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American Trust Investment Advisors’s America Movil AMX Stock Holding History

American Trust Investment 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
Q2 		$2.55M Sell
98,183
-6,357
-6% -$167K 1.26% 32
2026
Q1 		$2.66M Sell
104,540
-1,685
-2% -$38.4K 1.47% 30
2025
Q4 		$2.2M Sell
106,225
-190
-0.2% -$4.18K 1.17% 32
2025
Q3 		$2.23M Sell
106,415
-12,465
-10% -$237K 1.15% 35
2025
Q2 		$2.13M Sell
118,880
-47,035
-28% -$782K 1.08% 36
2025
Q1 		$2.36M Buy
165,915
+7,660
+5% +$110K 0.99% 37
2024
Q4 		$2.26M Buy
158,255
+4,975
+3% +$76.9K 0.93% 37
2024
Q3 		$2.51M Buy
153,280
+16,050
+12% +$272K 1.03% 37
2024
Q2 		$2.33M Buy
137,230
+3,485
+3% +$64.2K 1.13% 37
2024
Q1 		$2.5M Sell
133,745
-210
-0.2% -$3.87K 1.19% 38
2023
Q4 		$2.48M Sell
133,955
-17,505
-12% -$308K 1.29% 36
2023
Q3 		$2.62M Buy
151,460
+250
+0.2% +$4.89K 1.45% 29
2023
Q2 		$3.27M Buy
151,210
+275
+0.2% +$5.97K 1.83% 27
2023
Q1 		$3.18M Sell
150,935
-1,095
-0.7% -$22.4K 1.91% 24
2022
Q4 		$2.77M Sell
152,030
-905
-0.6% -$16.7K 1.76% 23
2022
Q3 		$2.52M Buy
152,935
+2,605
+2% +$47.7K 1.62% 24
2022
Q2 		$3.07M Buy
150,330
+1,480
+1% +$30.4K 1.93% 21
2022
Q1 		$3.15M Sell
148,850
-220
-0.1% -$4.25K 1.62% 29
2021
Q4 		$3.15M Buy
149,070
+975
+0.7% +$17.9K 1.57% 30
2021
Q3 		$2.62M Sell
148,095
-15,030
-9% -$259K 1.47% 34
2021
Q2 		$2.45M Buy
163,125
+3,435
+2% +$51.1K 1.31% 37
2021
Q1 		$2.17M Buy
159,690
+97,805
+158% +$1.34M 1.26% 35
2020
Q4 		$900K Buy
61,885
+2,545
+4% +$34.5K 0.56% 37
2020
Q3 		$741K Buy
+59,340
New +$753K 0.54% 38

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

American Trust Investment Advisors's AMX Position: Q2 2026 in Review

American Trust Investment Advisors reduced its America Movil (AMX) stake by 6.1% in Q2 2026, selling an estimated $167K and leaving 98,183 shares worth $2.55M. The position accounts for 1.26% of the portfolio, ranked #32.

American Trust Investment Advisors first reported a position in AMX in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.27M in Q2 2023. 356 funds tracked by Wall St. Rank hold AMX as of Q2 2026.

  • American Trust Investment Advisors held 98,183 shares of America Movil worth $2.55M as of Q2 2026.
  • American Trust Investment Advisors sold 6,357 America Movil shares in Q2 2026, an estimated $167K.
  • America Movil made up 1.26% of American Trust Investment Advisors's portfolio in Q2 2026, its #32 holding.
  • American Trust Investment Advisors first reported a position in America Movil in Q3 2020 and has held it in 24 quarters since.
  • American Trust Investment Advisors's America Movil position peaked at $3.27M in Q2 2023.
  • 356 funds tracked by Wall St. Rank held America Movil as of Q2 2026.

Based on American Trust Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.