Capital Wealth Planning’s America Movil AMX Stock Holding History

Capital Wealth Planning’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	$38.8M	Buy	1,493,364 +449,183	+43%	+$11.8M	0.19%	47
2026 Q1	$26.6M	Buy	1,044,181 +709,233	+212%	+$16.2M	0.15%	44
2025 Q4	$6.92M	Buy	334,948 +120,120	+56%	+$2.64M	0.04%	81
2025 Q3	$4.51M	Buy	+214,828	New	+$4.09M	0.03%	82
2024 Q1	–	Sell	-43,413	Closed	-$804K	–	143
2023 Q4	$804K	Buy	43,413 +18,308	+73%	+$322K	0.01%	93
2023 Q3	$435K	Sell	25,105 -2,732	-10%	-$53.4K	0.01%	113
2023 Q2	$602K	Buy	27,837 +3,582	+15%	+$77.8K	0.01%	77
2023 Q1	$511K	Buy	+24,255	New	+$497K	0.01%	86

Other funds holding AMX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Wealth Planning's AMX Position: Q2 2026 in Review

Capital Wealth Planning increased its America Movil (AMX) stake by 43% in Q2 2026, buying an estimated $11.8M and bringing the position to 1,493,364 shares worth $38.8M. The position accounts for 0.19% of the portfolio, ranked #47.

Capital Wealth Planning first reported a position in AMX in Q1 2023 and has held it in 8 quarters since. 356 funds tracked by Wall St. Rank hold AMX as of Q2 2026.

Capital Wealth Planning held 1,493,364 shares of America Movil worth $38.8M as of Q2 2026.
Capital Wealth Planning bought 449,183 America Movil shares in Q2 2026, an estimated $11.8M.
America Movil made up 0.19% of Capital Wealth Planning's portfolio in Q2 2026, its #47 holding.
Capital Wealth Planning first reported a position in America Movil in Q1 2023 and has held it in 8 quarters since.
356 funds tracked by Wall St. Rank held America Movil as of Q2 2026.

Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.