Global Retirement Partners’s Fomento Económico Mexicano FMX Stock Holding History

Global Retirement Partners’s Portfolio FMX Stock Details FMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$25K	Buy	247 +2	+0.8%	+$194	﹤0.01%	2773
2025 Q3	$24.1K	Sell	245 -40	-14%	-$3.72K	﹤0.01%	2301
2025 Q2	$29.4K	Buy	+285	New	+$29.4K	﹤0.01%	2069
2024 Q4	$18.9K	Hold	221	–	–	﹤0.01%	2118
2024 Q3	$21.8K	Hold	221	–	–	﹤0.01%	1949
2024 Q2	$23.8K	Hold	221	–	–	﹤0.01%	1897
2024 Q1	$28.8K	Hold	221	–	–	﹤0.01%	1655
2023 Q4	$28.7K	Hold	221	–	–	﹤0.01%	1584
2023 Q3	$24K	Hold	221	–	–	﹤0.01%	1570
2023 Q2	$24.5K	Hold	221	–	–	﹤0.01%	1588
2023 Q1	$21.4K	Buy	221 +212	+2,356%	+$18.5K	﹤0.01%	1611
2022 Q4	$703	Hold	9	–	–	﹤0.01%	2680
2022 Q3	$1K	Buy	9 +5	+125%	+$315	﹤0.01%	2454
2022 Q2	$0	Hold	4	–	–	﹤0.01%	2740
2022 Q1	$0	Buy	+4	New	+$315	﹤0.01%	2674
2020 Q3	–	Sell	-31	Closed	-$2K	–	1654
2020 Q2	$2K	Sell	31 -8	-21%	-$509	﹤0.01%	1452
2020 Q1	$2K	Hold	39	–	–	﹤0.01%	1403
2019 Q4	$4K	Sell	39 -16	-29%	-$1.47K	﹤0.01%	1367
2019 Q3	$5K	Buy	+55	New	+$5.07K	﹤0.01%	1294

Other funds holding FMX

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Global Retirement Partners's FMX Position: Q4 2025 in Review

Global Retirement Partners increased its Fomento Económico Mexicano (FMX) stake by 0.82% in Q4 2025, buying an estimated $194 and bringing the position to 247 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #2773.

Global Retirement Partners first reported a position in FMX in Q3 2019 and has held it in 19 quarters since. The position peaked at $29.4K in Q2 2025. 295 funds tracked by Wall St. Rank hold FMX as of Q4 2025.

Global Retirement Partners held 247 shares of Fomento Económico Mexicano worth $25K as of Q4 2025.
Global Retirement Partners bought 2 Fomento Económico Mexicano shares in Q4 2025, an estimated $194.
Fomento Económico Mexicano made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2773 holding.
Global Retirement Partners first reported a position in Fomento Económico Mexicano in Q3 2019 and has held it in 19 quarters since.
Global Retirement Partners's Fomento Económico Mexicano position peaked at $29.4K in Q2 2025.
295 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.