MAI Capital Management’s Fomento Económico Mexicano FMX Stock Holding History

MAI Capital Management’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 Q1	$37.9K	Hold	341	–	–	﹤0.01%	2412
2025 Q4	$34.5K	Hold	341	–	–	﹤0.01%	2221
2025 Q3	$33.6K	Sell	341 -447	-57%	-$41.5K	﹤0.01%	2149
2025 Q2	$81.1K	Buy	788 +447	+131%	+$46.1K	﹤0.01%	1592
2025 Q1	$33.3K	Hold	341	–	–	﹤0.01%	1948
2024 Q4	$29.2K	Buy	+341	New	+$31.7K	﹤0.01%	2046
2024 Q3	–	Sell	-1,910	Closed	-$206K	–	1160
2024 Q2	$206K	Sell	1,910 -37	-2%	-$4.33K	﹤0.01%	1137
2024 Q1	$254K	Sell	1,947 -73	-4%	-$9.53K	﹤0.01%	1036
2023 Q4	$263K	Buy	+2,020	New	+$240K	﹤0.01%	915
2020 Q1	–	Sell	-5,926	Closed	-$560K	–	559
2019 Q4	$560K	Buy	+5,926	New	+$545K	0.02%	385

Other funds holding FMX

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.18B AUM 46.57% 1-Year Est. Return