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Callan Family Office’s America Movil AMX Stock Holding History

Callan Family Office’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 		$1.23M Sell
47,153
-7,798
-14% -$205K 0.02% 544
2026
Q1 		$1.4M Sell
54,951
-849
-2% -$19.4K 0.03% 463
2025
Q4 		$1.15M Buy
+55,800
New +$1.23M 0.02% 513

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

Callan Family Office's AMX Position: Q2 2026 in Review

Callan Family Office reduced its America Movil (AMX) stake by 14% in Q2 2026, selling an estimated $205K and leaving 47,153 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #544.

Callan Family Office first reported a position in AMX in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.4M in Q1 2026. 355 funds tracked by Wall St. Rank hold AMX as of Q2 2026.

  • Callan Family Office held 47,153 shares of America Movil worth $1.23M as of Q2 2026.
  • Callan Family Office sold 7,798 America Movil shares in Q2 2026, an estimated $205K.
  • America Movil made up 0.02% of Callan Family Office's portfolio in Q2 2026, its #544 holding.
  • Callan Family Office first reported a position in America Movil in Q4 2025 and has held it in 3 quarters since.
  • Callan Family Office's America Movil position peaked at $1.4M in Q1 2026.
  • 355 funds tracked by Wall St. Rank held America Movil as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.