MIM
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Montgomery Investment Management’s Tesla TSLA Stock Holding History

Montgomery Investment Management’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
Q2 		$261K Hold
620
– – 0.08% 99
2026
Q1 		$230K Hold
620
– – 0.08% 101
2025
Q4 		$279K Hold
620
– – 0.1% 89
2025
Q3 		$276K Buy
+620
New +$215K 0.1% 90

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Montgomery Investment Management's TSLA Position: Q2 2026 in Review

Montgomery Investment Management held its Tesla (TSLA) position steady in Q2 2026 at 620 shares worth $261K. The position accounts for 0.08% of the portfolio, ranked #99.

Montgomery Investment Management first reported a position in TSLA in Q3 2025 and has held it in 4 quarters since. The position peaked at $279K in Q4 2025. 762 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Montgomery Investment Management held 620 shares of Tesla worth $261K as of Q2 2026.
  • Montgomery Investment Management left its Tesla share count unchanged in Q2 2026.
  • Tesla made up 0.08% of Montgomery Investment Management's portfolio in Q2 2026, its #99 holding.
  • Montgomery Investment Management first reported a position in Tesla in Q3 2025 and has held it in 4 quarters since.
  • Montgomery Investment Management's Tesla position peaked at $279K in Q4 2025.
  • 762 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Montgomery Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.