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 Q2	$239K	Sell	9,195 -445	-5%	-$11.7K	﹤0.01%	1104
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 $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

Caprock Group's AMX Position: Q2 2026 in Review

Caprock Group reduced its America Movil (AMX) stake by 4.6% in Q2 2026, selling an estimated $11.7K and leaving 9,195 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #1104.

Caprock Group first reported a position in AMX in Q2 2016 and has held it in 7 quarters since. The position peaked at $261K in Q2 2024. 356 funds tracked by Wall St. Rank hold AMX as of Q2 2026.

Caprock Group held 9,195 shares of America Movil worth $239K as of Q2 2026.
Caprock Group sold 445 America Movil shares in Q2 2026, an estimated $11.7K.
America Movil made up ﹤0.01% of Caprock Group's portfolio in Q2 2026, its #1104 holding.
Caprock Group first reported a position in America Movil in Q2 2016 and has held it in 7 quarters since.
Caprock Group's America Movil position peaked at $261K in Q2 2024.
356 funds tracked by Wall St. Rank held America Movil as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.