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Atria Investments’s America Movil AMX Stock Holding History

Atria Investments’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 		$307K Buy
11,799
+1,266
+12% +$33.3K ﹤0.01% 1839
2026
Q1 		$268K Buy
+10,533
New +$240K ﹤0.01% 1822
2025
Q4 		– Sell
-9,583
Closed -$201K – 2021
2025
Q3 		$201K Sell
9,583
-841
-8% -$16K ﹤0.01% 1946
2025
Q2 		$187K Sell
10,424
-172
-2% -$2.86K ﹤0.01% 1934
2025
Q1 		$151K Buy
+10,596
New +$152K ﹤0.01% 1851
2024
Q4 		– Sell
-23,093
Closed -$378K – 1850
2024
Q3 		$378K Sell
23,093
-5
-0% -$85 ﹤0.01% 1476
2024
Q2 		$393K Buy
+23,098
New +$426K 0.01% 1430
2022
Q3 		– Sell
-63,521
Closed -$1.3M – 735
2022
Q2 		$1.3M Sell
63,521
-840
-1% -$17.3K 0.03% 648
2022
Q1 		$1.36M Buy
64,361
+15,281
+31% +$295K 0.02% 713
2021
Q4 		$1.04M Buy
+49,080
New +$903K 0.02% 824
2020
Q2 		– Sell
-10,889
Closed -$128K – 526
2020
Q1 		$128K Buy
10,889
+236
+2% +$3.68K 0.01% 549
2019
Q4 		$170K Buy
+10,653
New +$167K ﹤0.01% 1167
2019
Q3 		– Sell
-17,546
Closed -$236K – 855
2019
Q2 		$236K Buy
+17,546
New +$259K 0.01% 837
2019
Q1 		– Sell
-20,875
Closed -$297K – 933
2018
Q4 		$297K Buy
+20,875
New +$300K 0.01% 654
2018
Q1 		– Sell
-10,780
Closed -$185K – 869
2017
Q4 		$185K Buy
+10,780
New +$188K 0.01% 781
2014
Q2 		– Sell
-26,059
Closed -$518K – 418
2014
Q1 		$518K Buy
26,059
+2,689
+12% +$55.7K 0.05% 286
2013
Q4 		$546K Buy
23,370
+693
+3% +$15.1K 0.05% 275
2013
Q3 		$449K Buy
22,677
+5,672
+33% +$117K 0.05% 297
2013
Q2 		$370K Buy
+17,005
New +$348K 0.05% 245

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

Atria Investments's AMX Position: Q2 2026 in Review

Atria Investments increased its America Movil (AMX) stake by 12% in Q2 2026, buying an estimated $33.3K and bringing the position to 11,799 shares worth $307K. The position accounts for ﹤0.01% of the portfolio, ranked #1839.

Atria Investments first reported a position in AMX in Q2 2013 and has held it in 19 quarters since. The position peaked at $1.36M in Q1 2022. 355 funds tracked by Wall St. Rank hold AMX as of Q2 2026.

  • Atria Investments held 11,799 shares of America Movil worth $307K as of Q2 2026.
  • Atria Investments bought 1,266 America Movil shares in Q2 2026, an estimated $33.3K.
  • America Movil made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1839 holding.
  • Atria Investments first reported a position in America Movil in Q2 2013 and has held it in 19 quarters since.
  • Atria Investments's America Movil position peaked at $1.36M in Q1 2022.
  • 355 funds tracked by Wall St. Rank held America Movil as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.