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Schrum Private Wealth Management’s Tesla TSLA Stock Holding History

Schrum Private 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 		$206K Buy
553
+2
+0.4% +$824 0.16% 125
2025
Q4 		$248K Buy
551
+10
+2% +$4.43K 0.18% 114
2025
Q3 		$241K Buy
+541
New +$188K 0.18% 115

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

Schrum Private Wealth Management's TSLA Position: Q1 2026 in Review

Schrum Private Wealth Management increased its Tesla (TSLA) stake by 0.36% in Q1 2026, buying an estimated $824 and bringing the position to 553 shares worth $206K. The position accounts for 0.16% of the portfolio, ranked #125.

Schrum Private Wealth Management first reported a position in TSLA in Q3 2025 and has held it in 3 quarters since. The position peaked at $248K in Q4 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Schrum Private Wealth Management held 553 shares of Tesla worth $206K as of Q1 2026.
  • Schrum Private Wealth Management bought 2 Tesla shares in Q1 2026, an estimated $824.
  • Tesla made up 0.16% of Schrum Private Wealth Management's portfolio in Q1 2026, its #125 holding.
  • Schrum Private Wealth Management first reported a position in Tesla in Q3 2025 and has held it in 3 quarters since.
  • Schrum Private Wealth Management's Tesla position peaked at $248K in Q4 2025.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.