Bell Investment Advisors’s Fomento Económico Mexicano FMX Stock Holding History

Bell Investment Advisors’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
2026 Q1	$8.33K	Buy	75 +45	+150%	+$4.84K	﹤0.01%	756
2025 Q4	$3.03K	Hold	30	–	–	﹤0.01%	1195
2025 Q3	$2.96K	Hold	30	–	–	﹤0.01%	1176
2025 Q2	$3.09K	Hold	30	–	–	﹤0.01%	1187
2025 Q1	$2.93K	Buy	30 +19	+173%	+$1.72K	﹤0.01%	1155
2024 Q4	$941	Buy	+11	New	+$1.02K	﹤0.01%	1602
2024 Q3	–	Sell	-5	Closed	-$539	–	1903
2024 Q2	$539	Hold	5	–	–	﹤0.01%	1790
2024 Q1	$652	Hold	5	–	–	﹤0.01%	1730
2023 Q4	$652	Buy	+5	New	+$595	﹤0.01%	1717
2021 Q4	–	Sell	-6	Closed	-$1K	–	1838
2021 Q3	$1K	Buy	+6	New	+$516	﹤0.01%	1378

Other funds holding FMX

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.18B AUM 46.57% 1-Year Est. Return