Oppenheimer & Co
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Oppenheimer & Co’s Fomento Económico Mexicano FMX Stock Holding History

Oppenheimer & Co’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
2026
Q3 		$808K Sell
6,814
-844
-11% -$104K 0.01% 1006
2026
Q2 		$979K Buy
7,658
+4,759
+164% +$574K 0.01% 943
2026
Q1 		$322K Buy
+2,899
New +$312K ﹤0.01% 1360
2024
Q2 		– Sell
-3,957
Closed -$515K – 1462
2024
Q1 		$515K Sell
3,957
-4,869
-55% -$636K 0.01% 974
2023
Q4 		$1.15M Buy
8,826
+3,367
+62% +$401K 0.02% 662
2023
Q3 		$596K Buy
+5,459
New +$606K 0.01% 870
2022
Q3 		– Sell
-8,300
Closed -$560K – 1398
2022
Q2 		$560K Hold
8,300
– – 0.01% 878
2022
Q1 		$688K Hold
8,300
– – 0.01% 887
2021
Q4 		$645K Hold
8,300
– – 0.01% 941
2021
Q3 		$720K Hold
8,300
– – 0.01% 866
2021
Q2 		$701K Sell
8,300
-15
-0.2% -$1.23K 0.01% 888
2021
Q1 		$626K Hold
8,315
– – 0.01% 875
2020
Q4 		$630K Sell
8,315
-2
-0% -$134 0.01% 806
2020
Q3 		$467K Buy
+8,317
New +$485K 0.01% 833
2019
Q2 		– Sell
-2,739
Closed -$253K – 1329
2019
Q1 		$253K Buy
+2,739
New +$250K 0.01% 1111
2018
Q4 		– Sell
-2,495
Closed -$247K – 1287
2018
Q3 		$247K Buy
+2,495
New +$240K 0.01% 1140
2017
Q4 		– Sell
-3,300
Closed -$315K – 1324
2017
Q3 		$315K Sell
3,300
-10,000
-75% -$996K 0.01% 1017
2017
Q2 		$1.31M Buy
13,300
+1,200
+10% +$112K 0.04% 506
2017
Q1 		$1.07M Sell
12,100
-2,300
-16% -$187K 0.03% 560
2016
Q4 		$1.1M Hold
14,400
– – 0.03% 529
2016
Q3 		$1.32M Buy
+14,400
New +$1.33M 0.04% 498
2013
Q3 		– Sell
-2,010
Closed -$207K – 1329
2013
Q2 		$207K Buy
+2,010
New +$224K 0.01% 1092

Other funds holding FMX

First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Oppenheimer & Co's FMX Position: Q3 2026 in Review

Oppenheimer & Co reduced its Fomento Económico Mexicano (FMX) stake by 11% in Q3 2026, selling an estimated $104K and leaving 6,814 shares worth $808K. The position accounts for 0.01% of the portfolio, ranked #1006.

Oppenheimer & Co first reported a position in FMX in Q2 2013 and has held it in 22 quarters since. The position peaked at $1.32M in Q3 2016. 283 funds tracked by Wall St. Rank hold FMX as of Q3 2026.

  • Oppenheimer & Co held 6,814 shares of Fomento Económico Mexicano worth $808K as of Q3 2026.
  • Oppenheimer & Co sold 844 Fomento Económico Mexicano shares in Q3 2026, an estimated $104K.
  • Fomento Económico Mexicano made up 0.01% of Oppenheimer & Co's portfolio in Q3 2026, its #1006 holding.
  • Oppenheimer & Co first reported a position in Fomento Económico Mexicano in Q2 2013 and has held it in 22 quarters since.
  • Oppenheimer & Co's Fomento Económico Mexicano position peaked at $1.32M in Q3 2016.
  • 283 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q3 2026.

Based on Oppenheimer & Co's 13F filing for Q3 2026, filed 26 Oct 2026.