Adelphi Trust’s America Movil AMX Stock Holding History

Adelphi Trust’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 Q2	–	Sell	-8,600	Closed	-$219K	–	117
2026 Q1	$219K	Buy	+8,600	New	+$196K	0.18%	100

Other funds holding AMX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Adelphi Trust's AMX Position: Q2 2026 in Review

Adelphi Trust sold out of America Movil (AMX) in Q2 2026, closing a stake of 8,600 shares — an estimated $219K sold.

Adelphi Trust first reported a position in AMX in Q1 2026 and held it in 1 quarter. The position peaked at $219K in Q1 2026. 356 funds tracked by Wall St. Rank hold AMX as of Q2 2026.

Adelphi Trust reported no remaining America Movil position as of Q2 2026 after selling out during the quarter.
Adelphi Trust sold 8,600 America Movil shares in Q2 2026, an estimated $219K.
Adelphi Trust first reported a position in America Movil in Q1 2026 and held it in 1 quarter.
Adelphi Trust's America Movil position peaked at $219K in Q1 2026.
356 funds tracked by Wall St. Rank held America Movil as of Q2 2026.

Based on Adelphi Trust's 13F filing for Q2 2026, filed 1 Jul 2026.