CMC Financial Group’s Tesla TSLA Stock Holding History

CMC Financial Group’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	–	Sell	-876	Closed	-$394K	–	47
2025 Q4	$394K	Buy	+876	New	+$388K	0.7%	26
2020 Q4	–	Sell	-8,466	Closed	-$1.21M	–	30
2020 Q3	$1.21M	Buy	+8,466	New	+$1,000K	1.18%	14

Other funds holding TSLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

CMC Financial Group's TSLA Position: Q1 2026 in Review

CMC Financial Group sold out of Tesla (TSLA) in Q1 2026, closing a stake of 876 shares — an estimated $394K sold.

CMC Financial Group first reported a position in TSLA in Q3 2020 and held it in 2 quarters. The position peaked at $1.21M in Q3 2020. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

CMC Financial Group reported no remaining Tesla position as of Q1 2026 after selling out during the quarter.
CMC Financial Group sold 876 Tesla shares in Q1 2026, an estimated $394K.
CMC Financial Group first reported a position in Tesla in Q3 2020 and held it in 2 quarters.
CMC Financial Group's Tesla position peaked at $1.21M in Q3 2020.
4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on CMC Financial Group's 13F filing for Q1 2026, filed 8 May 2026.