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
2026 Q2	$2.08M	Buy	+16,271	New	+$1.96M	0.03%	475
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 $60.8B AUM 26.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Global Retirement Partners's FMX Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Fomento Económico Mexicano (FMX) in Q2 2026: 16,271 shares worth $2.08M. The stake represents 0.03% of the portfolio and ranks #475 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FMX as recently as Q4 2025.

Global Retirement Partners first reported a position in FMX in Q3 2019 and has held it in 20 quarters since. 344 funds tracked by Wall St. Rank hold FMX as of Q2 2026.

Global Retirement Partners held 16,271 shares of Fomento Económico Mexicano worth $2.08M as of Q2 2026.
Fomento Económico Mexicano was a new Global Retirement Partners position in Q2 2026.
Fomento Económico Mexicano made up 0.03% of Global Retirement Partners's portfolio in Q2 2026, its #475 holding.
Global Retirement Partners first reported a position in Fomento Económico Mexicano in Q3 2019 and has held it in 20 quarters since.
344 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.