q1 		$667K Sell
2,574
-25
-1% -$8.33K 0.13% 88
2024
Q4 		$1.05M Buy
2,599
+19
+0.7% +$6.11K 0.21% 66
2024
Q3 		$675K Sell
2,580
-16
-0.6% -$3.65K 0.14% 88
2024
Q2 		$514K Buy
2,596
+320
+14% +$55.9K 0.13% 100
2024
Q1 		$400K Buy
2,276
+41
+2% +$8.01K 0.1% 119
2023
Q4 		$555K Sell
2,235
-79
-3% -$18.8K 0.17% 93
2023
Q3 		$579K Buy
2,314
+139
+6% +$35.7K 0.21% 83
2023
Q2 		$569K Sell
2,175
-160
-7% -$32K 0.2% 87
2023
Q1 		$484K Buy
2,335
+97
+4% +$16.9K 0.18% 101
2022
Q4 		$276K Sell
2,238
-63
-3% -$11.9K 0.11% 128
2022
Q3 		$610K Hold
2,301
– – 0.27% 70
2022
Q2 		$517K Buy
2,301
+264
+13% +$72.1K 0.22% 85
2022
Q1 		$732K Hold
2,037
– – 0.45% 56
2021
Q4 		$718K Sell
2,037
-6
-0.3% -$2.01K 0.3% 70
2021
Q3 		$528K Sell
2,043
-1,200
-37% -$282K 0.25% 81
2021
Q2 		$735K Buy
3,243
+600
+23% +$130K 0.4% 67
2021
Q1 		$588K Buy
2,643
+594
+29% +$149K 0.48% 67
2020
Q4 		$482K Sell
2,049
-51
-2% -$8.7K 0.55% 67
2020
Q3 		$300K Buy
+2,100
New +$248K 0.44% 76

Other funds holding TSLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

PBMares Wealth Management's TSLA Position: Q3 2025 in Review

PBMares Wealth Management increased its Tesla (TSLA) stake by 15% in Q3 2025, buying an estimated $134K and bringing the position to 2,980 shares worth $1.33M. The position accounts for 0.21% of the portfolio, ranked #55.

PBMares Wealth Management first reported a position in TSLA in Q3 2020 and has held it in 21 quarters since. 3,973 funds tracked by Wall St. Rank hold TSLA as of Q3 2025.

  • PBMares Wealth Management held 2,980 shares of Tesla worth $1.33M as of Q3 2025.
  • PBMares Wealth Management bought 386 Tesla shares in Q3 2025, an estimated $134K.
  • Tesla made up 0.21% of PBMares Wealth Management's portfolio in Q3 2025, its #55 holding.
  • PBMares Wealth Management first reported a position in Tesla in Q3 2020 and has held it in 21 quarters since.
  • 3,973 funds tracked by Wall St. Rank held Tesla as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.