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Clearstead Advisors’s Fomento Económico Mexicano FMX Stock Holding History

Clearstead Advisors’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
Q2 		$42.7K Buy
334
+191
+134% +$23K ﹤0.01% 1549
2026
Q1 		$15.9K Hold
143
– – ﹤0.01% 1494
2025
Q4 		$14.5K Buy
+143
New +$13.9K ﹤0.01% 1801
2025
Q1 		– Sell
-601
Closed -$51.4K – 2247
2024
Q4 		$51.4K Hold
601
– – ﹤0.01% 1156
2024
Q3 		$59.3K Sell
601
-166
-22% -$17.9K ﹤0.01% 1167
2024
Q2 		$82.6K Hold
767
– – ﹤0.01% 1042
2024
Q1 		$93.6K Buy
767
+519
+209% +$67.8K ﹤0.01% 619
2023
Q4 		$32.3K Buy
248
+198
+396% +$23.6K ﹤0.01% 850
2023
Q3 		$5.46K Buy
+50
New +$5.55K ﹤0.01% 1225

Other funds holding FMX

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Clearstead Advisors's FMX Position: Q2 2026 in Review

Clearstead Advisors increased its Fomento Económico Mexicano (FMX) stake by 134% in Q2 2026, buying an estimated $23K and bringing the position to 334 shares worth $42.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1549.

Clearstead Advisors first reported a position in FMX in Q3 2023 and has held it in 9 quarters since. The position peaked at $93.6K in Q1 2024. 178 funds tracked by Wall St. Rank hold FMX as of Q2 2026.

  • Clearstead Advisors held 334 shares of Fomento Económico Mexicano worth $42.7K as of Q2 2026.
  • Clearstead Advisors bought 191 Fomento Económico Mexicano shares in Q2 2026, an estimated $23K.
  • Fomento Económico Mexicano made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1549 holding.
  • Clearstead Advisors first reported a position in Fomento Económico Mexicano in Q3 2023 and has held it in 9 quarters since.
  • Clearstead Advisors's Fomento Económico Mexicano position peaked at $93.6K in Q1 2024.
  • 178 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2026.

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