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 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 $1.9T AUM 41.92% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evergreen Capital Management's AMX Position: Q1 2026 in Review

Evergreen Capital Management held its America Movil (AMX) position steady in Q1 2026 at 24,352 shares worth $620K. The position accounts for 0.01% of the portfolio, ranked #661.

Evergreen Capital Management first reported a position in AMX in Q4 2016 and has held it in 8 quarters since. The position peaked at $2.52M in Q4 2016. 336 funds tracked by Wall St. Rank hold AMX as of Q1 2026.

Evergreen Capital Management held 24,352 shares of America Movil worth $620K as of Q1 2026.
Evergreen Capital Management left its America Movil share count unchanged in Q1 2026.
America Movil made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #661 holding.
Evergreen Capital Management first reported a position in America Movil in Q4 2016 and has held it in 8 quarters since.
Evergreen Capital Management's America Movil position peaked at $2.52M in Q4 2016.
336 funds tracked by Wall St. Rank held America Movil as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.