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Cape Investment Advisory’s America Movil AMX Stock Holding History

Cape Investment Advisory’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 		$5.95K Buy
+229
New +$6.02K ﹤0.01% 988
2026
Q1 		– Sell
-236
Closed -$4.88K – 265
2025
Q4 		$4.88K Hold
236
– – ﹤0.01% 914
2025
Q3 		$4.96K Buy
236
+98
+71% +$1.87K ﹤0.01% 520
2025
Q2 		$2.48K Buy
+138
New +$2.29K ﹤0.01% 903

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

Cape Investment Advisory's AMX Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in America Movil (AMX) in Q2 2026: 229 shares worth $5.95K. The stake represents ﹤0.01% of the portfolio and ranks #988 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in AMX as recently as Q4 2025.

Cape Investment Advisory first reported a position in AMX in Q2 2025 and has held it in 4 quarters since. 356 funds tracked by Wall St. Rank hold AMX as of Q2 2026.

  • Cape Investment Advisory held 229 shares of America Movil worth $5.95K as of Q2 2026.
  • America Movil was a new Cape Investment Advisory position in Q2 2026.
  • America Movil made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #988 holding.
  • Cape Investment Advisory first reported a position in America Movil in Q2 2025 and has held it in 4 quarters since.
  • 356 funds tracked by Wall St. Rank held America Movil as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.