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Moneta Group Investment Advisors’s America Movil AMX Stock Holding History

Moneta Group Investment Advisors’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
Q1 		$283K Buy
11,114
+19
+0.2% +$433 ﹤0.01% 644
2025
Q4 		$229K Sell
11,095
-57
-0.5% -$1.25K ﹤0.01% 724
2025
Q3 		$234K Sell
11,152
-711
-6% -$13.5K ﹤0.01% 704
2025
Q2 		$213K Buy
11,863
+768
+7% +$12.8K ﹤0.01% 658
2025
Q1 		$158K Hold
11,095
– – ﹤0.01% 641
2024
Q4 		$159K Sell
11,095
-1,129
-9% -$17.5K ﹤0.01% 642
2024
Q3 		$200K Buy
12,224
+1,116
+10% +$18.9K ﹤0.01% 620
2024
Q2 		$189K Sell
11,108
-86
-0.8% -$1.58K ﹤0.01% 581
2024
Q1 		$209K Buy
11,194
+986
+10% +$18.2K ﹤0.01% 567
2023
Q4 		$189K Sell
10,208
-147
-1% -$2.58K ﹤0.01% 535
2023
Q3 		$179K Sell
10,355
-366
-3% -$7.16K ﹤0.01% 496
2023
Q2 		$232K Buy
10,721
+516
+5% +$11.2K 0.01% 475
2023
Q1 		$215K Buy
10,205
+1,308
+15% +$26.8K 0.01% 484
2022
Q4 		$186K Sell
8,897
-4,521
-34% -$83.5K 0.01% 437
2022
Q3 		$221K Buy
13,418
+1,230
+10% +$22.5K 0.01% 396
2022
Q2 		$249K Sell
12,188
-1,193
-9% -$24.5K 0.01% 411
2022
Q1 		$283K Buy
13,381
+259
+2% +$5K 0.01% 367
2021
Q4 		$277K Sell
13,122
-8
-0.1% -$147 0.01% 392
2021
Q3 		$232K Buy
+13,130
New +$226K 0.01% 404
2018
Q1 		– Sell
-1,200
Closed -$21K – 603
2017
Q4 		$21K Buy
+1,200
New +$20.9K ﹤0.01% 314

Other funds holding AMX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moneta Group Investment Advisors's AMX Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its America Movil (AMX) stake by 0.17% in Q1 2026, buying an estimated $433 and bringing the position to 11,114 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Moneta Group Investment Advisors first reported a position in AMX in Q4 2017 and has held it in 20 quarters since. 337 funds tracked by Wall St. Rank hold AMX as of Q1 2026.

  • Moneta Group Investment Advisors held 11,114 shares of America Movil worth $283K as of Q1 2026.
  • Moneta Group Investment Advisors bought 19 America Movil shares in Q1 2026, an estimated $433.
  • America Movil made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #644 holding.
  • Moneta Group Investment Advisors first reported a position in America Movil in Q4 2017 and has held it in 20 quarters since.
  • 337 funds tracked by Wall St. Rank held America Movil as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.