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BSW Wealth Partners’s America Movil AMX Stock Holding History

BSW Wealth Partners’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 		$224K Sell
8,633
-1,151
-12% -$30.3K 0.03% 302
2026
Q1 		$249K Buy
+9,784
New +$223K 0.03% 273

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

BSW Wealth Partners's AMX Position: Q2 2026 in Review

BSW Wealth Partners reduced its America Movil (AMX) stake by 12% in Q2 2026, selling an estimated $30.3K and leaving 8,633 shares worth $224K. The position accounts for 0.03% of the portfolio, ranked #302.

BSW Wealth Partners first reported a position in AMX in Q1 2026 and has held it in 2 quarters since. The position peaked at $249K in Q1 2026. 356 funds tracked by Wall St. Rank hold AMX as of Q2 2026.

  • BSW Wealth Partners held 8,633 shares of America Movil worth $224K as of Q2 2026.
  • BSW Wealth Partners sold 1,151 America Movil shares in Q2 2026, an estimated $30.3K.
  • America Movil made up 0.03% of BSW Wealth Partners's portfolio in Q2 2026, its #302 holding.
  • BSW Wealth Partners first reported a position in America Movil in Q1 2026 and has held it in 2 quarters since.
  • BSW Wealth Partners's America Movil position peaked at $249K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held America Movil as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.