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 Q2	$3.64M	Buy	8,653 +195	+2%	+$77.6K	0.41%	54
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Philip James Wealth Mangement's TSLA Position: Q2 2026 in Review

Philip James Wealth Mangement increased its Tesla (TSLA) stake by 2.3% in Q2 2026, buying an estimated $77.6K and bringing the position to 8,653 shares worth $3.64M. The position accounts for 0.41% of the portfolio, ranked #54.

Philip James Wealth Mangement first reported a position in TSLA in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.7M in Q4 2025. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Philip James Wealth Mangement held 8,653 shares of Tesla worth $3.64M as of Q2 2026.
Philip James Wealth Mangement bought 195 Tesla shares in Q2 2026, an estimated $77.6K.
Tesla made up 0.41% of Philip James Wealth Mangement's portfolio in Q2 2026, its #54 holding.
Philip James Wealth Mangement first reported a position in Tesla in Q3 2024 and has held it in 8 quarters since.
Philip James Wealth Mangement's Tesla position peaked at $3.7M in Q4 2025.
4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.