Position in TSLA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$939,199
+$68,561 QoQ
Shares Held
2,233
-4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#2,547
of 4,245 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TSLA Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Lodestone Wealth Management LLC holds $1,462,940 across 8 Auto Manufacturers names. TSLA ranks #1 (64.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
This page
|
2,233 | $939,199 | |
| 2 | TM |
Toyota Motor Corp/
|
2,660 | $447,997 | |
| 3 | GM |
General Motors Co
|
587 | $45,245 | |
| 4 | HMC |
Honda Motor Co Ltd
|
561 | $15,208 | |
| 5 | F |
Ford Motor Co
|
908 | $12,621 | |
| 6 | RIVN |
Rivian Automotive, Inc. / DE
|
110 | $1,908 | |
| 7 | NIO |
NIO Inc.
|
150 | $759 | |
| 8 | WKHS |
Workhorse Group Inc.
|
1 | $3 |
All Filings in TSLA
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $939,199 | 2,233 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $870,638 | 2,342 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,010,520 | 2,247 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $999,730 | 2,248 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $717,276 | 2,258 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $514,432 | 1,985 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $719,239 | 1,781 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $482,707 | 1,845 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $375,576 | 1,898 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $335,055 | 1,906 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $398,313 | 1,603 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $397,849 | 1,590 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $416,214 | 1,590 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $329,861 | 1,590 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||