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EP Wealth Advisors’s America Movil AMX Stock Holding History

EP Wealth 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 		$202K Buy
+7,758
New +$204K ﹤0.01% 1506
2024
Q4 		– Sell
-10,798
Closed -$177K – 1241
2024
Q3 		$177K Buy
+10,798
New +$183K ﹤0.01% 1074

Other funds holding AMX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Capital World Investors
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
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EP Wealth Advisors's AMX Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in America Movil (AMX) in Q2 2026: 7,758 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #1506 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in AMX as recently as Q3 2024.

EP Wealth Advisors first reported a position in AMX in Q3 2024 and has held it in 2 quarters since. 356 funds tracked by Wall St. Rank hold AMX as of Q2 2026.

  • EP Wealth Advisors held 7,758 shares of America Movil worth $202K as of Q2 2026.
  • America Movil was a new EP Wealth Advisors position in Q2 2026.
  • America Movil made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1506 holding.
  • EP Wealth Advisors first reported a position in America Movil in Q3 2024 and has held it in 2 quarters since.
  • 356 funds tracked by Wall St. Rank held America Movil as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.