TSLA β€” TESLA INC

Ownership history in McBroom & Associates, LLC  Β·  17 quarters on record

AI Ownership Summary

McBroom & Associates, LLC reported TESLA INC (TSLA) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 5.34% in 2024 Q4. The latest visible filing shows TSLA at 4.93% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TSLA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was McBroom & Associates, LLC's position in TESLA INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

TSLA was reported at 4.93% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.34% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How McBroom & Associates, LLC held TSLA β€” position size vs. price
% of Fund (quarterly)    TSLA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 22,538 -300 -1.3% 4.93% $10.1M 2026-02-14 (Est.) $417.44
2025 Q3 REDUCED 22,838 -958 -4.0% 4.83% $10.2M 2025-10-29 $461.51
2025 Q2 UNCHANGED 23,796 β€” 0% 3.53% $6.2M 2025-08-05 $308.72
2025 Q1 ADDED 23,796 +400 +1.7% 3.53% $6.2M 2025-04-17 $241.37
2024 Q4 REDUCED 23,396 -439 -1.8% 5.34% $9.4M 2025-01-29 $389.10
2024 Q3 ADDED 23,835 +1,646 +7.4% 3.81% $6.2M 2024-10-18 $220.70
2024 Q2 REDUCED 22,189 -520 -2.3% 2.75% $4.4M 2024-08-07 $191.76
2024 Q1 ADDED 22,709 +189 +0.8% 2.63% $4.0M 2024-04-16 $157.11
2023 Q4 ADDED 22,520 +331 +1.5% 4.08% $5.6M 2024-01-08 $240.45
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding TSLA

As of 2026 Q1 β€” sorted by position size

DWR WEALTH MANAGEMENT, LLC 0.31% Financial Insights, Inc. 3Y 7Y 0.15% Hamrick Investment Counsel, llc 0.0%

FAQ About McBroom & Associates, LLC and TSLA

These are the practical questions this page is built to answer before you even open the full history table.

How long has McBroom & Associates, LLC reported owning TSLA?

McBroom & Associates, LLC reported TSLA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported TSLA position in McBroom & Associates, LLC's portfolio?

The largest reported portfolio weight for TSLA was 5.34% in 2024 Q4.

What is the latest reported TSLA position on this page?

The most recent filing on this page is 2025 Q4, when McBroom & Associates, LLC reported 22,538 shares, equal to 4.93% of portfolio, with an estimated market value of $10.1M.

What does the chart on this TSLA ownership page compare?

The chart compares McBroom & Associates, LLC's quarterly TSLA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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