WFG
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Wills Financial Group’s Tesla TSLA Stock Holding History

Wills Financial Group’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 		$292K Hold
655
– – 0.11% 66
2025
Q4 		$295K Sell
655
-16
-2% -$7.09K 0.11% 66
2025
Q3 		$298K Buy
671
+1
+0.1% +$347 0.12% 56
2025
Q2 		$213K Buy
+670
New +$202K 0.09% 67
2025
Q1 		– Sell
-658
Closed -$266K – 66
2024
Q4 		$266K Buy
+658
New +$212K 0.11% 59

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

Wills Financial Group's TSLA Position: Q1 2026 in Review

Wills Financial Group held its Tesla (TSLA) position steady in Q1 2026 at 655 shares worth $292K. The position accounts for 0.11% of the portfolio, ranked #66.

Wills Financial Group first reported a position in TSLA in Q4 2024 and has held it in 5 quarters since. The position peaked at $298K in Q3 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Wills Financial Group held 655 shares of Tesla worth $292K as of Q1 2026.
  • Wills Financial Group left its Tesla share count unchanged in Q1 2026.
  • Tesla made up 0.11% of Wills Financial Group's portfolio in Q1 2026, its #66 holding.
  • Wills Financial Group first reported a position in Tesla in Q4 2024 and has held it in 5 quarters since.
  • Wills Financial Group's Tesla position peaked at $298K in Q3 2025.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Wills Financial Group's 13F filing for Q1 2026, filed 14 May 2026.