Western Wealth Management’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
-900
Closed -$8K 498
2020
Q3
$8K Buy
+900
New +$106K ﹤0.01% 441
2020
Q1
Sell
-15,000
Closed -$9K 421
2019
Q4
$9K Buy
+15,000
New +$325K ﹤0.01% 399

Other funds holding TSLA

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.