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 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 $2.3T AUM 54.33% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evergreen Capital Management's AMX Position: Q2 2026 in Review

Evergreen Capital Management held its America Movil (AMX) position steady in Q2 2026 at 24,352 shares worth $633K. The position accounts for 0.01% of the portfolio, ranked #765.

Evergreen Capital Management first reported a position in AMX in Q4 2016 and has held it in 9 quarters since. The position peaked at $2.52M in Q4 2016. 356 funds tracked by Wall St. Rank hold AMX as of Q2 2026.

Evergreen Capital Management held 24,352 shares of America Movil worth $633K as of Q2 2026.
Evergreen Capital Management left its America Movil share count unchanged in Q2 2026.
America Movil made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #765 holding.
Evergreen Capital Management first reported a position in America Movil in Q4 2016 and has held it in 9 quarters since.
Evergreen Capital Management's America Movil position peaked at $2.52M in Q4 2016.
356 funds tracked by Wall St. Rank held America Movil as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.