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Allworth Financial’s America Movil AMX Stock Holding History

Allworth Financial’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 		$857K Sell
32,967
-1,295
-4% -$34K ﹤0.01% 773
2026
Q1 		$873K Buy
34,262
+1,483
+5% +$33.8K ﹤0.01% 747
2025
Q4 		$678K Sell
32,779
-690
-2% -$15.2K ﹤0.01% 814
2025
Q3 		$703K Sell
33,469
-468
-1% -$8.91K ﹤0.01% 767
2025
Q2 		$609K Buy
33,937
+28,211
+493% +$469K ﹤0.01% 783
2025
Q1 		$97.9K Buy
5,726
+366
+7% +$5.25K ﹤0.01% 1241
2024
Q4 		$76.1K Buy
5,360
+396
+8% +$6.12K ﹤0.01% 1385
2024
Q3 		$81.2K Buy
4,964
+1,567
+46% +$26.5K ﹤0.01% 1180
2024
Q2 		$59.6K Buy
3,397
+109
+3% +$2.01K ﹤0.01% 1300
2024
Q1 		$61.4K Buy
3,288
+1,203
+58% +$22.1K ﹤0.01% 1222
2023
Q4 		$38.6K Buy
2,085
+277
+15% +$4.87K ﹤0.01% 1298
2023
Q3 		$31.3K Buy
1,808
+1,203
+199% +$23.5K ﹤0.01% 1293
2023
Q2 		$13.1K Sell
605
-798
-57% -$17.3K ﹤0.01% 1772
2023
Q1 		$29.5K Buy
1,403
+35
+3% +$718 ﹤0.01% 1268
2022
Q4 		$24.9K Hold
1,368
– – ﹤0.01% 1258
2022
Q3 		$23K Hold
1,368
– – ﹤0.01% 1230
2022
Q2 		$28K Hold
1,368
– – ﹤0.01% 1100
2022
Q1 		$29K Buy
1,368
+570
+71% +$11K ﹤0.01% 1084
2021
Q4 		$17K Hold
798
– – ﹤0.01% 1177
2021
Q3 		$14K Buy
+798
New +$13.8K ﹤0.01% 1139
2018
Q4 		– Sell
-4,700
Closed -$75K – 855
2018
Q3 		$75K Hold
4,700
– – ﹤0.01% 245
2018
Q2 		$78K Hold
4,700
– – ﹤0.01% 224
2018
Q1 		$90K Hold
4,700
– – 0.01% 179
2017
Q4 		$81K Hold
4,700
– – 0.01% 186
2017
Q3 		$83K Hold
4,700
– – 0.01% 179
2017
Q2 		$75K Buy
+4,700
New +$72.9K 0.01% 203

Other funds holding AMX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Capital World Investors
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
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allworth Financial's AMX Position: Q2 2026 in Review

Allworth Financial reduced its America Movil (AMX) stake by 3.8% in Q2 2026, selling an estimated $34K and leaving 32,967 shares worth $857K. The position accounts for ﹤0.01% of the portfolio, ranked #773.

Allworth Financial first reported a position in AMX in Q2 2017 and has held it in 26 quarters since. The position peaked at $873K in Q1 2026. 356 funds tracked by Wall St. Rank hold AMX as of Q2 2026.

  • Allworth Financial held 32,967 shares of America Movil worth $857K as of Q2 2026.
  • Allworth Financial sold 1,295 America Movil shares in Q2 2026, an estimated $34K.
  • America Movil made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #773 holding.
  • Allworth Financial first reported a position in America Movil in Q2 2017 and has held it in 26 quarters since.
  • Allworth Financial's America Movil position peaked at $873K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held America Movil as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.