Diversified Trust’s Fomento Económico Mexicano FMX Stock Holding History

Diversified 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
2026 Q2	$1.18M	Buy	+9,240	New	+$1.11M	0.02%	443
2018 Q1	–	Sell	-15,155	Closed	-$1.42M	–	321
2017 Q4	$1.42M	Sell	15,155 -2,130	-12%	-$194K	0.09%	90
2017 Q3	$1.65M	Sell	17,285 -205	-1%	-$20.4K	0.13%	81
2017 Q2	$1.72M	Hold	17,490	–	–	0.14%	81
2017 Q1	$1.55M	Sell	17,490 -11,267	-39%	-$918K	0.12%	89
2016 Q4	$2.19M	Buy	+28,757	New	+$2.46M	0.19%	60

Other funds holding FMX

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Diversified Trust's FMX Position: Q2 2026 in Review

Diversified Trust opened a new position in Fomento Económico Mexicano (FMX) in Q2 2026: 9,240 shares worth $1.18M. The stake represents 0.02% of the portfolio and ranks #443 among its holdings. This is a return to the name: Diversified Trust previously reported a position in FMX as recently as Q4 2017.

Diversified Trust first reported a position in FMX in Q4 2016 and has held it in 6 quarters since. The position peaked at $2.19M in Q4 2016. 344 funds tracked by Wall St. Rank hold FMX as of Q2 2026.

Diversified Trust held 9,240 shares of Fomento Económico Mexicano worth $1.18M as of Q2 2026.
Fomento Económico Mexicano was a new Diversified Trust position in Q2 2026.
Fomento Económico Mexicano made up 0.02% of Diversified Trust's portfolio in Q2 2026, its #443 holding.
Diversified Trust first reported a position in Fomento Económico Mexicano in Q4 2016 and has held it in 6 quarters since.
Diversified Trust's Fomento Económico Mexicano position peaked at $2.19M in Q4 2016.
344 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.