Essex Financial Services’s America Movil AMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.36M | Hold |
53,340
| – | – | 0.08% | 219 |
|
|
2025
Q4 | $1.1M | Buy |
53,340
+55
| +0.1% | +$1.21K | 0.06% | 257 |
|
|
2025
Q3 | $1.12M | Buy |
53,285
+791
| +2% | +$15.1K | 0.07% | 241 |
|
|
2025
Q2 | $942K | Buy |
+52,494
| New | +$872K | 0.06% | 268 |
|
|
2025
Q1 | – | Sell |
-52,494
| Closed | -$751K | – | 634 |
|
|
2024
Q4 | $751K | Buy |
+52,494
| New | +$812K | 0.05% | 296 |
|
|
2024
Q3 | – | Sell |
-52,424
| Closed | -$886K | – | 625 |
|
|
2024
Q2 | $886K | Buy |
+52,424
| New | +$966K | 0.07% | 263 |
|
|
2021
Q1 | – | Sell |
-48,000
| Closed | -$698K | – | 351 |
|
|
2020
Q4 | $698K | Hold |
48,000
| – | – | 0.14% | 150 |
|
|
2020
Q3 | $600K | Hold |
48,000
| – | – | 0.15% | 135 |
|
|
2020
Q2 | $609K | Hold |
48,000
| – | – | 0.19% | 114 |
|
|
2020
Q1 | $565K | Hold |
48,000
| – | – | 0.2% | 114 |
|
|
2019
Q4 | $768K | Hold |
48,000
| – | – | 0.21% | 111 |
|
|
2019
Q3 | $713K | Hold |
48,000
| – | – | 0.23% | 102 |
|
|
2019
Q2 | $699K | Hold |
48,000
| – | – | 0.21% | 102 |
|
|
2019
Q1 | $685K | Hold |
48,000
| – | – | 0.21% | 103 |
|
|
2018
Q4 | $684K | Hold |
48,000
| – | – | 0.21% | 101 |
|
|
2018
Q3 | $771K | Hold |
48,000
| – | – | 0.17% | 117 |
|
|
2018
Q2 | $800K | Hold |
48,000
| – | – | 0.19% | 109 |
|
|
2018
Q1 | $916K | Hold |
48,000
| – | – | 0.18% | 121 |
|
|
2017
Q4 | $823K | Hold |
48,000
| – | – | 0.2% | 104 |
|
|
2017
Q3 | $852K | Hold |
48,000
| – | – | 0.21% | 98 |
|
|
2017
Q2 | $764K | Sell |
48,000
-2,208
| -4% | -$34.2K | 0.16% | 138 |
|
|
2017
Q1 | $711K | Hold |
50,208
| – | – | 0.16% | 137 |
|
|
2016
Q4 | $631K | Hold |
50,208
| – | – | 0.14% | 153 |
|
|
2016
Q3 | $574K | Hold |
50,208
| – | – | 0.14% | 146 |
|
|
2016
Q2 | $616K | Hold |
50,208
| – | – | 0.15% | 145 |
|
|
2016
Q1 | $780K | Hold |
50,208
| – | – | 0.19% | 118 |
|
|
2015
Q4 | $706K | Hold |
50,208
| – | – | 0.17% | 137 |
|
|
2015
Q3 | $831K | Hold |
50,208
| – | – | 0.22% | 112 |
|
|
2015
Q2 | $1.07M | Hold |
50,208
| – | – | 0.28% | 94 |
|
|
2015
Q1 | $1.03M | Hold |
50,208
| – | – | 0.26% | 100 |
|
|
2014
Q4 | $1.11M | Hold |
50,208
| – | – | 0.29% | 89 |
|
|
2014
Q3 | $1.26M | Hold |
50,208
| – | – | 0.38% | 66 |
|
|
2014
Q2 | $1.04M | Sell |
50,208
-776
| -2% | -$15.5K | 0.31% | 80 |
|
|
2014
Q1 | $1.01M | Hold |
50,984
| – | – | 0.33% | 76 |
|
|
2013
Q4 | $1.19M | Sell |
50,984
-1,800
| -3% | -$39.2K | 0.4% | 62 |
|
|
2013
Q3 | $1.05K | Buy |
52,784
+310
| +0.6% | +$6.38K | 0.33% | 63 |
|
|
2013
Q2 | $1.14M | Buy |
+52,474
| New | +$1.07M | 0.4% | 57 |
|
Other funds holding AMX
WGI
NC
DCM
Essex Financial Services's AMX Position: Q1 2026 in Review
Essex Financial Services held its America Movil (AMX) position steady in Q1 2026 at 53,340 shares worth $1.36M. The position accounts for 0.08% of the portfolio, ranked #219.
Essex Financial Services first reported a position in AMX in Q2 2013 and has held it in 37 quarters since. 337 funds tracked by Wall St. Rank hold AMX as of Q1 2026.
- Essex Financial Services held 53,340 shares of America Movil worth $1.36M as of Q1 2026.
- Essex Financial Services left its America Movil share count unchanged in Q1 2026.
- America Movil made up 0.08% of Essex Financial Services's portfolio in Q1 2026, its #219 holding.
- Essex Financial Services first reported a position in America Movil in Q2 2013 and has held it in 37 quarters since.
- 337 funds tracked by Wall St. Rank held America Movil as of Q1 2026.
Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.