Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Fomento Económico Mexicano FMX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FMX Stock Details FMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$104K Buy
934
+501
+116% +$53.9K ﹤0.01% 3236
2025
Q4 		$44K Buy
433
+73
+20% +$7.09K ﹤0.01% 3693
2025
Q3 		$36K Sell
360
-24
-6% -$2.23K ﹤0.01% 3763
2025
Q2 		$40K Sell
384
-51
-12% -$5.26K ﹤0.01% 3444
2025
Q1 		$42K Sell
435
-233
-35% -$21.1K ﹤0.01% 3112
2024
Q4 		$57K Buy
668
+62
+10% +$5.76K ﹤0.01% 2702
2024
Q3 		$60K Sell
606
-350
-37% -$37.7K ﹤0.01% 2561
2024
Q2 		$103K Buy
956
+213
+29% +$24.9K ﹤0.01% 1956
2024
Q1 		$97K Buy
743
+384
+107% +$50.1K ﹤0.01% 1897
2023
Q4 		$47K Sell
359
-46
-11% -$5.47K ﹤0.01% 2216
2023
Q3 		$44K Buy
405
+61
+18% +$6.77K ﹤0.01% 2139
2023
Q2 		$38K Buy
344
+58
+20% +$5.83K ﹤0.01% 2180
2023
Q1 		$27K Buy
286
+51
+22% +$4.46K ﹤0.01% 2288
2022
Q4 		$18K Buy
235
+53
+29% +$3.9K ﹤0.01% 2443
2022
Q3 		$11K Buy
182
+117
+180% +$7.37K ﹤0.01% 2622
2022
Q2 		$4K Sell
65
-88
-58% -$6.51K ﹤0.01% 3076
2022
Q1 		$13K Buy
153
+137
+856% +$10.8K ﹤0.01% 2323
2021
Q4 		$1K Buy
+16
New +$1.25K ﹤0.01% 3297
2021
Q2 		$1K Hold
16
– – ﹤0.01% 2789
2021
Q1 		$1K Hold
16
– – ﹤0.01% 2789
2020
Q4 		$1K Hold
16
– – ﹤0.01% 2789
2020
Q3 		$1K Hold
16
– – ﹤0.01% 2788
2020
Q2 		$1K Hold
16
– – ﹤0.01% 2788
2020
Q1 		$1K Hold
16
– – ﹤0.01% 2787
2019
Q4 		$1K Hold
16
– – ﹤0.01% 2787
2019
Q3 		$1K Hold
16
– – ﹤0.01% 2787
2019
Q2 		$1K Hold
16
– – ﹤0.01% 2787
2019
Q1 		$1K Buy
+16
New +$1.46K ﹤0.01% 2786
2017
Q4 		– Sell
-220
Closed -$21K – 1494
2017
Q3 		$21K Hold
220
– – ﹤0.01% 692
2017
Q2 		$22K Hold
220
– – ﹤0.01% 619
2017
Q1 		$19K Buy
+220
New +$17.9K ﹤0.01% 606

Other funds holding FMX

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Fomento Económico Mexicano (FMX) stake by 116% in Q1 2026, buying an estimated $53.9K and bringing the position to 934 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #3236.

Carson Wealth (CWM LLC) first reported a position in FMX in Q1 2017 and has held it in 31 quarters since. 307 funds tracked by Wall St. Rank hold FMX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 934 shares of Fomento Económico Mexicano worth $104K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 501 Fomento Económico Mexicano shares in Q1 2026, an estimated $53.9K.
  • Fomento Económico Mexicano made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3236 holding.
  • Carson Wealth (CWM LLC) first reported a position in Fomento Económico Mexicano in Q1 2017 and has held it in 31 quarters since.
  • 307 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2026.

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