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Morningstar Investment Management’s America Movil AMX Stock Holding History

Morningstar Investment Management’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
2025
Q4 		– Sell
-68,630
Closed -$1.44M – 333
2025
Q3 		$1.44M Buy
+68,630
New +$1.31M 0.05% 302

Other funds holding AMX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Morningstar Investment Management's AMX Position: Q4 2025 in Review

Morningstar Investment Management sold out of America Movil (AMX) in Q4 2025, closing a stake of 68,630 shares — an estimated $1.44M sold.

Morningstar Investment Management first reported a position in AMX in Q3 2025 and held it in 1 quarter. The position peaked at $1.44M in Q3 2025. 305 funds tracked by Wall St. Rank hold AMX as of Q4 2025.

  • Morningstar Investment Management reported no remaining America Movil position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 68,630 America Movil shares in Q4 2025, an estimated $1.44M.
  • Morningstar Investment Management first reported a position in America Movil in Q3 2025 and held it in 1 quarter.
  • Morningstar Investment Management's America Movil position peaked at $1.44M in Q3 2025.
  • 305 funds tracked by Wall St. Rank held America Movil as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.