LPL Financial
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LPL Financial’s Fomento Económico Mexicano FMX Stock Holding History

LPL Financial’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 		$7.97M Buy
62,296
+28,628
+85% +$3.45M ﹤0.01% 2359
2026
Q1 		$3.74M Sell
33,668
-3,197
-9% -$344K ﹤0.01% 2900
2025
Q4 		$3.73M Buy
36,865
+5,501
+18% +$534K ﹤0.01% 2813
2025
Q3 		$3.09M Buy
31,364
+10,521
+50% +$978K ﹤0.01% 2918
2025
Q2 		$2.15M Buy
20,843
+3,244
+18% +$335K ﹤0.01% 3055
2025
Q1 		$1.72M Buy
17,599
+3,208
+22% +$290K ﹤0.01% 3097
2024
Q4 		$1.23M Buy
14,391
+6,960
+94% +$646K ﹤0.01% 3315
2024
Q3 		$734K Buy
7,431
+1,729
+30% +$186K ﹤0.01% 3684
2024
Q2 		$614K Sell
5,702
-1,310
-19% -$153K ﹤0.01% 3682
2024
Q1 		$913K Buy
7,012
+2,000
+40% +$261K ﹤0.01% 3270
2023
Q4 		$653K Buy
5,012
+204
+4% +$24.3K ﹤0.01% 3433
2023
Q3 		$525K Buy
+4,808
New +$534K ﹤0.01% 3453
2020
Q1 		– Sell
-2,636
Closed -$249K – 3297
2019
Q4 		$249K Sell
2,636
-30
-1% -$2.76K ﹤0.01% 2925
2019
Q3 		$244K Sell
2,666
-183
-6% -$16.9K ﹤0.01% 2850
2019
Q2 		$276K Sell
2,849
-427
-13% -$41.3K ﹤0.01% 2768
2019
Q1 		$302K Sell
3,276
-338
-9% -$30.8K ﹤0.01% 2629
2018
Q4 		$311K Sell
3,614
-338
-9% -$30K ﹤0.01% 2429
2018
Q3 		$391K Buy
3,952
+946
+31% +$91.1K ﹤0.01% 2439
2018
Q2 		$264K Buy
+3,006
New +$265K ﹤0.01% 2765
2016
Q2 		– Sell
-4,145
Closed -$389K – 2745
2016
Q1 		$389K Hold
4,145
– – ﹤0.01% 2335
2015
Q4 		$377K Buy
+4,145
New +$398K ﹤0.01% 2371
2015
Q2 		– Sell
-2,108
Closed -$200K – 2895
2015
Q1 		$200K Sell
2,108
-500
-19% -$44.6K ﹤0.01% 2558
2014
Q4 		$230K Sell
2,608
-298
-10% -$27.3K ﹤0.01% 2387
2014
Q3 		$263K Sell
2,906
-1,022
-26% -$97.5K ﹤0.01% 2277
2014
Q2 		$368K Sell
3,928
-231
-6% -$21.9K ﹤0.01% 2039
2014
Q1 		$388K Buy
+4,159
New +$372K ﹤0.01% 1955

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

LPL Financial's FMX Position: Q2 2026 in Review

LPL Financial increased its Fomento Económico Mexicano (FMX) stake by 85% in Q2 2026, buying an estimated $3.45M and bringing the position to 62,296 shares worth $7.97M. The position accounts for ﹤0.01% of the portfolio, ranked #2359.

LPL Financial first reported a position in FMX in Q1 2014 and has held it in 26 quarters since. 344 funds tracked by Wall St. Rank hold FMX as of Q2 2026.

  • LPL Financial held 62,296 shares of Fomento Económico Mexicano worth $7.97M as of Q2 2026.
  • LPL Financial bought 28,628 Fomento Económico Mexicano shares in Q2 2026, an estimated $3.45M.
  • Fomento Económico Mexicano made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2359 holding.
  • LPL Financial first reported a position in Fomento Económico Mexicano in Q1 2014 and has held it in 26 quarters since.
  • 344 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.