SWM
TSLA icon

Schwallier Wealth Management’s Tesla TSLA Stock Holding History

Schwallier 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 		$245K Buy
659
+1
+0.2% +$412 0.18% 55
2025
Q4 		$283K Sell
658
-3
-0.5% -$1.33K 0.18% 46
2025
Q3 		$294K Buy
661
+11
+2% +$3.81K 0.18% 39
2025
Q2 		$206K Buy
+650
New +$196K 0.13% 51

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

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

Schwallier Wealth Management increased its Tesla (TSLA) stake by 0.15% in Q1 2026, buying an estimated $412 and bringing the position to 659 shares worth $245K. The position accounts for 0.18% of the portfolio, ranked #55.

Schwallier Wealth Management first reported a position in TSLA in Q2 2025 and has held it in 4 quarters since. The position peaked at $294K in Q3 2025. 4,176 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Schwallier Wealth Management held 659 shares of Tesla worth $245K as of Q1 2026.
  • Schwallier Wealth Management bought 1 Tesla share in Q1 2026, an estimated $412.
  • Tesla made up 0.18% of Schwallier Wealth Management's portfolio in Q1 2026, its #55 holding.
  • Schwallier Wealth Management first reported a position in Tesla in Q2 2025 and has held it in 4 quarters since.
  • Schwallier Wealth Management's Tesla position peaked at $294K in Q3 2025.
  • 4,176 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Schwallier Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.