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Investment Partners Asset Management’s America Movil AMX Stock Holding History

Investment Partners Asset Management’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 		$260K Hold
12,247
– – 0.14% 147
2026
Q2 		$318K Hold
12,247
– – 0.18% 133
2026
Q1 		$312K Hold
12,247
– – 0.19% 128
2025
Q4 		$253K Hold
12,247
– – 0.16% 142
2025
Q3 		$257K Hold
12,247
– – 0.17% 137
2025
Q2 		$220K Hold
12,247
– – 0.15% 139
2025
Q1 		$174K Hold
12,247
– – 0.14% 142
2024
Q4 		$175K Hold
12,247
– – 0.14% 143
2024
Q3 		$200K Hold
12,247
– – 0.16% 135
2024
Q2 		$208K Hold
12,247
– – 0.19% 125
2024
Q1 		$229K Sell
12,247
-821
-6% -$15.1K 0.21% 123
2023
Q4 		$242K Buy
+13,068
New +$230K 0.24% 110

Other funds holding AMX

NC
Northcape Capital Sydney, Australia $671M AUM 6.49% 1-Year Est. Return
HJIM
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
KPPF
Klein Pavlis & Peasley Financial Irvine, California $198M AUM 23.77% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Investment Partners Asset Management's AMX Position: Q3 2026 in Review

Investment Partners Asset Management held its America Movil (AMX) position steady in Q3 2026 at 12,247 shares worth $260K. The position accounts for 0.14% of the portfolio, ranked #147.

Investment Partners Asset Management first reported a position in AMX in Q4 2023 and has held it in 12 quarters since. The position peaked at $318K in Q2 2026. 24 funds tracked by Wall St. Rank hold AMX as of Q3 2026.

  • Investment Partners Asset Management held 12,247 shares of America Movil worth $260K as of Q3 2026.
  • Investment Partners Asset Management left its America Movil share count unchanged in Q3 2026.
  • America Movil made up 0.14% of Investment Partners Asset Management's portfolio in Q3 2026, its #147 holding.
  • Investment Partners Asset Management first reported a position in America Movil in Q4 2023 and has held it in 12 quarters since.
  • Investment Partners Asset Management's America Movil position peaked at $318K in Q2 2026.
  • 24 funds tracked by Wall St. Rank held America Movil as of Q3 2026.

Based on Investment Partners Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.