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Itau Unibanco Holding S.A.’s Fomento Económico Mexicano FMX Stock Holding History

Itau Unibanco Holding S.A.’s Portfolio FMX Stock Details FMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$153M Buy
1,386,705
+977,148
+239% +$105M 3.56% 7
2025
Q4 		$41.4M Buy
+409,557
New +$39.8M 0.99% 32
2025
Q3 		– Sell
-613,888
Closed -$34.8M – 411
2025
Q2 		$34.8M Sell
613,888
-498,148
-45% -$51.4M 1.32% 24
2025
Q1 		$106M Buy
1,112,036
+570,640
+105% +$51.6M 3.95% 8
2024
Q4 		$46.3M Sell
541,396
-260,433
-32% -$24.2M 1.44% 16
2024
Q3 		$79.1M Sell
801,829
-487,457
-38% -$52.5M 2.61% 12
2024
Q2 		$134M Sell
1,289,286
-75,881
-6% -$8.88M 5.47% 5
2024
Q1 		$171M Sell
1,365,167
-637,845
-32% -$83.3M 7.32% 2
2023
Q4 		$250M Buy
2,003,012
+792,533
+65% +$94.3M 8.21% 2
2023
Q3 		$132M Sell
1,210,479
-341,044
-22% -$37.9M 5.84% 2
2023
Q2 		$166M Buy
1,551,523
+87,950
+6% +$8.84M 7.71% 2
2023
Q1 		$135M Buy
1,463,573
+126,339
+9% +$11.1M 6.79% 2
2022
Q4 		$102M Sell
1,337,234
-256,856
-16% -$18.9M 4.13% 4
2022
Q3 		$100M Sell
1,594,090
-240,597
-13% -$15.2M 4.02% 5
2022
Q2 		$122M Buy
+1,834,687
New +$136M 4.28% 4
2022
Q1 		– Sell
-1,285,157
Closed -$97M – 531
2021
Q4 		$97M Buy
1,285,157
+1,041,809
+428% +$81.6M 2.92% 8
2021
Q3 		$21.1M Buy
+243,348
New +$20.9M 1.13% 19
2021
Q1 		– Sell
-71,594
Closed -$5.42M – 170
2020
Q4 		$5.42M Sell
71,594
-111,200
-61% -$7.44M 0.24% 56
2020
Q3 		$10.3M Sell
182,794
-152,316
-45% -$8.89M 0.53% 39
2020
Q2 		$20.8M Buy
335,110
+44,700
+15% +$2.85M 1.15% 17
2020
Q1 		$17.6M Sell
290,410
-160,364
-36% -$13.6M 1.38% 14
2019
Q4 		$42.6M Sell
450,774
-200,000
-31% -$18.4M 2.17% 14
2019
Q3 		$59.6M Buy
650,774
+90,800
+16% +$8.37M 3.24% 8
2019
Q2 		$54.2M Buy
559,974
+183,581
+49% +$17.8M 2.56% 10
2019
Q1 		$32.4M Hold
376,393
– – 1.47% 20
2018
Q4 		$32.4M Sell
376,393
-15,298
-4% -$1.36M 1.47% 20
2018
Q3 		$38.8M Buy
+391,691
New +$37.7M 2.21% 11
2018
Q2 		– Sell
-372,849
Closed -$34.1M – 776
2018
Q1 		$34.1M Buy
372,849
+13,500
+4% +$1.27M 0.22% 11
2017
Q4 		$33.7M Sell
359,349
-13,995
-4% -$1.28M 2.01% 7
2017
Q3 		$35.7M Buy
373,344
+48,300
+15% +$4.81M 2.43% 8
2017
Q2 		$32M Buy
325,044
+24,847
+8% +$2.31M 3.75% 6
2017
Q1 		$26.6M Sell
300,197
-2,621
-0.9% -$213K 3.15% 7
2016
Q4 		$23.1M Buy
302,818
+29,439
+11% +$2.52M 2.79% 9
2016
Q3 		$25.2M Buy
273,379
+34,708
+15% +$3.2M 2.84% 9
2016
Q2 		$22.1M Buy
+238,671
New +$21.8M 3.66% 8

Other funds holding FMX

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Itau Unibanco Holding S.A.'s FMX Position: Q1 2026 in Review

Itau Unibanco Holding S.A. increased its Fomento Económico Mexicano (FMX) stake by 239% in Q1 2026, buying an estimated $105M and bringing the position to 1,386,705 shares worth $153M. The position accounts for 3.56% of the portfolio, ranked #7.

Itau Unibanco Holding S.A. first reported a position in FMX in Q2 2016 and has held it in 35 quarters since. The position peaked at $250M in Q4 2023. 307 funds tracked by Wall St. Rank hold FMX as of Q1 2026.

  • Itau Unibanco Holding S.A. held 1,386,705 shares of Fomento Económico Mexicano worth $153M as of Q1 2026.
  • Itau Unibanco Holding S.A. bought 977,148 Fomento Económico Mexicano shares in Q1 2026, an estimated $105M.
  • Fomento Económico Mexicano made up 3.56% of Itau Unibanco Holding S.A.'s portfolio in Q1 2026, its #7 holding.
  • Itau Unibanco Holding S.A. first reported a position in Fomento Económico Mexicano in Q2 2016 and has held it in 35 quarters since.
  • Itau Unibanco Holding S.A.'s Fomento Económico Mexicano position peaked at $250M in Q4 2023.
  • 307 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2026.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q1 2026, filed 14 May 2026.