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Aaron Wealth Advisors’s America Movil AMX Stock Holding History

Aaron Wealth Advisors’s Portfolio AMX Stock Details AMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$242K Buy
+11,412
New +$275K 0.01% 617
2022
Q2 		– Sell
-2,043
Closed -$43.2K – 226
2022
Q1 		$43.2K Buy
+2,043
New +$39.5K 0.01% 465

Other funds holding AMX

KPPF
Klein Pavlis & Peasley Financial Irvine, California $198M AUM 23.77% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

Aaron Wealth Advisors's AMX Position: Q3 2026 in Review

Aaron Wealth Advisors opened a new position in America Movil (AMX) in Q3 2026: 11,412 shares worth $242K. The stake represents 0.01% of the portfolio and ranks #617 among its holdings. This is a return to the name: Aaron Wealth Advisors previously reported a position in AMX as recently as Q1 2022.

Aaron Wealth Advisors first reported a position in AMX in Q1 2022 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold AMX as of Q3 2026.

  • Aaron Wealth Advisors held 11,412 shares of America Movil worth $242K as of Q3 2026.
  • America Movil was a new Aaron Wealth Advisors position in Q3 2026.
  • America Movil made up 0.01% of Aaron Wealth Advisors's portfolio in Q3 2026, its #617 holding.
  • Aaron Wealth Advisors first reported a position in America Movil in Q1 2022 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held America Movil as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.