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Perfromance Wealth Partners’s America Movil AMX Stock Holding History

Perfromance Wealth Partners’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
Q1 		$301K Hold
11,800
– – 0.01% 166
2025
Q4 		$244K Hold
11,800
– – 0.01% 182
2025
Q3 		$248K Hold
11,800
– – 0.01% 180
2025
Q2 		$212K Hold
11,800
– – 0.01% 179
2025
Q1 		$168K Hold
11,800
– – 0.01% 169
2024
Q4 		$169K Sell
11,800
-2,000
-14% -$30.9K 0.01% 178
2024
Q3 		$226K Buy
+13,800
New +$234K 0.01% 175

Other funds holding AMX

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Perfromance Wealth Partners's AMX Position: Q1 2026 in Review

Perfromance Wealth Partners held its America Movil (AMX) position steady in Q1 2026 at 11,800 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #166.

Perfromance Wealth Partners first reported a position in AMX in Q3 2024 and has held it in 7 quarters since. 336 funds tracked by Wall St. Rank hold AMX as of Q1 2026.

  • Perfromance Wealth Partners held 11,800 shares of America Movil worth $301K as of Q1 2026.
  • Perfromance Wealth Partners left its America Movil share count unchanged in Q1 2026.
  • America Movil made up 0.01% of Perfromance Wealth Partners's portfolio in Q1 2026, its #166 holding.
  • Perfromance Wealth Partners first reported a position in America Movil in Q3 2024 and has held it in 7 quarters since.
  • 336 funds tracked by Wall St. Rank held America Movil as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.