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Philip James Wealth Mangement’s Tesla TSLA Stock Holding History

Philip James Wealth Mangement’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 		$3.14M Buy
8,458
+232
+3% +$95.6K 0.36% 52
2025
Q4 		$3.7M Sell
8,226
-25
-0.3% -$11.1K 0.43% 51
2025
Q3 		$3.67M Buy
8,251
+34
+0.4% +$11.8K 0.43% 52
2025
Q2 		$2.61M Buy
8,217
+415
+5% +$125K 0.33% 59
2025
Q1 		$2.02M Buy
7,802
+412
+6% +$137K 0.25% 59
2024
Q4 		$2.98M Sell
7,390
-250
-3% -$80.4K 0.39% 54
2024
Q3 		$2M Buy
+7,640
New +$1.74M 0.25% 57

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

Philip James Wealth Mangement's TSLA Position: Q1 2026 in Review

Philip James Wealth Mangement increased its Tesla (TSLA) stake by 2.8% in Q1 2026, buying an estimated $95.6K and bringing the position to 8,458 shares worth $3.14M. The position accounts for 0.36% of the portfolio, ranked #52.

Philip James Wealth Mangement first reported a position in TSLA in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.7M in Q4 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Philip James Wealth Mangement held 8,458 shares of Tesla worth $3.14M as of Q1 2026.
  • Philip James Wealth Mangement bought 232 Tesla shares in Q1 2026, an estimated $95.6K.
  • Tesla made up 0.36% of Philip James Wealth Mangement's portfolio in Q1 2026, its #52 holding.
  • Philip James Wealth Mangement first reported a position in Tesla in Q3 2024 and has held it in 7 quarters since.
  • Philip James Wealth Mangement's Tesla position peaked at $3.7M in Q4 2025.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.