Perpetual Ltd
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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
Q3 		$7.42M Sell
62,552
-59,779
-49% -$7.36M 0.11% 112
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 		$2.26M 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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Northcape Capital
Northcape Capital Sydney, Australia $671M AUM 6.49% 1-Year Est. Return
Ninety One North America
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return
Value Partners Investments
Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Klein Pavlis & Peasley Financial
Klein Pavlis & Peasley Financial Irvine, California $198M AUM 23.77% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Perpetual Ltd's FMX Position: Q3 2026 in Review

Perpetual Ltd reduced its Fomento Económico Mexicano (FMX) stake by 49% in Q3 2026, selling an estimated $7.36M and leaving 62,552 shares worth $7.42M. The position accounts for 0.11% of the portfolio, ranked #112.

Perpetual Ltd first reported a position in FMX in Q1 2014 and has held it in 27 quarters since. The position peaked at $95.4M in Q1 2025. 56 funds tracked by Wall St. Rank hold FMX as of Q3 2026.

  • Perpetual Ltd held 62,552 shares of Fomento Económico Mexicano worth $7.42M as of Q3 2026.
  • Perpetual Ltd sold 59,779 Fomento Económico Mexicano shares in Q3 2026, an estimated $7.36M.
  • Fomento Económico Mexicano made up 0.11% of Perpetual Ltd's portfolio in Q3 2026, its #112 holding.
  • Perpetual Ltd first reported a position in Fomento Económico Mexicano in Q1 2014 and has held it in 27 quarters since.
  • Perpetual Ltd's Fomento Económico Mexicano position peaked at $95.4M in Q1 2025.
  • 56 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q3 2026.

Based on Perpetual Ltd's 13F filing for Q3 2026, filed 13 Oct 2026.