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NewEdge Wealth’s America Movil AMX Stock Holding History

NewEdge Wealth’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 		$369K Sell
14,195
-171
-1% -$4.5K ﹤0.01% 963
2026
Q1 		$366K Buy
14,366
+1,430
+11% +$32.6K ﹤0.01% 910
2025
Q4 		$267K Buy
12,936
+2,007
+18% +$44.2K ﹤0.01% 1063
2025
Q3 		$251K Buy
+10,929
New +$208K ﹤0.01% 924
2024
Q4 		– Sell
-16,395
Closed -$268K – 918
2024
Q3 		$268K Buy
16,395
+240
+1% +$4.06K ﹤0.01% 752
2024
Q2 		$275K Sell
16,155
-727
-4% -$13.4K 0.01% 658
2024
Q1 		$319K Sell
16,882
-18
-0.1% -$331 0.01% 647
2023
Q4 		$313K Buy
16,900
+944
+6% +$16.6K 0.01% 612
2023
Q3 		$276K Sell
15,956
-11
-0.1% -$215 0.01% 560
2023
Q2 		$346K Buy
15,967
+161
+1% +$3.5K 0.01% 521
2023
Q1 		$333K Sell
15,806
-704
-4% -$14.4K 0.01% 485
2022
Q4 		$300K Buy
16,510
+438
+3% +$8.09K 0.01% 450
2022
Q3 		$265K Buy
16,072
+602
+4% +$11K 0.01% 446
2022
Q2 		$316K Buy
+15,470
New +$318K 0.01% 456

Other funds holding AMX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Capital World Investors
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
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 $113B AUM 38.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NewEdge Wealth's AMX Position: Q2 2026 in Review

NewEdge Wealth reduced its America Movil (AMX) stake by 1.2% in Q2 2026, selling an estimated $4.5K and leaving 14,195 shares worth $369K. The position accounts for ﹤0.01% of the portfolio, ranked #963.

NewEdge Wealth first reported a position in AMX in Q2 2022 and has held it in 14 quarters since. 356 funds tracked by Wall St. Rank hold AMX as of Q2 2026.

  • NewEdge Wealth held 14,195 shares of America Movil worth $369K as of Q2 2026.
  • NewEdge Wealth sold 171 America Movil shares in Q2 2026, an estimated $4.5K.
  • America Movil made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #963 holding.
  • NewEdge Wealth first reported a position in America Movil in Q2 2022 and has held it in 14 quarters since.
  • 356 funds tracked by Wall St. Rank held America Movil as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.