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Axxcess Wealth Management’s America Movil AMX Stock Holding History

Axxcess Wealth Management’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 		$948K Buy
+36,476
New +$959K 0.02% 548
2026
Q1 		– Sell
-36,505
Closed -$755K – 403
2025
Q4 		$755K Buy
36,505
+430
+1% +$9.46K 0.01% 573
2025
Q3 		$758K Buy
36,075
+560
+2% +$10.7K 0.02% 512
2025
Q2 		$637K Hold
35,515
– – 0.01% 531
2025
Q1 		$505K Buy
35,515
+5,000
+16% +$71.7K 0.01% 550
2024
Q4 		$437K Buy
30,515
+17,535
+135% +$271K 0.01% 576
2024
Q3 		$212K Sell
12,980
-1,178
-8% -$19.9K 0.01% 825
2024
Q2 		$241K Hold
14,158
– – 0.01% 730
2024
Q1 		$264K Hold
14,158
– – 0.01% 706
2023
Q4 		$262K Buy
14,158
+1,727
+14% +$30.4K 0.01% 689
2023
Q3 		$215K Sell
12,431
-18
-0.1% -$352 0.01% 711
2023
Q2 		$269K Hold
12,449
– – 0.02% 478
2023
Q1 		$262K Hold
12,449
– – 0.02% 515
2022
Q4 		$227K Sell
12,449
-2,075
-14% -$38.3K 0.02% 520
2022
Q3 		$239K Buy
+14,524
New +$266K 0.02% 452

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Axxcess Wealth Management's AMX Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in America Movil (AMX) in Q2 2026: 36,476 shares worth $948K. The stake represents 0.02% of the portfolio and ranks #548 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in AMX as recently as Q4 2025.

Axxcess Wealth Management first reported a position in AMX in Q3 2022 and has held it in 15 quarters since. 162 funds tracked by Wall St. Rank hold AMX as of Q2 2026.

  • Axxcess Wealth Management held 36,476 shares of America Movil worth $948K as of Q2 2026.
  • America Movil was a new Axxcess Wealth Management position in Q2 2026.
  • America Movil made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #548 holding.
  • Axxcess Wealth Management first reported a position in America Movil in Q3 2022 and has held it in 15 quarters since.
  • 162 funds tracked by Wall St. Rank held America Movil as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.