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BFC Planning, Inc.’s America Movil AMX Stock Holding History

BFC Planning, Inc.’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 		$109K Hold
4,191
– – ﹤0.01% 1201
2026
Q1 		$107K Buy
4,191
+47
+1% +$1.07K ﹤0.01% 1080
2025
Q4 		$85.7K Sell
4,144
-40
-1% -$880 ﹤0.01% 1165
2025
Q3 		$87.9K Buy
4,184
+65
+2% +$1.24K 0.01% 974
2025
Q2 		$73.9K Buy
4,119
+93
+2% +$1.55K 0.01% 992
2025
Q1 		$57.2K Buy
4,026
+88
+2% +$1.26K 0.01% 1056
2024
Q4 		$56.4K Buy
+3,938
New +$60.9K ﹤0.01% 1062

Other funds holding AMX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Westwood Global Investments
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
Northcape Capital
Northcape Capital Sydney, Australia $671M AUM 6.49% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BFC Planning, Inc.'s AMX Position: Q2 2026 in Review

BFC Planning, Inc. held its America Movil (AMX) position steady in Q2 2026 at 4,191 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #1201.

BFC Planning, Inc. first reported a position in AMX in Q4 2024 and has held it in 7 quarters since. 357 funds tracked by Wall St. Rank hold AMX as of Q2 2026.

  • BFC Planning, Inc. held 4,191 shares of America Movil worth $109K as of Q2 2026.
  • BFC Planning, Inc. left its America Movil share count unchanged in Q2 2026.
  • America Movil made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1201 holding.
  • BFC Planning, Inc. first reported a position in America Movil in Q4 2024 and has held it in 7 quarters since.
  • 357 funds tracked by Wall St. Rank held America Movil as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.