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Stockman Wealth Management’s Tesla TSLA Stock Holding History

Stockman 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
Q2 		$469K Buy
1,114
+10
+0.9% +$3.98K 0.05% 115
2026
Q1 		$410K Sell
1,104
-32
-3% -$13.2K 0.05% 120
2025
Q4 		$511K Sell
1,136
-31
-3% -$13.7K 0.06% 107
2025
Q3 		$519K Buy
1,167
+6
+0.5% +$2.08K 0.06% 106
2025
Q2 		$369K Buy
1,161
+106
+10% +$31.9K 0.05% 124
2025
Q1 		$273K Sell
1,055
-775
-42% -$258K 0.04% 140
2024
Q4 		$739K Sell
1,830
-45
-2% -$14.5K 0.12% 82
2024
Q3 		$491K Buy
1,875
+257
+16% +$58.6K 0.08% 109
2024
Q2 		$320K Sell
1,618
-530
-25% -$92.6K 0.06% 133
2024
Q1 		$378K Sell
2,148
-77
-3% -$15K 0.07% 129
2023
Q4 		$553K Sell
2,225
-1,543
-41% -$367K 0.11% 93
2023
Q3 		$943K Buy
3,768
+150
+4% +$38.5K 0.21% 67
2023
Q2 		$947K Buy
3,618
+15
+0.4% +$3K 0.2% 67
2023
Q1 		$747K Sell
3,603
-65
-2% -$11.3K 0.17% 82
2022
Q4 		$452K Buy
3,668
+990
+37% +$187K 0.1% 120
2022
Q3 		$710K Buy
2,678
+290
+12% +$81K 0.19% 73
2022
Q2 		$536K Buy
2,388
+90
+4% +$24.6K 0.14% 93
2022
Q1 		$825K Sell
2,298
-24
-1% -$7.47K 0.17% 76
2021
Q4 		$818K Hold
2,322
– – 0.17% 79
2021
Q3 		$600K Buy
2,322
+186
+9% +$43.8K 0.13% 99
2021
Q2 		$484K Sell
2,136
-132
-6% -$28.7K 0.12% 114
2021
Q1 		$505K Buy
2,268
+228
+11% +$57.2K 0.14% 104
2020
Q4 		$480K Buy
2,040
+60
+3% +$10.2K 0.15% 100
2020
Q3 		$283K Buy
+1,980
New +$234K 0.1% 124

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stockman Wealth Management's TSLA Position: Q2 2026 in Review

Stockman Wealth Management increased its Tesla (TSLA) stake by 0.91% in Q2 2026, buying an estimated $3.98K and bringing the position to 1,114 shares worth $469K. The position accounts for 0.05% of the portfolio, ranked #115.

Stockman Wealth Management first reported a position in TSLA in Q3 2020 and has held it in 24 quarters since. The position peaked at $947K in Q2 2023. 4,286 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Stockman Wealth Management held 1,114 shares of Tesla worth $469K as of Q2 2026.
  • Stockman Wealth Management bought 10 Tesla shares in Q2 2026, an estimated $3.98K.
  • Tesla made up 0.05% of Stockman Wealth Management's portfolio in Q2 2026, its #115 holding.
  • Stockman Wealth Management first reported a position in Tesla in Q3 2020 and has held it in 24 quarters since.
  • Stockman Wealth Management's Tesla position peaked at $947K in Q2 2023.
  • 4,286 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Stockman Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.