Greenleaf Trust’s Fomento Económico Mexicano FMX Stock Holding History

Greenleaf Trust’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 Q1	$270K	Buy	2,430 +10	+0.4%	+$1.08K	﹤0.01%	687
2025 Q4	$245K	Buy	2,420 +4	+0.2%	+$389	﹤0.01%	724
2025 Q3	$238K	Sell	2,416 -5	-0.2%	-$465	﹤0.01%	727
2025 Q2	$249K	Buy	2,421 +10	+0.4%	+$1.03K	﹤0.01%	698
2025 Q1	$235K	Buy	2,411 +16	+0.7%	+$1.45K	﹤0.01%	726
2024 Q4	$205K	Hold	2,395	–	–	﹤0.01%	776
2024 Q3	$236K	Hold	2,395	–	–	﹤0.01%	744
2024 Q2	$258K	Sell	2,395 -9	-0.4%	-$1.05K	﹤0.01%	661
2024 Q1	$313K	Buy	2,404 +9	+0.4%	+$1.18K	﹤0.01%	593
2023 Q4	$312K	Hold	2,395	–	–	﹤0.01%	584
2023 Q3	$261K	Hold	2,395	–	–	﹤0.01%	625
2023 Q2	$265K	Hold	2,395	–	–	﹤0.01%	630
2023 Q1	$228K	Buy	+2,395	New	+$210K	﹤0.01%	690

Other funds holding FMX

First Eagle Investment Management

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

Fidelity Investments

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

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

Baillie Gifford & Co

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

Schroder Investment Management Group

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

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.18B AUM 46.57% 1-Year Est. Return