LC
FMX icon

Lindbrook Capital’s Fomento Económico Mexicano FMX Stock Holding History

Lindbrook Capital’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
2025
Q1 		$30.6K Buy
314
+31
+11% +$2.81K ﹤0.01% 1178
2024
Q4 		$24.2K Sell
283
-22
-7% -$2.04K ﹤0.01% 1175
2024
Q3 		$30.1K Sell
305
-19
-6% -$2.05K ﹤0.01% 1069
2024
Q2 		$34.9K Sell
324
-15
-4% -$1.75K ﹤0.01% 956
2024
Q1 		$44.2K Buy
339
+9
+3% +$1.18K ﹤0.01% 822
2023
Q4 		$43K Buy
330
+14
+4% +$1.67K ﹤0.01% 810
2023
Q3 		$34.5K Buy
316
+11
+4% +$1.22K ﹤0.01% 818
2023
Q2 		$33.8K Buy
305
+32
+12% +$3.22K ﹤0.01% 847
2023
Q1 		$26K Buy
273
+20
+8% +$1.75K ﹤0.01% 948
2022
Q4 		$19.8K Buy
253
+14
+6% +$1.03K ﹤0.01% 1067
2022
Q3 		$15K Buy
239
+83
+53% +$5.23K ﹤0.01% 1128
2022
Q2 		$11K Sell
156
-20
-11% -$1.48K ﹤0.01% 1212
2022
Q1 		$15K Buy
176
+3
+2% +$236 ﹤0.01% 1122
2021
Q4 		$13K Sell
173
-67
-28% -$5.25K ﹤0.01% 1162
2021
Q3 		$21K Buy
240
+22
+10% +$1.89K 0.01% 725
2021
Q2 		$18K Hold
218
– – ﹤0.01% 816
2021
Q1 		$16K Buy
218
+93
+74% +$6.77K ﹤0.01% 833
2020
Q4 		$9K Buy
125
+68
+119% +$4.55K ﹤0.01% 943
2020
Q3 		$3K Sell
57
-174
-75% -$10.2K ﹤0.01% 1265
2020
Q2 		$14K Sell
231
-241
-51% -$15.3K ﹤0.01% 725
2020
Q1 		$29K Buy
472
+421
+825% +$35.6K 0.01% 439
2019
Q4 		$5K Hold
51
– – ﹤0.01% 1102
2019
Q3 		$5K Sell
51
-84
-62% -$7.75K ﹤0.01% 1067
2019
Q2 		$13K Hold
135
– – 0.01% 815
2019
Q1 		$12K Hold
135
– – ﹤0.01% 840
2018
Q4 		$11K Buy
+135
New +$12K 0.01% 804

Other funds holding FMX

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Lindbrook Capital's FMX Position: Q1 2025 in Review

Lindbrook Capital increased its Fomento Económico Mexicano (FMX) stake by 11% in Q1 2025, buying an estimated $2.81K and bringing the position to 314 shares worth $30.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1178.

Lindbrook Capital first reported a position in FMX in Q4 2018 and has held it in 26 quarters since. The position peaked at $44.2K in Q1 2024. 275 funds tracked by Wall St. Rank hold FMX as of Q1 2025.

  • Lindbrook Capital held 314 shares of Fomento Económico Mexicano worth $30.6K as of Q1 2025.
  • Lindbrook Capital bought 31 Fomento Económico Mexicano shares in Q1 2025, an estimated $2.81K.
  • Fomento Económico Mexicano made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1178 holding.
  • Lindbrook Capital first reported a position in Fomento Económico Mexicano in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Fomento Económico Mexicano position peaked at $44.2K in Q1 2024.
  • 275 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.