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HB Wealth Management’s Fomento Económico Mexicano FMX Stock Holding History

HB Wealth Management’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 		$347K Buy
2,711
+220
+9% +$26.5K ﹤0.01% 1291
2026
Q1 		$277K Buy
2,491
+136
+6% +$14.6K ﹤0.01% 1277
2025
Q4 		$238K Sell
2,355
-498
-17% -$48.4K ﹤0.01% 1257
2025
Q3 		$281K Buy
2,853
+595
+26% +$55.3K ﹤0.01% 1106
2025
Q2 		$233K Sell
2,258
-560
-20% -$57.8K ﹤0.01% 1050
2025
Q1 		$275K Buy
+2,818
New +$255K ﹤0.01% 1007

Other funds holding FMX

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HB Wealth Management's FMX Position: Q2 2026 in Review

HB Wealth Management increased its Fomento Económico Mexicano (FMX) stake by 8.8% in Q2 2026, buying an estimated $26.5K and bringing the position to 2,711 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #1291.

HB Wealth Management first reported a position in FMX in Q1 2025 and has held it in 6 quarters since. 344 funds tracked by Wall St. Rank hold FMX as of Q2 2026.

  • HB Wealth Management held 2,711 shares of Fomento Económico Mexicano worth $347K as of Q2 2026.
  • HB Wealth Management bought 220 Fomento Económico Mexicano shares in Q2 2026, an estimated $26.5K.
  • Fomento Económico Mexicano made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1291 holding.
  • HB Wealth Management first reported a position in Fomento Económico Mexicano in Q1 2025 and has held it in 6 quarters since.
  • 344 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.