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Western Wealth Management’s Tesla TSLA Stock Holding History

Western 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 		$12.3M Buy
33,210
+12,540
+61% +$5.17M 0.47% 37
2025
Q4 		$9.3M Buy
20,670
+2,127
+11% +$943K 0.43% 41
2025
Q3 		$8.25M Sell
18,543
-8,451
-31% -$2.93M 0.43% 43
2025
Q2 		$8.57M Sell
26,994
-1,213
-4% -$365K 0.51% 38
2025
Q1 		$7.31M Sell
28,207
-3,963
-12% -$1.32M 0.48% 42
2024
Q4 		$13M Sell
32,170
-9,541
-23% -$3.07M 0.85% 26
2024
Q3 		$10.9M Buy
41,711
+8,983
+27% +$2.05M 0.62% 32
2024
Q2 		$6.48M Sell
32,728
-1,573
-5% -$275K 0.48% 42
2024
Q1 		$6.03M Sell
34,301
-12,745
-27% -$2.49M 0.47% 43
2023
Q4 		$11.7M Buy
47,046
+1,088
+2% +$259K 0.84% 21
2023
Q3 		$11.5M Buy
45,958
+376
+0.8% +$96.6K 0.97% 18
2023
Q2 		$11.9M Sell
45,582
-2,640
-5% -$528K 1.02% 17
2023
Q1 		$10M Buy
48,222
+2,388
+5% +$417K 0.93% 19
2022
Q4 		$5.65M Sell
45,834
-30,716
-40% -$5.82M 0.58% 33
2022
Q3 		$20M Buy
76,550
+7,937
+12% +$2.22M 1.15% 14
2022
Q2 		$15.6M Buy
68,613
+2,181
+3% +$595K 0.9% 19
2022
Q1 		$23.9M Buy
66,432
+37,932
+133% +$11.8M 1.16% 14
2021
Q4 		$10M Buy
+28,500
New +$9.56M 0.99% 17
2021
Q2 		$6.61M Buy
29,175
+2,928
+11% +$636K 0.68% 24
2021
Q1 		$5.84M Buy
26,247
+3,792
+17% +$952K 0.79% 22
2020
Q4 		$5.28M Buy
22,455
+5,394
+32% +$920K 0.78% 19
2020
Q3 		$2.44M Buy
17,061
+2,931
+21% +$346K 0.4% 49
2020
Q2 		$1.03M Sell
14,130
-30
-0.2% -$1.62K 0.19% 129
2020
Q1 		$495K Sell
14,160
-10,260
-42% -$425K 0.11% 185
2019
Q4 		$681K Sell
24,420
-285
-1% -$6.18K 0.1% 192
2019
Q3 		$393K Buy
24,705
+135
+0.5% +$2.11K 0.08% 247
2019
Q2 		$363K Sell
24,570
-1,365
-5% -$21.2K 0.05% 273
2019
Q1 		$483K Buy
25,935
+1,155
+5% +$23.2K 0.11% 213
2018
Q4 		$550K Buy
+24,780
New +$533K 0.15% 166

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

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

Western Wealth Management increased its Tesla (TSLA) stake by 61% in Q1 2026, buying an estimated $5.17M and bringing the position to 33,210 shares worth $12.3M. The position accounts for 0.47% of the portfolio, ranked #37.

Western Wealth Management first reported a position in TSLA in Q4 2018 and has held it in 29 quarters since. The position peaked at $23.9M in Q1 2022. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Western Wealth Management held 33,210 shares of Tesla worth $12.3M as of Q1 2026.
  • Western Wealth Management bought 12,540 Tesla shares in Q1 2026, an estimated $5.17M.
  • Tesla made up 0.47% of Western Wealth Management's portfolio in Q1 2026, its #37 holding.
  • Western Wealth Management first reported a position in Tesla in Q4 2018 and has held it in 29 quarters since.
  • Western Wealth Management's Tesla position peaked at $23.9M in Q1 2022.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.