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Marks Group Wealth Management’s Fomento Económico Mexicano FMX Stock Holding History

Marks Group Wealth 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 		$448K Sell
4,037
-15
-0.4% -$1.61K 0.04% 257
2025
Q4 		$410K Buy
4,052
+636
+19% +$61.8K 0.04% 255
2025
Q3 		$337K Sell
3,416
-4
-0.1% -$372 0.03% 251
2025
Q2 		$352K Sell
3,420
-229
-6% -$23.6K 0.03% 255
2025
Q1 		$356K Sell
3,649
-171
-4% -$15.5K 0.03% 263
2024
Q4 		$327K Sell
3,820
-2,946
-44% -$273K 0.03% 251
2024
Q3 		$668K Sell
6,766
-384
-5% -$41.4K 0.06% 200
2024
Q2 		$770K Sell
7,150
-517
-7% -$60.5K 0.08% 185
2024
Q1 		$999K Sell
7,667
-441
-5% -$57.6K 0.1% 170
2023
Q4 		$1.06M Sell
8,108
-1,612
-17% -$192K 0.12% 164
2023
Q3 		$1.06M Sell
9,720
-524
-5% -$58.2K 0.13% 156
2023
Q2 		$1.14M Sell
10,244
-128
-1% -$12.9K 0.14% 153
2023
Q1 		$987K Sell
10,372
-38
-0.4% -$3.33K 0.13% 163
2022
Q4 		$813K Sell
10,410
-446
-4% -$32.8K 0.11% 177
2022
Q3 		$682K Buy
10,856
+377
+4% +$23.8K 0.1% 181
2022
Q2 		$707K Buy
10,479
+4,973
+90% +$368K 0.1% 188
2022
Q1 		$456K Sell
5,506
-833
-13% -$65.7K 0.06% 241
2021
Q4 		$497K Buy
6,339
+1,563
+33% +$122K 0.06% 233
2021
Q3 		$412K Buy
4,776
+1,048
+28% +$90.1K 0.06% 218
2021
Q2 		$315K Buy
3,728
+142
+4% +$11.6K 0.04% 214
2021
Q1 		$270K Sell
3,586
-47
-1% -$3.42K 0.04% 217
2020
Q4 		$275K Buy
+3,633
New +$243K 0.04% 221

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 $570B AUM 27.57% 1-Year Est. Return
HL
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
N
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 $75B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Marks Group Wealth Management's FMX Position: Q1 2026 in Review

Marks Group Wealth Management reduced its Fomento Económico Mexicano (FMX) stake by 0.37% in Q1 2026, selling an estimated $1.61K and leaving 4,037 shares worth $448K. The position accounts for 0.04% of the portfolio, ranked #257.

Marks Group Wealth Management first reported a position in FMX in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.14M in Q2 2023. 307 funds tracked by Wall St. Rank hold FMX as of Q1 2026.

  • Marks Group Wealth Management held 4,037 shares of Fomento Económico Mexicano worth $448K as of Q1 2026.
  • Marks Group Wealth Management sold 15 Fomento Económico Mexicano shares in Q1 2026, an estimated $1.61K.
  • Fomento Económico Mexicano made up 0.04% of Marks Group Wealth Management's portfolio in Q1 2026, its #257 holding.
  • Marks Group Wealth Management first reported a position in Fomento Económico Mexicano in Q4 2020 and has held it in 22 quarters since.
  • Marks Group Wealth Management's Fomento Económico Mexicano position peaked at $1.14M in Q2 2023.
  • 307 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.