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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
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 $1.9T AUM 41.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $95.5B AUM 28.4% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IBEX Wealth Advisors's AMX Position: Q1 2026 in Review

IBEX Wealth Advisors held its America Movil (AMX) position steady in Q1 2026 at 12,188 shares worth $311K. The position accounts for 0.03% of the portfolio, ranked #184.

IBEX Wealth Advisors first reported a position in AMX in Q4 2024 and has held it in 6 quarters since. 336 funds tracked by Wall St. Rank hold AMX as of Q1 2026.

  • IBEX Wealth Advisors held 12,188 shares of America Movil worth $311K as of Q1 2026.
  • IBEX Wealth Advisors left its America Movil share count unchanged in Q1 2026.
  • America Movil made up 0.03% of IBEX Wealth Advisors's portfolio in Q1 2026, its #184 holding.
  • IBEX Wealth Advisors first reported a position in America Movil in Q4 2024 and has held it in 6 quarters since.
  • 336 funds tracked by Wall St. Rank held America Movil as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.