Widmann Financial Services’s Tesla TSLA Stock Holding History

Widmann Financial Services’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	$1.58M	Sell	4,238 -1,009	-19%	-$416K	0.94%	29
2025 Q4	$2.36M	Sell	5,247 -7	-0.1%	-$3.1K	1.44%	19
2025 Q3	$2.34M	Buy	5,254 +7	+0.1%	+$2.43K	1.47%	18
2025 Q2	$1.67M	Buy	5,247 +19	+0.4%	+$5.72K	1.16%	25
2025 Q1	$1.35M	Sell	5,228 -10,992	-68%	-$3.66M	1.05%	27
2024 Q4	$6.55M	Sell	16,220 -1,548	-9%	-$498K	5.07%	4
2024 Q3	$4.65M	Buy	+17,768	New	+$4.05M	3.52%	7
2022 Q1	–	Sell	-2,790	Closed	-$982K	–	421
2021 Q4	$982K	Buy	+2,790	New	+$936K	0.81%	39

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

Widmann Financial Services's TSLA Position: Q1 2026 in Review

Widmann Financial Services reduced its Tesla (TSLA) stake by 19% in Q1 2026, selling an estimated $416K and leaving 4,238 shares worth $1.58M. The position accounts for 0.94% of the portfolio, ranked #29.

Widmann Financial Services first reported a position in TSLA in Q4 2021 and has held it in 8 quarters since. The position peaked at $6.55M in Q4 2024. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Widmann Financial Services held 4,238 shares of Tesla worth $1.58M as of Q1 2026.
Widmann Financial Services sold 1,009 Tesla shares in Q1 2026, an estimated $416K.
Tesla made up 0.94% of Widmann Financial Services's portfolio in Q1 2026, its #29 holding.
Widmann Financial Services first reported a position in Tesla in Q4 2021 and has held it in 8 quarters since.
Widmann Financial Services's Tesla position peaked at $6.55M in Q4 2024.
4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Widmann Financial Services's 13F filing for Q1 2026, filed 15 May 2026.