GRIMES & Co WEALTH MANAGEMENT, LLC

Position in TSLA — Tesla, Inc.

CIK 1321993 WESTBOROUGH, MA

Position in TSLA

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$5,627,627

+$932,054 QoQ

Shares Held

13,380

+5.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#1,115

of 4,245 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

GRIMES & Co WEALTH MANAGEMENT, LLC holds $7,348,203 across 3 Auto Manufacturers names. TSLA ranks #1 (76.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc. This page	13,380	$5,627,627
2	GM	General Motors Co	20,178	$1,555,320
3	F	Ford Motor Co	11,889	$165,256

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,627,627	13,380	+5.9%	Shares	Other	2026-07-17
2026-03-31	$4,695,573	12,631	+5.8%	Shares	Sole	2026-04-21
2025-12-31	$5,370,106	11,941	+21.5%	Shares	Sole	2026-02-03
2025-09-30	$4,369,818	9,826	+93.5%	Shares	Sole	2025-10-27
2025-06-30	$1,613,395	5,079	-6.4%	Shares	Sole	2025-07-22
2025-03-31	$1,406,202	5,426	-19.3%	Shares	Sole	2025-04-17
2024-12-31	$2,714,208	6,721	-8.2%	Shares	Sole	2025-01-21
2024-09-30	$1,914,608	7,318	+0.4%	Shares	Sole	2024-10-22
2024-06-30	$1,442,545	7,290	+25.5%	Shares	Sole	2024-07-22
2024-03-31	$1,021,339	5,810	-4.7%	Shares	Sole	2024-04-17
2023-12-31	$1,515,231	6,098	-15.2%	Shares	Sole	2024-01-24
2023-09-30	$1,800,332	7,195	-29.6%	Shares	Sole	2023-10-19
2023-06-30	$2,676,336	10,224	+54.0%	Shares	Sole	2023-07-19
2023-03-31	$1,377,326	6,639	+7.2%	Shares	Sole	2023-04-20
2022-12-31	$762,853	6,193	-0.1%	Shares	Sole	2023-01-25
2022-09-30	$1,645,080	6,202	+186.1%	Shares	Sole	2022-10-28
2022-06-30	$1,459,974	2,168	+0.0%	Shares	Sole	2022-07-22
2022-03-31	$2,335,159	2,167	+12.7%	Shares	Sole	2022-05-06
2021-12-31	$2,031,131	1,922	+0.3%	Shares	Sole	2022-02-01
2021-09-30	$1,486,594	1,917	-4.7%	Shares	Sole	2021-11-08
2021-06-30	$1,367,556	2,012	+1.0%	Shares	Sole	2021-08-04
2021-03-31	$1,330,516	1,992	-8.6%	Shares	Sole	2021-05-12
2020-12-31	$1,538,360	2,180	-11.7%	Shares	Sole	2021-02-02
2020-09-30	$1,059,225	2,469	+409.1%	Shares	Sole	2020-11-12
2020-06-30	$523,707	485	-9.3%	Shares	Sole	2020-07-31
2020-03-31	$280,339	535	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.