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Larry Mathis Financial Planning’s America Movil AMX Stock Holding History

Larry Mathis Financial Planning’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 		$312K Sell
11,989
-1,206
-9% -$31.7K 0.24% 105
2026
Q1 		$336K Sell
13,195
-55
-0.4% -$1.25K 0.3% 99
2025
Q4 		$274K Buy
+13,250
New +$291K 0.24% 118

Other funds holding AMX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Capital World Investors
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
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 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 $113B AUM 38.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Larry Mathis Financial Planning's AMX Position: Q2 2026 in Review

Larry Mathis Financial Planning reduced its America Movil (AMX) stake by 9.1% in Q2 2026, selling an estimated $31.7K and leaving 11,989 shares worth $312K. The position accounts for 0.24% of the portfolio, ranked #105.

Larry Mathis Financial Planning first reported a position in AMX in Q4 2025 and has held it in 3 quarters since. The position peaked at $336K in Q1 2026. 356 funds tracked by Wall St. Rank hold AMX as of Q2 2026.

  • Larry Mathis Financial Planning held 11,989 shares of America Movil worth $312K as of Q2 2026.
  • Larry Mathis Financial Planning sold 1,206 America Movil shares in Q2 2026, an estimated $31.7K.
  • America Movil made up 0.24% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #105 holding.
  • Larry Mathis Financial Planning first reported a position in America Movil in Q4 2025 and has held it in 3 quarters since.
  • Larry Mathis Financial Planning's America Movil position peaked at $336K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held America Movil as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.