Bailard
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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
Q3 		$854K Hold
40,285
– – 0.02% 389
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

Northcape Capital
Northcape Capital Sydney, Australia $671M AUM 6.49% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return
HJIM
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
KPPF
Klein Pavlis & Peasley Financial Irvine, California $198M AUM 23.77% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Bailard's AMX Position: Q3 2026 in Review

Bailard held its America Movil (AMX) position steady in Q3 2026 at 40,285 shares worth $854K. The position accounts for 0.02% of the portfolio, ranked #389.

Bailard first reported a position in AMX in Q4 2018 and has held it in 8 quarters since. The position peaked at $1.28M in Q1 2026. 49 funds tracked by Wall St. Rank hold AMX as of Q3 2026.

  • Bailard held 40,285 shares of America Movil worth $854K as of Q3 2026.
  • Bailard left its America Movil share count unchanged in Q3 2026.
  • America Movil made up 0.02% of Bailard's portfolio in Q3 2026, its #389 holding.
  • Bailard first reported a position in America Movil in Q4 2018 and has held it in 8 quarters since.
  • Bailard's America Movil position peaked at $1.28M in Q1 2026.
  • 49 funds tracked by Wall St. Rank held America Movil as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.