Bank of Montreal’s Tesla TSLA Stock Holding History

Bank of Montreal’s Portfolio TSLA Stock Details TSLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$419M	Sell	1,125,900 -197,000	-15%	-$81.2M	0.16%	114
2025 Q4	$595M	Buy	1,322,900 +379,100	+40%	+$168M	0.21%	84
2025 Q3	$420M	Sell	943,800 -237,000	-20%	-$82.2M	0.16%	100
2025 Q2	$375M	Buy	1,180,800 +150,700	+15%	+$45.4M	0.18%	98
2025 Q1	$267M	Sell	1,030,100 -70,000	-6%	-$23.3M	0.13%	133
2024 Q4	$444M	Buy	1,100,100 +370,500	+51%	+$119M	0.21%	90
2024 Q3	$190M	Sell	729,600 -249,700	-25%	-$56.9M	0.08%	192
2024 Q2	$1.07B	Buy	979,300 +213,000	+28%	+$37.2M	0.31%	40
2024 Q1	$833M	Sell	766,300 -120,400	-14%	-$23.5M	0.25%	52
2023 Q4	$964M	Buy	886,700 +186,600	+27%	+$44.3M	0.29%	48
2023 Q3	$761M	Sell	700,100 -68,500	-9%	-$17.6M	0.26%	51
2023 Q2	$836M	Buy	768,600 +54,000	+8%	+$10.8M	0.29%	47
2023 Q1	$777M	Sell	714,600 -59,200	-8%	-$10.3M	0.31%	44
2022 Q4	$842M	Sell	773,800 -1,812,000	-70%	-$343M	0.36%	38
2022 Q3	$2.81M	Sell	2,585,800 -79,100	-3%	-$22.1M	1.21%	10
2022 Q2	$966K	Sell	2,664,900 -981,900	-27%	-$268M	0.45%	41
2022 Q1	$1.35B	Buy	3,646,800 +3,526,800	+2,939%	+$1.1B	0.65%	34
2021 Q4	$44.6M	Sell	120,000 -1,788,000	-94%	-$600M	0.02%	470
2021 Q3	$507M	Sell	1,908,000 -1,610,400	-46%	-$379M	0.23%	81
2021 Q2	$800M	Buy	+3,518,400	New	+$764M	0.4%	47
2021 Q1	–	Sell	-8,167,500	Closed	-$2.21B	–	5348
2020 Q4	$2.21B	Buy	8,167,500 +750,000	+10%	+$128M	1.46%	8
2020 Q3	$1.02B	Hold	7,417,500	–	–	0.85%	25
2020 Q2	$689M	Sell	7,417,500 -5,565,000	-43%	-$301M	0.63%	32
2020 Q1	$393M	Buy	+12,982,500	New	+$538M	0.45%	48
2019 Q4	–	Sell	-2,025,000	Closed	-$32.5M	–	5009
2019 Q3	$32.5M	Sell	2,025,000 -2,250,180	-53%	-$35.2M	0.03%	474
2019 Q2	$63.7M	Buy	4,275,180 +4,275,030	+2,850,020%	+$66.5M	0.05%	304
2019 Q1	$3K	Sell	150 -2,850	-95%	-$57.2K	﹤0.01%	4113
2018 Q4	$67K	Buy	+3,000	New	+$64.5K	﹤0.01%	3161
2018 Q3	–	Sell	-375,000	Closed	-$8.57M	–	4888
2018 Q2	$8.57M	Sell	375,000 -1,918,500	-84%	-$39M	0.01%	953
2018 Q1	$40.7M	Sell	2,293,500 -18,000	-0.8%	-$396K	0.04%	408
2017 Q4	$48M	Buy	2,311,500 +661,500	+40%	+$14.4M	0.04%	366
2017 Q3	$37.5M	Hold	1,650,000	–	–	0.03%	409
2017 Q2	$39.8M	Hold	1,650,000	–	–	0.04%	396
2017 Q1	$30.6M	Sell	1,650,000 -600,000	-27%	-$10.2M	0.03%	444
2016 Q4	$28.4M	Sell	2,250,000 -1,530,000	-40%	-$20.1M	0.03%	440
2016 Q3	$51.4M	Sell	3,780,000 -807,000	-18%	-$11.7M	0.06%	282
2016 Q2	$64.9M	Buy	4,587,000 +4,551,000	+12,642%	+$69M	0.07%	229
2016 Q1	$551K	Sell	36,000 -958,500	-96%	-$12.6M	﹤0.01%	2002
2015 Q4	$15.9M	Buy	+994,500	New	+$14.9M	0.02%	567
2015 Q1	–	Sell	-600,000	Closed	-$8.9M	–	4197
2014 Q4	$8.9M	Buy	+600,000	New	+$9.38M	0.01%	826
2014 Q2	–	Sell	-210,000	Closed	-$2.92M	–	4828
2014 Q1	$2.92M	Buy	+210,000	New	+$2.81M	﹤0.01%	1159
2013 Q3	–	Sell	-120,000	Closed	-$859K	–	3945
2013 Q2	$859K	Buy	+120,000	New	+$602K	﹤0.01%	1460

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal's TSLA Position: Q1 2026 in Review

Bank of Montreal reduced its Tesla (TSLA) stake by 14% in Q1 2026, selling an estimated $461M and leaving 6,651,055 shares worth $2.47B. The position accounts for 0.92% of the portfolio, ranked #22.

Bank of Montreal first reported a position in TSLA in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.3B in Q2 2024. 4,185 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Bank of Montreal held 6,651,055 shares of Tesla worth $2.47B as of Q1 2026.
Bank of Montreal sold 1,118,486 Tesla shares in Q1 2026, an estimated $461M.
Tesla made up 0.92% of Bank of Montreal's portfolio in Q1 2026, its #22 holding.
Bank of Montreal first reported a position in Tesla in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's Tesla position peaked at $10.3B in Q2 2024.
4,185 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.