Evergreen Capital Management’s America Movil AMX Stock Holding History

Evergreen Capital Management’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 Q3	$569K	Buy	26,852 +2,500	+10%	+$60.2K	0.01%	799
2026 Q2	$633K	Hold	24,352	–	–	0.01%	765
2026 Q1	$620K	Hold	24,352	–	–	0.01%	661
2025 Q4	$503K	Sell	24,352 -17,056	-41%	-$375K	0.01%	738
2025 Q3	$870K	Sell	41,408 -168	-0.4%	-$3.2K	0.02%	443
2025 Q2	$746K	Buy	+41,576	New	+$691K	0.02%	432
2017 Q4	–	Sell	-75,479	Closed	-$1.34M	–	236
2017 Q3	$1.34M	Sell	75,479 -24,916	-25%	-$447K	0.16%	109
2017 Q2	$1.6M	Sell	100,395 -69,545	-41%	-$1.08M	0.26%	79
2017 Q1	$2.41M	Sell	169,940 -30,225	-15%	-$394K	0.5%	62
2016 Q4	$2.52M	Buy	+200,165	New	+$2.42M	0.49%	63

Other funds holding AMX

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Westwood Global Investments Boston, Massachusetts $2.63B AUM 32.6% 1-Year Est. Return

Northcape Capital Sydney, Australia $671M AUM 6.49% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $37.3B AUM 26.21% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

Evergreen Capital Management's AMX Position: Q3 2026 in Review

Evergreen Capital Management increased its America Movil (AMX) stake by 10% in Q3 2026, buying an estimated $60.2K and bringing the position to 26,852 shares worth $569K. The position accounts for 0.01% of the portfolio, ranked #799.

Evergreen Capital Management first reported a position in AMX in Q4 2016 and has held it in 10 quarters since. The position peaked at $2.52M in Q4 2016. 253 funds tracked by Wall St. Rank hold AMX as of Q3 2026.

Evergreen Capital Management held 26,852 shares of America Movil worth $569K as of Q3 2026.
Evergreen Capital Management bought 2,500 America Movil shares in Q3 2026, an estimated $60.2K.
America Movil made up 0.01% of Evergreen Capital Management's portfolio in Q3 2026, its #799 holding.
Evergreen Capital Management first reported a position in America Movil in Q4 2016 and has held it in 10 quarters since.
Evergreen Capital Management's America Movil position peaked at $2.52M in Q4 2016.
253 funds tracked by Wall St. Rank held America Movil as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.