JFS Wealth Advisors’s America Movil AMX Stock Holding History

JFS 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	$9.2K	Hold	354	–	–	﹤0.01%	1045
2026 Q1	$9.02K	Hold	354	–	–	﹤0.01%	991
2025 Q4	$7.32K	Hold	354	–	–	﹤0.01%	1096
2025 Q3	$7.43K	Hold	354	–	–	﹤0.01%	983
2025 Q2	$6.35K	Buy	354 +68	+24%	+$1.13K	﹤0.01%	1004
2025 Q1	$4.07K	Buy	286 +190	+198%	+$2.72K	﹤0.01%	1209
2024 Q4	$1.37K	Sell	96 -184	-66%	-$2.85K	﹤0.01%	1608
2024 Q3	$4.58K	Sell	280 -98	-26%	-$1.66K	﹤0.01%	1155
2024 Q2	$6.43K	Sell	378 -72	-16%	-$1.33K	﹤0.01%	957
2024 Q1	$8.4K	Sell	450 -158	-26%	-$2.91K	﹤0.01%	877
2023 Q4	$11.3K	Buy	608 +42	+7%	+$738	﹤0.01%	739
2023 Q3	$9.8K	Buy	566 +24	+4%	+$469	﹤0.01%	741
2023 Q2	$11.7K	Buy	542 +46	+9%	+$999	﹤0.01%	684
2023 Q1	$10.4K	Buy	496 +30	+6%	+$615	﹤0.01%	704
2022 Q4	$8.48K	Sell	466 -69	-13%	-$1.27K	﹤0.01%	769
2022 Q3	$9K	Sell	535 -235	-31%	-$4.3K	﹤0.01%	749
2022 Q2	$16K	Sell	770 -140	-15%	-$2.88K	﹤0.01%	626
2022 Q1	$19K	Buy	910 +177	+24%	+$3.42K	﹤0.01%	613
2021 Q4	$15K	Buy	733 +258	+54%	+$4.75K	﹤0.01%	615
2021 Q3	$8K	Sell	475 -504	-51%	-$8.69K	﹤0.01%	668
2021 Q2	$15K	Hold	979	–	–	﹤0.01%	401
2021 Q1	$13K	Hold	979	–	–	﹤0.01%	389
2020 Q4	$14K	Hold	979	–	–	﹤0.01%	375
2020 Q3	$12K	Hold	979	–	–	﹤0.01%	379
2020 Q2	$12K	Sell	979 -3,481	-78%	-$43.5K	﹤0.01%	365
2020 Q1	$53K	Hold	4,460	–	–	0.02%	215
2019 Q4	$71K	Buy	4,460 +993	+29%	+$15.5K	0.02%	218
2019 Q3	$52K	Buy	3,467 +347	+11%	+$4.98K	0.01%	232
2019 Q2	$45K	Buy	3,120 +1,559	+100%	+$23.1K	0.01%	251
2019 Q1	$22K	Buy	1,561 +979	+168%	+$14.8K	0.01%	285
2018 Q4	$8K	Buy	582 +19	+3%	+$273	﹤0.01%	359
2018 Q3	$9K	Hold	563	–	–	﹤0.01%	413
2018 Q2	$9K	Hold	563	–	–	﹤0.01%	367
2018 Q1	$11K	Hold	563	–	–	﹤0.01%	363
2017 Q4	$10K	Sell	563 -405	-42%	-$7.06K	﹤0.01%	376
2017 Q3	$17K	Sell	968 -1,075	-53%	-$19.3K	﹤0.01%	335
2017 Q2	$33K	Hold	2,043	–	–	0.01%	255
2017 Q1	$26K	Hold	2,043	–	–	0.01%	278
2016 Q4	$26K	Buy	2,043 +211	+12%	+$2.56K	0.01%	278
2016 Q3	$21K	Hold	1,832	–	–	0.01%	316
2016 Q2	$22K	Buy	1,832 +237	+15%	+$3.17K	0.01%	314
2016 Q1	$25K	Hold	1,595	–	–	0.01%	299
2015 Q4	$22K	Buy	1,595 +245	+18%	+$4K	0.01%	317
2015 Q3	$22K	Buy	1,350 +250	+23%	+$4.69K	0.01%	267
2015 Q2	$23K	Hold	1,100	–	–	0.01%	254
2015 Q1	$23K	Hold	1,100	–	–	0.01%	254
2014 Q4	$24K	Sell	1,100 -2,820	-72%	-$65.7K	﹤0.01%	268
2014 Q3	$99K	Sell	3,920 -1,520	-28%	-$36.6K	0.02%	129
2014 Q2	$113K	Buy	+5,440	New	+$109K	0.02%	118

Other funds holding AMX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

JFS Wealth Advisors held its America Movil (AMX) position steady in Q2 2026 at 354 shares worth $9.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1045.

JFS Wealth Advisors first reported a position in AMX in Q2 2014 and has held it in 49 quarters since. The position peaked at $113K in Q2 2014. 356 funds tracked by Wall St. Rank hold AMX as of Q2 2026.

JFS Wealth Advisors held 354 shares of America Movil worth $9.2K as of Q2 2026.
JFS Wealth Advisors left its America Movil share count unchanged in Q2 2026.
America Movil made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1045 holding.
JFS Wealth Advisors first reported a position in America Movil in Q2 2014 and has held it in 49 quarters since.
JFS Wealth Advisors's America Movil position peaked at $113K in Q2 2014.
356 funds tracked by Wall St. Rank held America Movil as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.