PTM Wealth Management’s Tesla TSLA Stock Holding History

PTM 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
2026 Q1	$332K	Buy	942 +342	+57%	+$141K	0.18%	41
2025 Q4	$271K	Hold	600	–	–	0.15%	48
2025 Q3	$272K	Buy	+600	New	+$208K	0.16%	44

Other funds holding TSLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PTM Wealth Management's TSLA Position: Q1 2026 in Review

PTM Wealth Management increased its Tesla (TSLA) stake by 57% in Q1 2026, buying an estimated $141K and bringing the position to 942 shares worth $332K. The position accounts for 0.18% of the portfolio, ranked #41.

PTM Wealth Management first reported a position in TSLA in Q3 2025 and has held it in 3 quarters since. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

PTM Wealth Management held 942 shares of Tesla worth $332K as of Q1 2026.
PTM Wealth Management bought 342 Tesla shares in Q1 2026, an estimated $141K.
Tesla made up 0.18% of PTM Wealth Management's portfolio in Q1 2026, its #41 holding.
PTM Wealth Management first reported a position in Tesla in Q3 2025 and has held it in 3 quarters since.
4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on PTM Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.