LRI Investments’s Fomento Económico Mexicano FMX Stock Holding History

LRI Investments’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	$4.22K	Sell	33 -115	-78%	-$13.9K	﹤0.01%	1173
2026 Q1	$16.4K	Hold	148	–	–	﹤0.01%	746
2025 Q4	$15K	Buy	148 +29	+24%	+$2.82K	﹤0.01%	771
2025 Q3	$11.7K	Hold	119	–	–	﹤0.01%	836
2025 Q2	$12.3K	Hold	119	–	–	﹤0.01%	804
2025 Q1	$11.6K	Hold	119	–	–	﹤0.01%	763
2024 Q4	$10.2K	Hold	119	–	–	﹤0.01%	784
2024 Q3	$10.8K	Hold	119	–	–	﹤0.01%	769
2024 Q2	$12.8K	Buy	+119	New	+$13.9K	﹤0.01%	703

Other funds holding FMX

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

MFS

Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return

LRI Investments's FMX Position: Q2 2026 in Review

LRI Investments reduced its Fomento Económico Mexicano (FMX) stake by 78% in Q2 2026, selling an estimated $13.9K and leaving 33 shares worth $4.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1173.

LRI Investments first reported a position in FMX in Q2 2024 and has held it in 9 quarters since. The position peaked at $16.4K in Q1 2026. 103 funds tracked by Wall St. Rank hold FMX as of Q2 2026.

LRI Investments held 33 shares of Fomento Económico Mexicano worth $4.22K as of Q2 2026.
LRI Investments sold 115 Fomento Económico Mexicano shares in Q2 2026, an estimated $13.9K.
Fomento Económico Mexicano made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1173 holding.
LRI Investments first reported a position in Fomento Económico Mexicano in Q2 2024 and has held it in 9 quarters since.
LRI Investments's Fomento Económico Mexicano position peaked at $16.4K in Q1 2026.
103 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.