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JFS Wealth Advisors’s Fomento Económico Mexicano FMX Stock Holding History

JFS Wealth Advisors’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
Q2 		$2.69K Sell
21
-2
-9% -$241 ﹤0.01% 1510
2026
Q1 		$2.56K Sell
23
-31
-57% -$3.34K ﹤0.01% 1438
2025
Q4 		$5.46K Hold
54
– – ﹤0.01% 1204
2025
Q3 		$5.33K Hold
54
– – ﹤0.01% 1099
2025
Q2 		$5.56K Hold
54
– – ﹤0.01% 1047
2025
Q1 		$5.27K Hold
54
– – ﹤0.01% 1104
2024
Q4 		$4.62K Hold
54
– – ﹤0.01% 1156
2024
Q3 		$5.33K Hold
54
– – ﹤0.01% 1095
2024
Q2 		$5.81K Sell
54
-11
-17% -$1.29K ﹤0.01% 1004
2024
Q1 		$8.47K Sell
65
-54
-45% -$7.05K ﹤0.01% 876
2023
Q4 		$15.5K Buy
119
+67
+129% +$7.97K ﹤0.01% 648
2023
Q3 		$5.68K Hold
52
– – ﹤0.01% 945
2023
Q2 		$5.76K Hold
52
– – ﹤0.01% 933
2023
Q1 		$4.95K Hold
52
– – ﹤0.01% 991
2022
Q4 		$4.06K Sell
52
-12
-19% -$883 ﹤0.01% 1076
2022
Q3 		$4K Sell
64
-15
-19% -$945 ﹤0.01% 1056
2022
Q2 		$5K Sell
79
-2
-2% -$148 ﹤0.01% 982
2022
Q1 		$7K Sell
81
-101
-55% -$7.96K ﹤0.01% 916
2021
Q4 		$14K Sell
182
-163
-47% -$12.8K ﹤0.01% 632
2021
Q3 		$30K Sell
345
-71
-17% -$6.11K ﹤0.01% 482
2021
Q2 		$35K Sell
416
-24
-5% -$1.97K 0.01% 311
2021
Q1 		$33K Buy
440
+260
+144% +$18.9K 0.01% 290
2020
Q4 		$14K Buy
180
+60
+50% +$4.01K ﹤0.01% 378
2020
Q3 		$7K Buy
+120
New +$7K ﹤0.01% 420

Other funds holding FMX

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

JFS Wealth Advisors reduced its Fomento Económico Mexicano (FMX) stake by 8.7% in Q2 2026, selling an estimated $241 and leaving 21 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1510.

JFS Wealth Advisors first reported a position in FMX in Q3 2020 and has held it in 24 quarters since. The position peaked at $35K in Q2 2021. 341 funds tracked by Wall St. Rank hold FMX as of Q2 2026.

  • JFS Wealth Advisors held 21 shares of Fomento Económico Mexicano worth $2.69K as of Q2 2026.
  • JFS Wealth Advisors sold 2 Fomento Económico Mexicano shares in Q2 2026, an estimated $241.
  • Fomento Económico Mexicano made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1510 holding.
  • JFS Wealth Advisors first reported a position in Fomento Económico Mexicano in Q3 2020 and has held it in 24 quarters since.
  • JFS Wealth Advisors's Fomento Económico Mexicano position peaked at $35K in Q2 2021.
  • 341 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2026.

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