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	$744K	Buy	2,000 +1,995	+39,900%	+$822K	0.03%	529
2025 Q4	$2.96M	Sell	5 -92	-95%	-$40.8K	0.14%	157
2025 Q3	$2.71M	Sell	97 -31	-24%	-$10.8K	0.14%	148
2025 Q2	$1.69M	Buy	128 +8	+7%	+$2.41K	0.1%	195
2025 Q1	$1.2M	Buy	120 +92	+329%	+$30.7K	0.08%	224
2024 Q4	$480K	Buy	+28	New	+$9.01K	0.03%	392
2024 Q3	–	Sell	-8,100	Closed	-$656K	–	767
2024 Q2	$656K	Buy	+8,100	New	+$1.42M	0.05%	300
2020 Q3	–	Sell	-6,000	Closed	-$19K	–	475
2020 Q2	$19K	Buy	+6,000	New	+$325K	﹤0.01%	419

Other funds holding TSLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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.