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Helium Advisors’s America Movil AMX Stock Holding History

Helium Advisors’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
2025
Q4 		– Sell
-11,990
Closed -$252K – 83
2025
Q3 		$252K Hold
11,990
– – 0.21% 73
2025
Q2 		$215K Hold
11,990
– – 0.14% 99
2025
Q1 		$170K Buy
+11,990
New +$172K 0.12% 101

Other funds holding AMX

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
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
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Helium Advisors's AMX Position: Q4 2025 in Review

Helium Advisors sold out of America Movil (AMX) in Q4 2025, closing a stake of 11,990 shares — an estimated $252K sold.

Helium Advisors first reported a position in AMX in Q1 2025 and held it in 3 quarters. The position peaked at $252K in Q3 2025. 306 funds tracked by Wall St. Rank hold AMX as of Q4 2025.

  • Helium Advisors reported no remaining America Movil position as of Q4 2025 after selling out during the quarter.
  • Helium Advisors sold 11,990 America Movil shares in Q4 2025, an estimated $252K.
  • Helium Advisors first reported a position in America Movil in Q1 2025 and held it in 3 quarters.
  • Helium Advisors's America Movil position peaked at $252K in Q3 2025.
  • 306 funds tracked by Wall St. Rank held America Movil as of Q4 2025.

Based on Helium Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.