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Morningstar Investment Management’s Fomento Económico Mexicano FMX Stock Holding History

Morningstar Investment 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
2025
Q4 		– Sell
-66,228
Closed -$6.53M – 372
2025
Q3 		$6.53M Buy
+66,228
New +$6.15M 0.24% 108

Other funds holding FMX

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 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
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Morningstar Investment Management sold out of Fomento Económico Mexicano (FMX) in Q4 2025, closing a stake of 66,228 shares — an estimated $6.53M sold.

Morningstar Investment Management first reported a position in FMX in Q3 2025 and held it in 1 quarter. The position peaked at $6.53M in Q3 2025. 295 funds tracked by Wall St. Rank hold FMX as of Q4 2025.

  • Morningstar Investment Management reported no remaining Fomento Económico Mexicano position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 66,228 Fomento Económico Mexicano shares in Q4 2025, an estimated $6.53M.
  • Morningstar Investment Management first reported a position in Fomento Económico Mexicano in Q3 2025 and held it in 1 quarter.
  • Morningstar Investment Management's Fomento Económico Mexicano position peaked at $6.53M in Q3 2025.
  • 295 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2025.

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