Osaic Holdings
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Osaic Holdings’s America Movil AMX Stock Holding History

Osaic Holdings’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 		$1.57M Buy
60,305
+5,510
+10% +$145K ﹤0.01% 2550
2026
Q1 		$1.4M Buy
54,795
+18,223
+50% +$416K ﹤0.01% 2391
2025
Q4 		$756K Sell
36,572
-5,909
-14% -$130K ﹤0.01% 2963
2025
Q3 		$880K Buy
42,481
+250
+0.6% +$4.76K ﹤0.01% 2919
2025
Q2 		$737K Buy
42,231
+12,767
+43% +$212K ﹤0.01% 2773
2025
Q1 		$419K Buy
29,464
+1,618
+6% +$23.2K ﹤0.01% 3030
2024
Q4 		$399K Sell
27,846
-2,020
-7% -$31.2K ﹤0.01% 2993
2024
Q3 		$489K Sell
29,866
-4,286
-13% -$72.6K ﹤0.01% 2881
2024
Q2 		$581K Sell
34,152
-22,784
-40% -$420K ﹤0.01% 2642
2024
Q1 		$1.06M Sell
56,936
-18,884
-25% -$348K ﹤0.01% 2273
2023
Q4 		$1.4M Sell
75,820
-11,320
-13% -$199K ﹤0.01% 2172
2023
Q3 		$1.51M Buy
87,140
+12,932
+17% +$253K ﹤0.01% 2252
2023
Q2 		$1.61M Buy
74,208
+312
+0.4% +$6.77K ﹤0.01% 2069
2023
Q1 		$1.56M Buy
73,896
+23,659
+47% +$485K ﹤0.01% 2049
2022
Q4 		$913K Buy
50,237
+5,001
+11% +$92.4K ﹤0.01% 2452
2022
Q3 		$746K Sell
45,236
-29,896
-40% -$548K ﹤0.01% 2505
2022
Q2 		$1.53M Sell
75,132
-3,124
-4% -$64.2K ﹤0.01% 1869
2022
Q1 		$1.62M Sell
78,256
-3,457
-4% -$66.8K ﹤0.01% 2115
2021
Q4 		$1.72M Buy
81,713
+783
+1% +$14.4K ﹤0.01% 1900
2021
Q3 		$1.43M Sell
80,930
-2,209
-3% -$38.1K ﹤0.01% 2022
2021
Q2 		$1.25M Buy
83,139
+1,269
+2% +$18.9K ﹤0.01% 2139
2021
Q1 		$1.11M Buy
81,870
+4,840
+6% +$66.5K ﹤0.01% 2133
2020
Q4 		$1.12M Buy
77,030
+10,832
+16% +$147K ﹤0.01% 1927
2020
Q3 		$827K Buy
66,198
+12,643
+24% +$160K ﹤0.01% 1992
2020
Q2 		$677K Buy
53,555
+9,568
+22% +$120K ﹤0.01% 2078
2020
Q1 		$516K Buy
+43,987
New +$687K ﹤0.01% 2063

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

Osaic Holdings's AMX Position: Q2 2026 in Review

Osaic Holdings increased its America Movil (AMX) stake by 10% in Q2 2026, buying an estimated $145K and bringing the position to 60,305 shares worth $1.57M. The position accounts for ﹤0.01% of the portfolio, ranked #2550.

Osaic Holdings first reported a position in AMX in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.72M in Q4 2021. 355 funds tracked by Wall St. Rank hold AMX as of Q2 2026.

  • Osaic Holdings held 60,305 shares of America Movil worth $1.57M as of Q2 2026.
  • Osaic Holdings bought 5,510 America Movil shares in Q2 2026, an estimated $145K.
  • America Movil made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2550 holding.
  • Osaic Holdings first reported a position in America Movil in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's America Movil position peaked at $1.72M in Q4 2021.
  • 355 funds tracked by Wall St. Rank held America Movil as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.