Wellington Shields Capital Management’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2M | Sell |
4,753
-600
| -11% | -$239K | 0.25% | 77 |
|
|
2026
Q1 | $1.99M | Sell |
5,353
-200
| -4% | -$82.4K | 0.3% | 76 |
|
|
2025
Q4 | $2.5M | Sell |
5,553
-500
| -8% | -$222K | 0.36% | 56 |
|
|
2025
Q3 | $2.69M | Sell |
6,053
-300
| -5% | -$104K | 0.41% | 54 |
|
|
2025
Q2 | $2.02M | Buy |
6,353
+750
| +13% | +$226K | 0.34% | 68 |
|
|
2025
Q1 | $1.45M | Buy |
5,603
+500
| +10% | +$167K | 0.26% | 79 |
|
|
2024
Q4 | $2.06M | Buy |
5,103
+448
| +10% | +$144K | 0.36% | 57 |
|
|
2024
Q3 | $1.22M | Hold |
4,655
| – | – | 0.21% | 96 |
|
|
2024
Q2 | $921K | Buy |
4,655
+1,000
| +27% | +$175K | 0.17% | 110 |
|
|
2024
Q1 | $643K | Sell |
3,655
-135
| -4% | -$26.4K | 0.12% | 135 |
|
|
2023
Q4 | $942K | Buy |
3,790
+95
| +3% | +$22.6K | 0.12% | 110 |
|
|
2023
Q3 | $925K | Hold |
3,695
| – | – | 0.12% | 103 |
|
|
2023
Q2 | $967K | Buy |
3,695
+778
| +27% | +$156K | 0.12% | 106 |
|
|
2023
Q1 | $605K | Sell |
2,917
-530
| -15% | -$92.5K | 0.07% | 134 |
|
|
2022
Q4 | $425K | Sell |
3,447
-1,281
| -27% | -$243K | 0.05% | 160 |
|
|
2022
Q3 | $1.25M | Hold |
4,728
| – | – | 0.3% | 87 |
|
|
2022
Q2 | $1.06M | Hold |
4,728
| – | – | 0.13% | 95 |
|
|
2022
Q1 | $1.7M | Sell |
4,728
-492
| -9% | -$153K | 0.19% | 79 |
|
|
2021
Q4 | $1.84M | Sell |
5,220
-450
| -8% | -$151K | 0.24% | 91 |
|
|
2021
Q3 | $1.47M | Buy |
5,670
+1,785
| +46% | +$420K | 0.2% | 93 |
|
|
2021
Q2 | $880K | Hold |
3,885
| – | – | 0.11% | 157 |
|
|
2021
Q1 | $865K | Hold |
3,885
| – | – | 0.08% | 163 |
|
|
2020
Q4 | $914K | Buy |
3,885
+135
| +4% | +$23K | 0.12% | 132 |
|
|
2020
Q3 | $536K | Hold |
3,750
| – | – | 0.09% | 138 |
|
|
2020
Q2 | $270K | Buy |
+3,750
| New | +$203K | 0.04% | 206 |
|
|
2017
Q2 | – | Sell |
-14,400
| Closed | -$267K | – | 338 |
|
|
2017
Q1 | $267K | Buy |
+14,400
| New | +$244K | 0.04% | 273 |
|
|
2015
Q3 | – | Sell |
-15,750
| Closed | -$282K | – | 337 |
|
|
2015
Q2 | $282K | Buy |
+15,750
| New | +$249K | 0.04% | 287 |
|
|
2015
Q1 | – | Sell |
-36,000
| Closed | -$534K | – | 363 |
|
|
2014
Q4 | $534K | Buy |
36,000
+1,500
| +4% | +$23.4K | 0.09% | 213 |
|
|
2014
Q3 | $558K | Hold |
34,500
| – | – | 0.09% | 202 |
|
|
2014
Q2 | $552K | Buy |
34,500
+3,000
| +10% | +$41.8K | 0.09% | 211 |
|
|
2014
Q1 | $438K | Buy |
31,500
+1,500
| +5% | +$20.1K | 0.07% | 217 |
|
|
2013
Q4 | $301K | Buy |
+30,000
| New | +$306K | 0.05% | 246 |
|
Other funds holding TSLA
Wellington Shields Capital Management's TSLA Position: Q2 2026 in Review
Wellington Shields Capital Management reduced its Tesla (TSLA) stake by 11% in Q2 2026, selling an estimated $239K and leaving 4,753 shares worth $2M. The position accounts for 0.25% of the portfolio, ranked #77.
Wellington Shields Capital Management first reported a position in TSLA in Q4 2013 and has held it in 32 quarters since. The position peaked at $2.69M in Q3 2025. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.
- Wellington Shields Capital Management held 4,753 shares of Tesla worth $2M as of Q2 2026.
- Wellington Shields Capital Management sold 600 Tesla shares in Q2 2026, an estimated $239K.
- Tesla made up 0.25% of Wellington Shields Capital Management's portfolio in Q2 2026, its #77 holding.
- Wellington Shields Capital Management first reported a position in Tesla in Q4 2013 and has held it in 32 quarters since.
- Wellington Shields Capital Management's Tesla position peaked at $2.69M in Q3 2025.
- 4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.
Based on Wellington Shields Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.