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Beacon Financial Strategies’s America Movil AMX Stock Holding History

Beacon Financial Strategies’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 		$54.6K Hold
2,100
– – 0.03% 92
2026
Q1 		$53.5K Hold
2,100
– – 0.03% 71
2025
Q4 		$43.4K Buy
+2,100
New +$46.2K 0.02% 83

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

Beacon Financial Strategies's AMX Position: Q2 2026 in Review

Beacon Financial Strategies held its America Movil (AMX) position steady in Q2 2026 at 2,100 shares worth $54.6K. The position accounts for 0.03% of the portfolio, ranked #92.

Beacon Financial Strategies first reported a position in AMX in Q4 2025 and has held it in 3 quarters since. 356 funds tracked by Wall St. Rank hold AMX as of Q2 2026.

  • Beacon Financial Strategies held 2,100 shares of America Movil worth $54.6K as of Q2 2026.
  • Beacon Financial Strategies left its America Movil share count unchanged in Q2 2026.
  • America Movil made up 0.03% of Beacon Financial Strategies's portfolio in Q2 2026, its #92 holding.
  • Beacon Financial Strategies first reported a position in America Movil in Q4 2025 and has held it in 3 quarters since.
  • 356 funds tracked by Wall St. Rank held America Movil as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.