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Estate Planners Group’s Fomento Económico Mexicano FMX Stock Holding History

Estate Planners Group’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 		– Sell
-24
Closed -$2.45K – 183
2025
Q4 		$2.45K Buy
+24
New +$2.33K ﹤0.01% 395

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

Estate Planners Group's FMX Position: Q1 2026 in Review

Estate Planners Group sold out of Fomento Económico Mexicano (FMX) in Q1 2026, closing a stake of 24 shares — an estimated $2.45K sold.

Estate Planners Group first reported a position in FMX in Q4 2025 and held it in 1 quarter. The position peaked at $2.45K in Q4 2025. 308 funds tracked by Wall St. Rank hold FMX as of Q1 2026.

  • Estate Planners Group reported no remaining Fomento Económico Mexicano position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 24 Fomento Económico Mexicano shares in Q1 2026, an estimated $2.45K.
  • Estate Planners Group first reported a position in Fomento Económico Mexicano in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Fomento Económico Mexicano position peaked at $2.45K in Q4 2025.
  • 308 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.