Bartlett & Co Wealth Management’s America Movil AMX Stock Holding History

Bartlett & Co 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	$140K	Hold	5,400	–	–	﹤0.01%	558
2026 Q1	$143K	Hold	5,400	–	–	﹤0.01%	508
2025 Q4	$112K	Hold	5,400	–	–	﹤0.01%	543
2025 Q3	$113K	Hold	5,400	–	–	﹤0.01%	536
2025 Q2	$96.9K	Hold	5,400	–	–	﹤0.01%	549
2025 Q1	$76.8K	Hold	5,400	–	–	﹤0.01%	584
2024 Q4	$77.3K	Hold	5,400	–	–	﹤0.01%	572
2024 Q3	$88.3K	Hold	5,400	–	–	﹤0.01%	563
2024 Q2	$91.8K	Sell	5,400 -38	-0.7%	-$700	﹤0.01%	561
2024 Q1	$101K	Buy	5,438 +38	+0.7%	+$700	﹤0.01%	550
2023 Q4	$99.1K	Hold	5,400	–	–	﹤0.01%	577
2023 Q3	$93.5K	Hold	5,400	–	–	﹤0.01%	555
2023 Q2	$117K	Hold	5,400	–	–	﹤0.01%	525
2023 Q1	$114K	Hold	5,400	–	–	﹤0.01%	449
2022 Q4	$98.3K	Hold	5,400	–	–	﹤0.01%	472
2022 Q3	$88.9K	Hold	5,400	–	–	﹤0.01%	473
2022 Q2	$110K	Hold	5,400	–	–	﹤0.01%	451
2022 Q1	$114K	Buy	+5,400	New	+$104K	﹤0.01%	465
2021 Q4	–	Sell	-5,400	Closed	-$95.4K	–	428
2021 Q3	$95.4K	Hold	5,400	–	–	﹤0.01%	419
2021 Q2	$81K	Hold	5,400	–	–	﹤0.01%	439
2021 Q1	$73.3K	Hold	5,400	–	–	﹤0.01%	472
2020 Q4	$78.5K	Hold	5,400	–	–	﹤0.01%	458
2020 Q3	$67.4K	Sell	5,400 -3,000	-36%	-$38.1K	﹤0.01%	450
2020 Q2	$108K	Hold	8,400	–	–	﹤0.01%	372
2020 Q1	$99K	Sell	8,400 -3,000	-26%	-$46.8K	﹤0.01%	369
2019 Q4	$182K	Hold	11,400	–	–	﹤0.01%	345
2019 Q3	$169K	Buy	11,400 +3,000	+36%	+$43K	﹤0.01%	342
2019 Q2	$122K	Hold	8,400	–	–	﹤0.01%	305
2019 Q1	$120K	Hold	8,400	–	–	﹤0.01%	294
2018 Q4	$120K	Hold	8,400	–	–	0.01%	291
2018 Q3	$135K	Sell	8,400 -1,000	-11%	-$16.9K	0.01%	299
2018 Q2	$157K	Hold	9,400	–	–	0.01%	277
2018 Q1	$179K	Buy	+9,400	New	+$174K	0.01%	259

Other funds holding AMX

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bartlett & Co Wealth Management's AMX Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its America Movil (AMX) position steady in Q2 2026 at 5,400 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Bartlett & Co Wealth Management first reported a position in AMX in Q1 2018 and has held it in 33 quarters since. The position peaked at $182K in Q4 2019. 356 funds tracked by Wall St. Rank hold AMX as of Q2 2026.

Bartlett & Co Wealth Management held 5,400 shares of America Movil worth $140K as of Q2 2026.
Bartlett & Co Wealth Management left its America Movil share count unchanged in Q2 2026.
America Movil made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #558 holding.
Bartlett & Co Wealth Management first reported a position in America Movil in Q1 2018 and has held it in 33 quarters since.
Bartlett & Co Wealth Management's America Movil position peaked at $182K in Q4 2019.
356 funds tracked by Wall St. Rank held America Movil as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.