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EverSource Wealth Advisors’s America Movil AMX Stock Holding History

EverSource Wealth Advisors’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 		$99.3K Buy
3,896
+739
+23% +$16.9K ﹤0.01% 1431
2025
Q4 		$65.3K Buy
3,157
+902
+40% +$19.8K ﹤0.01% 1568
2025
Q3 		$47.4K Buy
2,255
+152
+7% +$2.9K ﹤0.01% 1755
2025
Q2 		$37.7K Buy
2,103
+1,235
+142% +$20.5K ﹤0.01% 1808
2025
Q1 		$12.3K Buy
868
+55
+7% +$788 ﹤0.01% 1986
2024
Q4 		$11.6K Sell
813
-39
-5% -$603 ﹤0.01% 1910
2024
Q3 		$13.9K Sell
852
-323
-27% -$5.47K ﹤0.01% 1677
2024
Q2 		$19.6K Buy
1,175
+111
+10% +$2.04K ﹤0.01% 1517
2024
Q1 		$20.3K Buy
1,064
+103
+11% +$1.9K ﹤0.01% 1357
2023
Q4 		$17.8K Buy
961
+203
+27% +$3.57K ﹤0.01% 1287
2023
Q3 		$13.1K Sell
758
-28
-4% -$548 ﹤0.01% 1307
2023
Q2 		$17K Buy
786
+30
+4% +$651 ﹤0.01% 1219
2023
Q1 		$15.9K Sell
756
-471
-38% -$9.66K ﹤0.01% 1170
2022
Q4 		$22.3K Sell
1,227
-79
-6% -$1.46K ﹤0.01% 1032
2022
Q3 		$22K Buy
1,306
+223
+21% +$4.08K 0.01% 865
2022
Q2 		$23K Sell
1,083
-126
-10% -$2.59K 0.01% 790
2022
Q1 		$26K Buy
1,209
+251
+26% +$4.85K 0.01% 610
2021
Q4 		$20K Buy
+958
New +$17.6K 0.01% 674

Other funds holding AMX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Capital World Investors
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
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Boston Partners
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EverSource Wealth Advisors's AMX Position: Q1 2026 in Review

EverSource Wealth Advisors increased its America Movil (AMX) stake by 23% in Q1 2026, buying an estimated $16.9K and bringing the position to 3,896 shares worth $99.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1431.

EverSource Wealth Advisors first reported a position in AMX in Q4 2021 and has held it in 18 quarters since. 336 funds tracked by Wall St. Rank hold AMX as of Q1 2026.

  • EverSource Wealth Advisors held 3,896 shares of America Movil worth $99.3K as of Q1 2026.
  • EverSource Wealth Advisors bought 739 America Movil shares in Q1 2026, an estimated $16.9K.
  • America Movil made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1431 holding.
  • EverSource Wealth Advisors first reported a position in America Movil in Q4 2021 and has held it in 18 quarters since.
  • 336 funds tracked by Wall St. Rank held America Movil as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.