Clearstead Advisors’s America Movil AMX Stock Holding History

Clearstead 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	$117K	Hold	4,485	–	–	﹤0.01%	1242
2026 Q1	$114K	Hold	4,485	–	–	﹤0.01%	1112
2025 Q4	$92.7K	Hold	4,485	–	–	﹤0.01%	1147
2025 Q3	$94.2K	Hold	4,485	–	–	﹤0.01%	1072
2025 Q2	$80.5K	Hold	4,485	–	–	﹤0.01%	1131
2025 Q1	$63.8K	Hold	4,485	–	–	﹤0.01%	1108
2024 Q4	$64.2K	Sell	4,485 -1,101	-20%	-$17K	﹤0.01%	1109
2024 Q3	$91.4K	Buy	5,586 +4,248	+317%	+$71.9K	﹤0.01%	1049
2024 Q2	$22.7K	Buy	1,338 +1,101	+465%	+$20.3K	﹤0.01%	1340
2024 Q1	$4.71K	Hold	237	–	–	﹤0.01%	1187
2023 Q4	$4.39K	Buy	237 +181	+323%	+$3.18K	﹤0.01%	1181
2023 Q3	$970	Buy	+56	New	+$1.09K	﹤0.01%	1363
2021 Q3	–	Sell	-328	Closed	-$5K	–	1286
2021 Q2	$5K	Sell	328 -526	-62%	-$7.82K	﹤0.01%	874
2021 Q1	$12K	Hold	854	–	–	﹤0.01%	752
2020 Q4	$12K	Hold	854	–	–	﹤0.01%	689
2020 Q3	$11K	Hold	854	–	–	﹤0.01%	649
2020 Q2	$11K	Hold	854	–	–	﹤0.01%	588
2020 Q1	$10K	Buy	+854	New	+$13.3K	﹤0.01%	573

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

Clearstead Advisors's AMX Position: Q2 2026 in Review

Clearstead Advisors held its America Movil (AMX) position steady in Q2 2026 at 4,485 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #1242.

Clearstead Advisors first reported a position in AMX in Q1 2020 and has held it in 18 quarters since. 356 funds tracked by Wall St. Rank hold AMX as of Q2 2026.

Clearstead Advisors held 4,485 shares of America Movil worth $117K as of Q2 2026.
Clearstead Advisors left its America Movil share count unchanged in Q2 2026.
America Movil made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1242 holding.
Clearstead Advisors first reported a position in America Movil in Q1 2020 and has held it in 18 quarters since.
356 funds tracked by Wall St. Rank held America Movil as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.