AssetMark Inc
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AssetMark Inc’s America Movil AMX Stock Holding History

AssetMark Inc’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 		$5.3M Buy
204,067
+8,374
+4% +$220K 0.01% 712
2026
Q1 		$4.99M Buy
195,693
+10,547
+6% +$241K 0.01% 662
2025
Q4 		$3.83M Buy
185,146
+15,458
+9% +$340K 0.01% 716
2025
Q3 		$3.56M Buy
169,688
+12,142
+8% +$231K 0.01% 704
2025
Q2 		$2.83M Buy
157,546
+15,686
+11% +$261K 0.01% 699
2025
Q1 		$2.02M Buy
141,860
+7,082
+5% +$101K 0.01% 722
2024
Q4 		$1.93M Sell
134,778
-2,038
-1% -$31.5K 0.01% 713
2024
Q3 		$2.24M Sell
136,816
-80,738
-37% -$1.37M 0.01% 624
2024
Q2 		$3.7M Buy
217,554
+25,984
+14% +$479K 0.01% 486
2024
Q1 		$3.57M Buy
191,570
+20,475
+12% +$377K 0.01% 479
2023
Q4 		$3.17M Buy
171,095
+20,193
+13% +$355K 0.01% 465
2023
Q3 		$2.61M Buy
150,902
+22,111
+17% +$432K 0.01% 461
2023
Q2 		$2.79M Buy
128,791
+22,376
+21% +$486K 0.01% 424
2023
Q1 		$2.24M Buy
106,415
+15,738
+17% +$323K 0.01% 428
2022
Q4 		$1.65M Buy
90,677
+3,314
+4% +$61.2K 0.01% 464
2022
Q3 		$1.44M Buy
87,363
+13,394
+18% +$245K 0.01% 442
2022
Q2 		$1.51M Buy
73,969
+5,589
+8% +$115K 0.01% 413
2022
Q1 		$1.45M Buy
68,380
+34,085
+99% +$658K 0.01% 403
2021
Q4 		$724K Buy
34,295
+30,263
+751% +$557K ﹤0.01% 472
2021
Q3 		$71K Buy
4,032
+1,981
+97% +$34.2K ﹤0.01% 712
2021
Q2 		$31K Buy
2,051
+605
+42% +$9K ﹤0.01% 821
2021
Q1 		$20K Sell
1,446
-407
-22% -$5.59K ﹤0.01% 866
2020
Q4 		$27K Sell
1,853
-1,767
-49% -$24K ﹤0.01% 798
2020
Q3 		$45K Sell
3,620
-93
-3% -$1.18K ﹤0.01% 688
2020
Q2 		$47K Sell
3,713
-4,037
-52% -$50.4K ﹤0.01% 658
2020
Q1 		$91K Sell
7,750
-976
-11% -$15.2K ﹤0.01% 585
2019
Q4 		$140K Sell
8,726
-11,638
-57% -$182K ﹤0.01% 586
2019
Q3 		$303K Sell
20,364
-8,477
-29% -$122K ﹤0.01% 423
2019
Q2 		$420K Sell
28,841
-5,211
-15% -$77.1K ﹤0.01% 376
2019
Q1 		$486K Buy
34,052
+6,144
+22% +$92.7K ﹤0.01% 347
2018
Q4 		$398K Sell
27,908
-650,818
-96% -$9.35M ﹤0.01% 363
2018
Q3 		$10.9M Buy
678,726
+70,928
+12% +$1.2M 0.1% 164
2018
Q2 		$10.1M Buy
607,798
+63,235
+12% +$1.09M 0.1% 165
2018
Q1 		$10.4M Buy
544,563
+508,426
+1,407% +$9.41M 0.11% 154
2017
Q4 		$620K Buy
36,137
+35,281
+4,122% +$615K 0.01% 336
2017
Q3 		$15K Hold
856
– – ﹤0.01% 973
2017
Q2 		$14K Sell
856
-150
-15% -$2.33K ﹤0.01% 971
2017
Q1 		$14K Sell
1,006
-203,311
-100% -$2.65M ﹤0.01% 935
2016
Q4 		$2.57M Buy
204,317
+15,533
+8% +$188K 0.04% 210
2016
Q3 		$2.16M Buy
188,784
+188,600
+102,500% +$2.25M 0.03% 210
2016
Q2 		$2K Buy
184
+63
+52% +$843 ﹤0.01% 1086
2016
Q1 		$2K Sell
121
-7
-5% -$97 ﹤0.01% 1055
2015
Q4 		$2K Buy
+128
New +$2.09K ﹤0.01% 1069

Other funds holding AMX

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
II
INCA Investments Miami, Florida $353M AUM 34.81% 1-Year Est. Return
NFT
Nan Fung Trinity Central, Hong Kong, Hong Kong $1.01B AUM 64.38% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

AssetMark Inc's AMX Position: Q2 2026 in Review

AssetMark Inc increased its America Movil (AMX) stake by 4.3% in Q2 2026, buying an estimated $220K and bringing the position to 204,067 shares worth $5.3M. The position accounts for 0.01% of the portfolio, ranked #712.

AssetMark Inc first reported a position in AMX in Q4 2015 and has held it in 43 quarters since. The position peaked at $10.9M in Q3 2018. 114 funds tracked by Wall St. Rank hold AMX as of Q2 2026.

  • AssetMark Inc held 204,067 shares of America Movil worth $5.3M as of Q2 2026.
  • AssetMark Inc bought 8,374 America Movil shares in Q2 2026, an estimated $220K.
  • America Movil made up 0.01% of AssetMark Inc's portfolio in Q2 2026, its #712 holding.
  • AssetMark Inc first reported a position in America Movil in Q4 2015 and has held it in 43 quarters since.
  • AssetMark Inc's America Movil position peaked at $10.9M in Q3 2018.
  • 114 funds tracked by Wall St. Rank held America Movil as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.