Caprock Group’s America Movil AMX Stock Holding History

Caprock Group’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 Q1	$246K	Sell	9,640 -2,768	-22%	-$63.1K	0.01%	980
2025 Q4	$256K	Buy	+12,408	New	+$273K	0.01%	1044
2024 Q4	–	Sell	-11,141	Closed	-$182K	–	1001
2024 Q3	$182K	Sell	11,141 -4,188	-27%	-$70.9K	0.01%	858
2024 Q2	$261K	Buy	+15,329	New	+$282K	0.01%	731
2016 Q4	–	Sell	-11,470	Closed	-$131K	–	345
2016 Q3	$131K	Hold	11,470	–	–	0.03%	350
2016 Q2	$141K	Buy	+11,470	New	+$154K	0.03%	267

Other funds holding AMX

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Caprock Group's AMX Position: Q1 2026 in Review

Caprock Group reduced its America Movil (AMX) stake by 22% in Q1 2026, selling an estimated $63.1K and leaving 9,640 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #980.

Caprock Group first reported a position in AMX in Q2 2016 and has held it in 6 quarters since. The position peaked at $261K in Q2 2024. 336 funds tracked by Wall St. Rank hold AMX as of Q1 2026.

Caprock Group held 9,640 shares of America Movil worth $246K as of Q1 2026.
Caprock Group sold 2,768 America Movil shares in Q1 2026, an estimated $63.1K.
America Movil made up 0.01% of Caprock Group's portfolio in Q1 2026, its #980 holding.
Caprock Group first reported a position in America Movil in Q2 2016 and has held it in 6 quarters since.
Caprock Group's America Movil position peaked at $261K in Q2 2024.
336 funds tracked by Wall St. Rank held America Movil as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.