Aspen Grove Capital’s America Movil AMX Stock Holding History

Aspen Grove Capital’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
2025 Q4	–	Sell	-14,682	Closed	-$308K	–	205
2025 Q3	$308K	Buy	14,682 +379	+3%	+$7.22K	0.05%	141
2025 Q2	$257K	Buy	14,303 +78	+0.5%	+$1.3K	0.04%	189
2025 Q1	$202K	Buy	14,225 +1,800	+14%	+$25.8K	0.04%	220
2024 Q4	$178K	Sell	12,425 -620	-5%	-$9.59K	0.04%	195
2024 Q3	$213K	Sell	13,045 -1,031	-7%	-$17.5K	0.05%	185
2024 Q2	$239K	Buy	14,076 +112	+0.8%	+$2.06K	0.06%	167
2024 Q1	$261K	Hold	13,964	–	–	0.07%	157
2023 Q4	$259K	Buy	13,964 +2,496	+22%	+$43.9K	0.08%	139
2023 Q3	$199K	Buy	+11,468	New	+$224K	0.07%	157

Other funds holding AMX

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

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

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

DCM

Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Aspen Grove Capital's AMX Position: Q4 2025 in Review

Aspen Grove Capital sold out of America Movil (AMX) in Q4 2025, closing a stake of 14,682 shares — an estimated $308K sold.

Aspen Grove Capital first reported a position in AMX in Q3 2023 and held it in 9 quarters. The position peaked at $308K in Q3 2025. 306 funds tracked by Wall St. Rank hold AMX as of Q4 2025.

Aspen Grove Capital reported no remaining America Movil position as of Q4 2025 after selling out during the quarter.
Aspen Grove Capital sold 14,682 America Movil shares in Q4 2025, an estimated $308K.
Aspen Grove Capital first reported a position in America Movil in Q3 2023 and held it in 9 quarters.
Aspen Grove Capital's America Movil position peaked at $308K in Q3 2025.
306 funds tracked by Wall St. Rank held America Movil as of Q4 2025.

Based on Aspen Grove Capital's 13F filing for Q4 2025, filed 17 Feb 2026.