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Perpetual Ltd’s Fomento Económico Mexicano FMX Stock Holding History

Perpetual Ltd’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
Q2 		$15.6M Sell
122,331
-22,545
-16% -$2.72M 0.22% 99
2026
Q1 		$16.1M Buy
144,876
+59,809
+70% +$6.44M 0.25% 90
2025
Q4 		$8.6M Buy
85,067
+42,580
+100% +$4.14M 0.12% 123
2025
Q3 		$4.19M Sell
42,487
-874,377
-95% -$81.3M 0.05% 152
2025
Q2 		$94.4M Sell
916,864
-60,478
-6% -$6.24M 1.11% 24
2025
Q1 		$95.4M Buy
977,342
+52,673
+6% +$4.77M 1.15% 27
2024
Q4 		$79M Buy
924,669
+177,843
+24% +$16.5M 0.93% 34
2024
Q3 		$73.7M Buy
746,826
+64,291
+9% +$6.93M 0.8% 45
2024
Q2 		$73.5M Buy
682,535
+109,758
+19% +$12.8M 0.8% 41
2024
Q1 		$74.6M Buy
572,777
+66,717
+13% +$8.71M 0.73% 52
2023
Q4 		$66M Sell
506,060
-8,435
-2% -$1M 0.68% 47
2023
Q3 		$56.2M Buy
514,495
+513
+0.1% +$56.9K 0.58% 51
2023
Q2 		$57M Buy
513,982
+380,888
+286% +$38.3M 0.49% 58
2023
Q1 		$12.7M Buy
+133,094
New +$11.6M 0.11% 129
2017
Q3 		– Sell
-53,162
Closed -$5.23M – 202
2017
Q2 		$5.23M Buy
+53,162
New +$4.95M 0.41% 70
2016
Q4 		– Sell
-33,232
Closed -$3.06M – 158
2016
Q3 		$3.06M Buy
33,232
+7,532
+29% +$694K 0.25% 101
2016
Q2 		$2.38M Hold
25,700
– – 0.24% 99
2016
Q1 		$2.48M Hold
25,700
– – 0.25% 94
2015
Q4 		$2.37M Hold
25,700
– – 0.27% 89
2015
Q3 		$2.29M Buy
25,700
+1,200
+5% +$107K 0.27% 80
2015
Q2 		$2.18M Hold
24,500
– – 0.25% 89
2015
Q1 		$2.29M Hold
24,500
– – 0.26% 91
2014
Q4 		$2.16M Hold
24,500
– – 0.25% 119
2014
Q3 		$2.25M Buy
24,500
+2,500
+11% +$239K 0.24% 108
2014
Q2 		$2.06M Buy
22,000
+3,869
+21% +$367K 0.18% 104
2014
Q1 		$1.69M Buy
+18,131
New +$1.62M 0.25% 92

Other funds holding FMX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SI
Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Perpetual Ltd's FMX Position: Q2 2026 in Review

Perpetual Ltd reduced its Fomento Económico Mexicano (FMX) stake by 16% in Q2 2026, selling an estimated $2.72M and leaving 122,331 shares worth $15.6M. The position accounts for 0.22% of the portfolio, ranked #99.

Perpetual Ltd first reported a position in FMX in Q1 2014 and has held it in 26 quarters since. The position peaked at $95.4M in Q1 2025. 36 funds tracked by Wall St. Rank hold FMX as of Q2 2026.

  • Perpetual Ltd held 122,331 shares of Fomento Económico Mexicano worth $15.6M as of Q2 2026.
  • Perpetual Ltd sold 22,545 Fomento Económico Mexicano shares in Q2 2026, an estimated $2.72M.
  • Fomento Económico Mexicano made up 0.22% of Perpetual Ltd's portfolio in Q2 2026, its #99 holding.
  • Perpetual Ltd first reported a position in Fomento Económico Mexicano in Q1 2014 and has held it in 26 quarters since.
  • Perpetual Ltd's Fomento Económico Mexicano position peaked at $95.4M in Q1 2025.
  • 36 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2026.

Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.