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Livermore
Livermore
ZHEN

Lyell Wealth Management, LP

SEC CIK
0001686444
Latest filing
Aug 5, 2026

TSLA holding history

Tesla, Inc. in every 13F filed by Lyell Wealth Management, LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TSLA overviewAll 13F holders of TSLAFull Q2 2026 holdings

Shares (Q2 2026)
13,323
Value
$5.60M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of TSLA by Lyell Wealth Management, LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,323$5.60M0.3%+8,123+156.2%AddedHolders
Q1 20265,200$1.93M0.1%−179−3.3%ReducedHolders
Q4 20255,379$2.42M0.2%+1,375+34.3%AddedHolders
Q3 20254,004$1.78M0.1%−36−0.9%ReducedHolders
Q2 20254,040$1.28M0.1%−81−2.0%ReducedHolders
Q1 20254,121$1.07M0.1%−523−11.3%ReducedHolders
Q4 20244,644$1.88M0.2%−1,068−18.7%ReducedHolders
Q3 20245,712$1.49M0.1%−677−10.6%ReducedHolders
Q2 20246,389$1.26M0.1%−945−12.9%ReducedHolders
Q1 20247,334$1.29M0.1%−53−0.7%ReducedHolders
Q4 20237,387$1.84M0.2%−129−1.7%ReducedHolders
Q3 20237,516$1.88M0.3%−668−8.2%ReducedHolders
Q2 20238,184$2.14M0.3%+20+0.2%AddedHolders
Q1 20238,164$1.69M0.2%−476−5.5%ReducedHolders
Q4 20228,640$1.06M0.2%−114−1.3%ReducedHolders
Q3 20228,754$2.32M0.4%+66+0.8%AddedConverted for a 3-for-1 splitHolders
Q2 20222,896$1.95M0.3%−12−0.4%ReducedHolders
Q1 20222,908$3.13M0.4%+129+4.6%AddedHolders
Q4 20212,779$2.94M0.3%−100−3.5%ReducedHolders
Q3 20212,879$2.23M0.3%00.0%UnchangedHolders
Q2 20212,879$1.96M0.2%−29−1.0%ReducedHolders
Q1 20212,908$1.94M0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.