IBEX Wealth Advisors
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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
Q3 		$258K Hold
12,188
– – 0.02% 201
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

Northcape Capital
Northcape Capital Sydney, Australia $671M AUM 6.49% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
INCA Investments
INCA Investments Miami, Florida $276M AUM 24.38% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

IBEX Wealth Advisors's AMX Position: Q3 2026 in Review

IBEX Wealth Advisors held its America Movil (AMX) position steady in Q3 2026 at 12,188 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #201.

IBEX Wealth Advisors first reported a position in AMX in Q4 2024 and has held it in 8 quarters since. The position peaked at $317K in Q2 2026. 159 funds tracked by Wall St. Rank hold AMX as of Q3 2026.

  • IBEX Wealth Advisors held 12,188 shares of America Movil worth $258K as of Q3 2026.
  • IBEX Wealth Advisors left its America Movil share count unchanged in Q3 2026.
  • America Movil made up 0.02% of IBEX Wealth Advisors's portfolio in Q3 2026, its #201 holding.
  • IBEX Wealth Advisors first reported a position in America Movil in Q4 2024 and has held it in 8 quarters since.
  • IBEX Wealth Advisors's America Movil position peaked at $317K in Q2 2026.
  • 159 funds tracked by Wall St. Rank held America Movil as of Q3 2026.

Based on IBEX Wealth Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.