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M Wealth Management, LLC

SEC CIK
0002026150
Latest filing
Jul 27, 2026

TSLA holding history

Tesla, Inc. in every 13F filed by M Wealth Management, LLC, 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)
2,486
Value
$1.05M
% of portfolio
0.8%
Quarters held
7
Since Q4 2024
Holdings of TSLA by M Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,486$1.05M0.8%−500−16.7%ReducedHolders
Q1 20262,986$1.11M0.9%+2,115+242.8%AddedHolders
Q4 2025871$391.7K0.3%+1+0.1%AddedHolders
Q3 2025870$386.9K0.3%−10−1.1%ReducedHolders
Q2 2025880$279.5K0.3%00.0%UnchangedHolders
Q1 2025880$228.1K0.2%00.0%UnchangedHolders
Q4 2024880$355.4K0.3%–No prior filingHolders