MFG
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Merit Financial Group’s America Movil AMX Stock Holding History

Merit Financial Group’s Portfolio AMX Stock Details AMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$244K Sell
9,403
-1,144
-11% -$30.1K ﹤0.01% 1962
2026
Q1 		$269K Buy
+10,547
New +$241K ﹤0.01% 1723
2025
Q4 		– Sell
-10,269
Closed -$216K – 1958
2025
Q3 		$216K Sell
10,269
-3
-0% -$57 ﹤0.01% 1630
2025
Q2 		$184K Sell
10,272
-45
-0.4% -$748 ﹤0.01% 1576
2025
Q1 		$147K Buy
+10,317
New +$148K ﹤0.01% 1336

Other funds holding AMX

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Merit Financial Group's AMX Position: Q2 2026 in Review

Merit Financial Group reduced its America Movil (AMX) stake by 11% in Q2 2026, selling an estimated $30.1K and leaving 9,403 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #1962.

Merit Financial Group first reported a position in AMX in Q1 2025 and has held it in 5 quarters since. The position peaked at $269K in Q1 2026. 55 funds tracked by Wall St. Rank hold AMX as of Q2 2026.

  • Merit Financial Group held 9,403 shares of America Movil worth $244K as of Q2 2026.
  • Merit Financial Group sold 1,144 America Movil shares in Q2 2026, an estimated $30.1K.
  • America Movil made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1962 holding.
  • Merit Financial Group first reported a position in America Movil in Q1 2025 and has held it in 5 quarters since.
  • Merit Financial Group's America Movil position peaked at $269K in Q1 2026.
  • 55 funds tracked by Wall St. Rank held America Movil as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.