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Bailard’s America Movil AMX Stock Holding History

Bailard’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 		$1.05M Sell
40,285
-10,000
-20% -$263K 0.02% 351
2026
Q1 		$1.28M Buy
50,285
+85
+0.2% +$1.94K 0.03% 286
2025
Q4 		$1.04M Buy
50,200
+200
+0.4% +$4.4K 0.02% 319
2025
Q3 		$1.05M Buy
+50,000
New +$952K 0.02% 325
2019
Q3 		– Sell
-45,773
Closed -$666K – 531
2019
Q2 		$666K Hold
45,773
– – 0.04% 248
2019
Q1 		$654K Sell
45,773
-33,600
-42% -$507K 0.04% 260
2018
Q4 		$1.13M Buy
+79,373
New +$1.14M 0.08% 201

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

Bailard's AMX Position: Q2 2026 in Review

Bailard reduced its America Movil (AMX) stake by 20% in Q2 2026, selling an estimated $263K and leaving 40,285 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #351.

Bailard first reported a position in AMX in Q4 2018 and has held it in 7 quarters since. The position peaked at $1.28M in Q1 2026. 356 funds tracked by Wall St. Rank hold AMX as of Q2 2026.

  • Bailard held 40,285 shares of America Movil worth $1.05M as of Q2 2026.
  • Bailard sold 10,000 America Movil shares in Q2 2026, an estimated $263K.
  • America Movil made up 0.02% of Bailard's portfolio in Q2 2026, its #351 holding.
  • Bailard first reported a position in America Movil in Q4 2018 and has held it in 7 quarters since.
  • Bailard's America Movil position peaked at $1.28M in Q1 2026.
  • 356 funds tracked by Wall St. Rank held America Movil as of Q2 2026.

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