CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s America Movil AMX Stock Holding History

CAPTRUST Financial Advisors’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 		$445K Sell
17,114
-9,115
-35% -$240K ﹤0.01% 2268
2026
Q1 		$668K Buy
+26,229
New +$598K ﹤0.01% 1841
2025
Q3 		– Sell
-17,093
Closed -$307K – 2626
2025
Q2 		$307K Buy
17,093
+1,678
+11% +$27.9K ﹤0.01% 2040
2025
Q1 		$219K Buy
15,415
+1,648
+12% +$23.6K ﹤0.01% 2120
2024
Q4 		$197K Sell
13,767
-6
-0% -$93 ﹤0.01% 2146
2024
Q3 		$225K Buy
13,773
+67
+0.5% +$1.14K ﹤0.01% 2062
2024
Q2 		$233K Sell
13,706
-648
-5% -$11.9K ﹤0.01% 1962
2024
Q1 		$268K Sell
14,354
-22,677
-61% -$418K ﹤0.01% 1840
2023
Q4 		$686K Sell
37,031
-77
-0.2% -$1.35K ﹤0.01% 1509
2023
Q3 		$643K Buy
37,108
+810
+2% +$15.8K ﹤0.01% 1482
2023
Q2 		$785K Sell
36,298
-208
-0.6% -$4.51K ﹤0.01% 1354
2023
Q1 		$768K Sell
36,506
-2,175
-6% -$44.6K ﹤0.01% 1170
2022
Q4 		$704K Sell
38,681
-238
-0.6% -$4.39K ﹤0.01% 1158
2022
Q3 		$641K Buy
38,919
+10,722
+38% +$196K ﹤0.01% 1128
2022
Q2 		$576K Buy
28,197
+8,431
+43% +$173K ﹤0.01% 1084
2022
Q1 		$418K Buy
19,766
+8,238
+71% +$159K ﹤0.01% 1230
2021
Q4 		$243K Buy
11,528
+158
+1% +$2.91K ﹤0.01% 1504
2021
Q3 		$201K Hold
11,370
– – ﹤0.01% 1553
2021
Q2 		$171K Sell
11,370
-6,996
-38% -$104K ﹤0.01% 1626
2021
Q1 		$249K Sell
18,366
-58
-0.3% -$797 ﹤0.01% 1325
2020
Q4 		$268K Buy
18,424
+11,406
+163% +$155K ﹤0.01% 1075
2020
Q3 		$86K Sell
7,018
-11,393
-62% -$145K ﹤0.01% 1399
2020
Q2 		$238K Sell
18,411
-490
-3% -$6.12K ﹤0.01% 954
2020
Q1 		$213K Sell
18,901
-13,749
-42% -$215K ﹤0.01% 829
2019
Q4 		$531K Buy
+32,650
New +$511K 0.01% 669

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

CAPTRUST Financial Advisors's AMX Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its America Movil (AMX) stake by 35% in Q2 2026, selling an estimated $240K and leaving 17,114 shares worth $445K. The position accounts for ﹤0.01% of the portfolio, ranked #2268.

CAPTRUST Financial Advisors first reported a position in AMX in Q4 2019 and has held it in 25 quarters since. The position peaked at $785K in Q2 2023. 356 funds tracked by Wall St. Rank hold AMX as of Q2 2026.

  • CAPTRUST Financial Advisors held 17,114 shares of America Movil worth $445K as of Q2 2026.
  • CAPTRUST Financial Advisors sold 9,115 America Movil shares in Q2 2026, an estimated $240K.
  • America Movil made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2268 holding.
  • CAPTRUST Financial Advisors first reported a position in America Movil in Q4 2019 and has held it in 25 quarters since.
  • CAPTRUST Financial Advisors's America Movil position peaked at $785K in Q2 2023.
  • 356 funds tracked by Wall St. Rank held America Movil as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.