Baron Wealth Management’s Fomento Económico Mexicano FMX Stock Holding History

Baron Wealth Management’s Portfolio FMX Stock Details FMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,208	Closed	-$215K	–	254
2025 Q1	$215K	Buy	+2,208	New	+$200K	0.09%	180
2024 Q4	–	Sell	-2,777	Closed	-$274K	–	205
2024 Q3	$274K	Hold	2,777	–	–	0.13%	133
2024 Q2	$299K	Hold	2,777	–	–	0.15%	111
2024 Q1	$362K	Hold	2,777	–	–	0.19%	89
2023 Q4	$362K	Buy	2,777 +301	+12%	+$35.8K	0.2%	77
2023 Q3	$270K	Sell	2,476 -277	-10%	-$30.7K	0.17%	105
2023 Q2	$305K	Buy	2,753 +55	+2%	+$5.53K	0.19%	91
2023 Q1	$257K	Hold	2,698	–	–	0.18%	101
2022 Q4	$211K	Buy	+2,698	New	+$198K	0.16%	123

Other funds holding FMX

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Baron Wealth Management's FMX Position: Q2 2025 in Review

Baron Wealth Management sold out of Fomento Económico Mexicano (FMX) in Q2 2025, closing a stake of 2,208 shares — an estimated $215K sold.

Baron Wealth Management first reported a position in FMX in Q4 2022 and held it in 9 quarters. The position peaked at $362K in Q4 2023. 283 funds tracked by Wall St. Rank hold FMX as of Q2 2025.

Baron Wealth Management reported no remaining Fomento Económico Mexicano position as of Q2 2025 after selling out during the quarter.
Baron Wealth Management sold 2,208 Fomento Económico Mexicano shares in Q2 2025, an estimated $215K.
Baron Wealth Management first reported a position in Fomento Económico Mexicano in Q4 2022 and held it in 9 quarters.
Baron Wealth Management's Fomento Económico Mexicano position peaked at $362K in Q4 2023.
283 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2025.

Based on Baron Wealth Management's 13F filing for Q2 2025, filed 9 Jul 2025.