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Pinnacle Wealth Planning Services’s America Movil AMX Stock Holding History

Pinnacle Wealth Planning Services’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 		$9.84K Hold
386
– – ﹤0.01% 2005
2025
Q4 		$7.98K Buy
+386
New +$8.49K ﹤0.01% 2099
2021
Q1 		– Sell
-225
Closed -$3K – 422
2020
Q4 		$3K Buy
+225
New +$3.05K ﹤0.01% 1789

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

Pinnacle Wealth Planning Services's AMX Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its America Movil (AMX) position steady in Q1 2026 at 386 shares worth $9.84K. The position accounts for ﹤0.01% of the portfolio, ranked #2005.

Pinnacle Wealth Planning Services first reported a position in AMX in Q4 2020 and has held it in 3 quarters since. 336 funds tracked by Wall St. Rank hold AMX as of Q1 2026.

  • Pinnacle Wealth Planning Services held 386 shares of America Movil worth $9.84K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its America Movil share count unchanged in Q1 2026.
  • America Movil made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2005 holding.
  • Pinnacle Wealth Planning Services first reported a position in America Movil in Q4 2020 and has held it in 3 quarters since.
  • 336 funds tracked by Wall St. Rank held America Movil as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.