Montag & Associates’s America Movil AMX Stock Holding History

Montag & Associates’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	$51K	Hold	1,962	–	–	﹤0.01%	593
2026 Q1	$50K	Hold	1,962	–	–	﹤0.01%	592
2025 Q4	$40.6K	Sell	1,962 -117	-6%	-$2.57K	﹤0.01%	623
2025 Q3	$43.7K	Hold	2,079	–	–	﹤0.01%	615
2025 Q2	$37.3K	Hold	2,079	–	–	﹤0.01%	621
2025 Q1	$29.6K	Buy	2,079 +105	+5%	+$1.5K	﹤0.01%	678
2024 Q4	$28.2K	Hold	1,974	–	–	﹤0.01%	683
2024 Q3	$32.3K	Buy	1,974 +72	+4%	+$1.22K	﹤0.01%	672
2024 Q2	$32.3K	Buy	1,902 +6	+0.3%	+$111	﹤0.01%	653
2024 Q1	$35.4K	Buy	1,896 +396	+26%	+$7.29K	﹤0.01%	634
2023 Q4	$27.8K	Hold	1,500	–	–	﹤0.01%	662
2023 Q3	$26K	Hold	1,500	–	–	﹤0.01%	639
2023 Q2	$32.5K	Hold	1,500	–	–	﹤0.01%	623
2023 Q1	$31.6K	Hold	1,500	–	–	﹤0.01%	619
2022 Q4	$27.3K	Hold	1,500	–	–	﹤0.01%	624
2022 Q3	$25K	Hold	1,500	–	–	﹤0.01%	634
2022 Q2	$31K	Hold	1,500	–	–	﹤0.01%	598
2022 Q1	$32K	Hold	1,500	–	–	﹤0.01%	617
2021 Q4	$32K	Hold	1,500	–	–	﹤0.01%	628
2021 Q3	$27K	Hold	1,500	–	–	﹤0.01%	638
2021 Q2	$23K	Hold	1,500	–	–	﹤0.01%	649
2021 Q1	$20K	Hold	1,500	–	–	﹤0.01%	661
2020 Q4	$22K	Buy	+1,500	New	+$20.4K	﹤0.01%	628

Other funds holding AMX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Montag & Associates's AMX Position: Q2 2026 in Review

Montag & Associates held its America Movil (AMX) position steady in Q2 2026 at 1,962 shares worth $51K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

Montag & Associates first reported a position in AMX in Q4 2020 and has held it in 23 quarters since. 355 funds tracked by Wall St. Rank hold AMX as of Q2 2026.

Montag & Associates held 1,962 shares of America Movil worth $51K as of Q2 2026.
Montag & Associates left its America Movil share count unchanged in Q2 2026.
America Movil made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #593 holding.
Montag & Associates first reported a position in America Movil in Q4 2020 and has held it in 23 quarters since.
355 funds tracked by Wall St. Rank held America Movil as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.