Councilmark Asset Management’s Fomento Económico Mexicano FMX Stock Holding History

Councilmark Asset Management’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	$975K	Buy	8,775 +20	+0.2%	+$2.15K	0.56%	36
2025 Q4	$885K	Sell	8,755 -85	-1%	-$8.26K	0.49%	39
2025 Q3	$872K	Hold	8,840	–	–	0.5%	38
2025 Q2	$910K	Buy	8,840 +20	+0.2%	+$2.06K	0.58%	39
2025 Q1	$861K	Sell	8,820 -50	-0.6%	-$4.53K	0.58%	41
2024 Q4	$758K	Hold	8,870	–	–	0.51%	44
2024 Q3	$876K	Hold	8,870	–	–	0.59%	41
2024 Q2	$955K	Hold	8,870	–	–	0.68%	40
2024 Q1	$1.16M	Buy	+8,870	New	+$1.16M	0.83%	37

Other funds holding FMX

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Councilmark Asset Management's FMX Position: Q1 2026 in Review

Councilmark Asset Management increased its Fomento Económico Mexicano (FMX) stake by 0.23% in Q1 2026, buying an estimated $2.15K and bringing the position to 8,775 shares worth $975K. The position accounts for 0.56% of the portfolio, ranked #36.

Councilmark Asset Management first reported a position in FMX in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.16M in Q1 2024. 307 funds tracked by Wall St. Rank hold FMX as of Q1 2026.

Councilmark Asset Management held 8,775 shares of Fomento Económico Mexicano worth $975K as of Q1 2026.
Councilmark Asset Management bought 20 Fomento Económico Mexicano shares in Q1 2026, an estimated $2.15K.
Fomento Económico Mexicano made up 0.56% of Councilmark Asset Management's portfolio in Q1 2026, its #36 holding.
Councilmark Asset Management first reported a position in Fomento Económico Mexicano in Q1 2024 and has held it in 9 quarters since.
Councilmark Asset Management's Fomento Económico Mexicano position peaked at $1.16M in Q1 2024.
307 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2026.

Based on Councilmark Asset Management's 13F filing for Q1 2026, filed 12 May 2026.