B
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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
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 $1.9T AUM 41.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return