Center for Financial Planning’s America Movil AMX Stock Holding History

Center for Financial Planning’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	-160	Closed	-$4.08K	–	667
2026 Q1	$4.08K	Hold	160	–	–	﹤0.01%	548
2025 Q4	$3.31K	Hold	160	–	–	﹤0.01%	583
2025 Q3	$3.36K	Hold	160	–	–	﹤0.01%	567
2025 Q2	$2.87K	Hold	160	–	–	﹤0.01%	541
2025 Q1	$2.28K	Hold	160	–	–	﹤0.01%	576
2024 Q4	$2.29K	Hold	160	–	–	﹤0.01%	528
2024 Q3	$2.62K	Hold	160	–	–	﹤0.01%	487
2024 Q2	$2.72K	Hold	160	–	–	﹤0.01%	487
2024 Q1	$2.99K	Hold	160	–	–	﹤0.01%	501
2023 Q4	$2.96K	Hold	160	–	–	﹤0.01%	449
2023 Q3	$2.77K	Hold	160	–	–	﹤0.01%	445
2023 Q2	$3.46K	Hold	160	–	–	﹤0.01%	466
2023 Q1	$3.37K	Hold	160	–	–	﹤0.01%	433
2022 Q4	$2.91K	Sell	160 -140	-47%	-$2.58K	﹤0.01%	440
2022 Q3	$5K	Hold	300	–	–	﹤0.01%	417
2022 Q2	$6K	Hold	300	–	–	﹤0.01%	409
2022 Q1	$6K	Buy	+300	New	+$5.79K	﹤0.01%	418

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

Center for Financial Planning's AMX Position: Q2 2026 in Review

Center for Financial Planning sold out of America Movil (AMX) in Q2 2026, closing a stake of 160 shares — an estimated $4.08K sold.

Center for Financial Planning first reported a position in AMX in Q1 2022 and held it in 17 quarters. The position peaked at $6K in Q2 2022. 356 funds tracked by Wall St. Rank hold AMX as of Q2 2026.

Center for Financial Planning reported no remaining America Movil position as of Q2 2026 after selling out during the quarter.
Center for Financial Planning sold 160 America Movil shares in Q2 2026, an estimated $4.08K.
Center for Financial Planning first reported a position in America Movil in Q1 2022 and held it in 17 quarters.
Center for Financial Planning's America Movil position peaked at $6K in Q2 2022.
356 funds tracked by Wall St. Rank held America Movil as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.