Capstone Wealth Management Group (Oregon)’s America Movil AMX Stock Holding History

Capstone Wealth Management Group (Oregon)’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	–	Sell	-19,101	Closed	-$487K	–	125
2026 Q1	$487K	Hold	19,101	–	–	0.3%	71
2025 Q4	$395K	Hold	19,101	–	–	0.24%	77
2025 Q3	$401K	Hold	19,101	–	–	0.26%	73
2025 Q2	$343K	Buy	+19,101	New	+$317K	0.25%	75

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

Capstone Wealth Management Group (Oregon)'s AMX Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) sold out of America Movil (AMX) in Q2 2026, closing a stake of 19,101 shares — an estimated $487K sold.

Capstone Wealth Management Group (Oregon) first reported a position in AMX in Q2 2025 and held it in 4 quarters. The position peaked at $487K in Q1 2026. 356 funds tracked by Wall St. Rank hold AMX as of Q2 2026.

Capstone Wealth Management Group (Oregon) reported no remaining America Movil position as of Q2 2026 after selling out during the quarter.
Capstone Wealth Management Group (Oregon) sold 19,101 America Movil shares in Q2 2026, an estimated $487K.
Capstone Wealth Management Group (Oregon) first reported a position in America Movil in Q2 2025 and held it in 4 quarters.
Capstone Wealth Management Group (Oregon)'s America Movil position peaked at $487K in Q1 2026.
356 funds tracked by Wall St. Rank held America Movil as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.