Carson Wealth (CWM LLC)
AMX icon

Carson Wealth (CWM LLC)’s America Movil AMX Stock Holding History

Carson Wealth (CWM LLC)’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 		$438K Buy
17,189
+2,643
+18% +$60.3K ﹤0.01% 2109
2025
Q4 		$301K Sell
14,546
-6,392
-31% -$141K ﹤0.01% 2253
2025
Q3 		$440K Sell
20,938
-2
-0% -$38 ﹤0.01% 1872
2025
Q2 		$376K Sell
20,940
-1,105
-5% -$18.4K ﹤0.01% 1731
2025
Q1 		$313K Sell
22,045
-630
-3% -$9.03K ﹤0.01% 1645
2024
Q4 		$324K Buy
22,675
+3,160
+16% +$48.9K ﹤0.01% 1549
2024
Q3 		$319K Buy
19,515
+596
+3% +$10.1K ﹤0.01% 1505
2024
Q2 		$322K Buy
18,919
+46
+0.2% +$847 ﹤0.01% 1360
2024
Q1 		$352K Buy
18,873
+89
+0.5% +$1.64K ﹤0.01% 1263
2023
Q4 		$348K Buy
18,784
+1,599
+9% +$28.1K ﹤0.01% 1197
2023
Q3 		$298K Sell
17,185
-11
-0.1% -$215 ﹤0.01% 1155
2023
Q2 		$372K Buy
17,196
+2,154
+14% +$46.8K ﹤0.01% 1042
2023
Q1 		$317K Buy
15,042
+501
+3% +$10.3K ﹤0.01% 1040
2022
Q4 		$265K Buy
14,541
+3,247
+29% +$60K ﹤0.01% 997
2022
Q3 		$186K Sell
11,294
-4,168
-27% -$76.3K ﹤0.01% 1085
2022
Q2 		$316K Buy
15,462
+4,153
+37% +$85.4K ﹤0.01% 874
2022
Q1 		$239K Buy
11,309
+2,297
+25% +$44.4K ﹤0.01% 966
2021
Q4 		$190K Buy
+9,012
New +$166K ﹤0.01% 1045
2021
Q2 		$135K Hold
8,996
– – ﹤0.01% 1030
2021
Q1 		$135K Hold
8,996
– – ﹤0.01% 1030
2020
Q4 		$135K Hold
8,996
– – ﹤0.01% 1030
2020
Q3 		$135K Hold
8,996
– – ﹤0.01% 1030
2020
Q2 		$135K Hold
8,996
– – ﹤0.01% 1030
2020
Q1 		$135K Hold
8,996
– – ﹤0.01% 1030
2019
Q4 		$135K Hold
8,996
– – ﹤0.01% 1030
2019
Q3 		$135K Hold
8,996
– – ﹤0.01% 1030
2019
Q2 		$135K Hold
8,996
– – ﹤0.01% 1030
2019
Q1 		$135K Buy
8,996
+1,795
+25% +$27.1K ﹤0.01% 1030
2018
Q4 		$103K Buy
7,201
+200
+3% +$2.87K ﹤0.01% 721
2018
Q3 		$112K Sell
7,001
-62
-0.9% -$1.05K ﹤0.01% 599
2018
Q2 		$118K Buy
7,063
+62
+0.9% +$1.07K ﹤0.01% 497
2018
Q1 		$134K Hold
7,001
– – 0.01% 413
2017
Q4 		$120K Hold
7,001
– – 0.01% 407
2017
Q3 		$124K Buy
7,001
+569
+9% +$10.2K 0.01% 388
2017
Q2 		$102K Hold
6,432
– – 0.01% 380
2017
Q1 		$91K Hold
6,432
– – 0.01% 372
2016
Q4 		$81K Hold
6,432
– – 0.01% 380
2016
Q3 		$74K Hold
6,432
– – 0.01% 371
2016
Q2 		$79K Hold
6,432
– – 0.01% 329
2016
Q1 		$100K Hold
6,432
– – 0.01% 280
2015
Q4 		$90K Hold
6,432
– – 0.01% 266
2015
Q3 		$106K Buy
+6,432
New +$121K 0.01% 237

Other funds holding AMX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AMX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its America Movil (AMX) stake by 18% in Q1 2026, buying an estimated $60.3K and bringing the position to 17,189 shares worth $438K. The position accounts for ﹤0.01% of the portfolio, ranked #2109.

Carson Wealth (CWM LLC) first reported a position in AMX in Q3 2015 and has held it in 42 quarters since. The position peaked at $440K in Q3 2025. 339 funds tracked by Wall St. Rank hold AMX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 17,189 shares of America Movil worth $438K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,643 America Movil shares in Q1 2026, an estimated $60.3K.
  • America Movil made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2109 holding.
  • Carson Wealth (CWM LLC) first reported a position in America Movil in Q3 2015 and has held it in 42 quarters since.
  • Carson Wealth (CWM LLC)'s America Movil position peaked at $440K in Q3 2025.
  • 339 funds tracked by Wall St. Rank held America Movil as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.