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WealthTrust Axiom’s Tesla TSLA Stock Holding History

WealthTrust Axiom’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 		$624K Buy
1,679
+49
+3% +$20.2K 0.15% 129
2025
Q4 		$733K Buy
1,630
+26
+2% +$11.5K 0.19% 108
2025
Q3 		$713K Hold
1,604
– – 0.19% 112
2025
Q2 		$509K Sell
1,604
-69
-4% -$20.8K 0.15% 132
2025
Q1 		$434K Buy
1,673
+304
+22% +$101K 0.13% 141
2024
Q4 		$553K Sell
1,369
-406
-23% -$131K 0.16% 126
2024
Q3 		$465K Hold
1,775
– – 0.14% 140
2024
Q2 		$351K Buy
1,775
+119
+7% +$20.8K 0.12% 164
2024
Q1 		$291K Sell
1,656
-15
-0.9% -$2.93K 0.09% 182
2023
Q4 		$415K Sell
1,671
-60
-3% -$14.3K 0.14% 144
2023
Q3 		$433K Hold
1,731
– – 0.16% 138
2023
Q2 		$453K Hold
1,731
– – 0.15% 139
2023
Q1 		$359K Hold
1,731
– – 0.12% 163
2022
Q4 		$213K Hold
1,731
– – 0.07% 200
2022
Q3 		$459K Hold
1,731
– – 0.17% 115
2022
Q2 		$388K Buy
1,731
+15
+0.9% +$4.09K 0.14% 143
2022
Q1 		$616K Sell
1,716
-3
-0.2% -$934 0.19% 108
2021
Q4 		$605K Sell
1,719
-900
-34% -$302K 0.19% 106
2021
Q3 		$676K Hold
2,619
– – 0.23% 97
2021
Q2 		$593K Buy
2,619
+3
+0.1% +$651 0.19% 110
2021
Q1 		$582K Buy
2,616
+1,110
+74% +$279K 0.2% 105
2020
Q4 		$354K Hold
1,506
– – 0.13% 144
2020
Q3 		$215K Sell
1,506
-1,494
-50% -$176K 0.09% 164
2020
Q2 		$215K Buy
+3,000
New +$162K 0.09% 163
2018
Q3 		– Sell
-9,270
Closed -$211K – 237
2018
Q2 		$211K Buy
+9,270
New +$188K 0.07% 196

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

WealthTrust Axiom's TSLA Position: Q1 2026 in Review

WealthTrust Axiom increased its Tesla (TSLA) stake by 3% in Q1 2026, buying an estimated $20.2K and bringing the position to 1,679 shares worth $624K. The position accounts for 0.15% of the portfolio, ranked #129.

WealthTrust Axiom first reported a position in TSLA in Q2 2018 and has held it in 25 quarters since. The position peaked at $733K in Q4 2025. 4,173 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • WealthTrust Axiom held 1,679 shares of Tesla worth $624K as of Q1 2026.
  • WealthTrust Axiom bought 49 Tesla shares in Q1 2026, an estimated $20.2K.
  • Tesla made up 0.15% of WealthTrust Axiom's portfolio in Q1 2026, its #129 holding.
  • WealthTrust Axiom first reported a position in Tesla in Q2 2018 and has held it in 25 quarters since.
  • WealthTrust Axiom's Tesla position peaked at $733K in Q4 2025.
  • 4,173 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on WealthTrust Axiom's 13F filing for Q1 2026, filed 11 May 2026.