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Clearstead Trust’s Fomento Económico Mexicano FMX Stock Holding History

Clearstead Trust’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
2025
Q4 		– Sell
-137
Closed -$13.5K – 1196
2025
Q3 		$13.5K Hold
137
– – ﹤0.01% 523
2025
Q2 		$14.1K Buy
+137
New +$14.1K ﹤0.01% 509

Other funds holding FMX

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clearstead Trust's FMX Position: Q4 2025 in Review

Clearstead Trust sold out of Fomento Económico Mexicano (FMX) in Q4 2025, closing a stake of 137 shares — an estimated $13.5K sold.

Clearstead Trust first reported a position in FMX in Q2 2025 and held it in 2 quarters. The position peaked at $14.1K in Q2 2025. 295 funds tracked by Wall St. Rank hold FMX as of Q4 2025.

  • Clearstead Trust reported no remaining Fomento Económico Mexicano position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 137 Fomento Económico Mexicano shares in Q4 2025, an estimated $13.5K.
  • Clearstead Trust first reported a position in Fomento Económico Mexicano in Q2 2025 and held it in 2 quarters.
  • Clearstead Trust's Fomento Económico Mexicano position peaked at $14.1K in Q2 2025.
  • 295 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.