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IBEX Wealth Advisors’s America Movil AMX Stock Holding History

IBEX Wealth 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
2026
Q2 		$317K Hold
12,188
– – 0.02% 182
2026
Q1 		$311K Hold
12,188
– – 0.03% 184
2025
Q4 		$252K Hold
12,188
– – 0.02% 120
2025
Q3 		$256K Hold
12,188
– – 0.02% 186
2025
Q2 		$219K Hold
12,188
– – 0.02% 186
2025
Q1 		$173K Hold
12,188
– – 0.02% 119
2024
Q4 		$174K Buy
+12,188
New +$188K 0.02% 201

Other funds holding AMX

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IBEX Wealth Advisors's AMX Position: Q2 2026 in Review

IBEX Wealth Advisors held its America Movil (AMX) position steady in Q2 2026 at 12,188 shares worth $317K. The position accounts for 0.02% of the portfolio, ranked #182.

IBEX Wealth Advisors first reported a position in AMX in Q4 2024 and has held it in 7 quarters since. 355 funds tracked by Wall St. Rank hold AMX as of Q2 2026.

  • IBEX Wealth Advisors held 12,188 shares of America Movil worth $317K as of Q2 2026.
  • IBEX Wealth Advisors left its America Movil share count unchanged in Q2 2026.
  • America Movil made up 0.02% of IBEX Wealth Advisors's portfolio in Q2 2026, its #182 holding.
  • IBEX Wealth Advisors first reported a position in America Movil in Q4 2024 and has held it in 7 quarters since.
  • 355 funds tracked by Wall St. Rank held America Movil as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.