Pinnacle Wealth Planning Services’s Fomento Económico Mexicano FMX Stock Holding History

Pinnacle Wealth Planning Services’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 Q1	$136K	Sell	1,226 -20	-2%	-$2.15K	0.01%	635
2025 Q4	$126K	Buy	+1,246	New	+$121K	0.01%	665
2024 Q4	–	Sell	-2,044	Closed	-$202K	–	454
2024 Q3	$202K	Hold	2,044	–	–	0.03%	462
2024 Q2	$220K	Sell	2,044 -3	-0.1%	-$351	0.03%	386
2024 Q1	$267K	Sell	2,047 -5	-0.2%	-$653	0.04%	333
2023 Q4	$267K	Buy	2,052 +5	+0.2%	+$595	0.04%	304
2023 Q3	$223K	Hold	2,047	–	–	0.04%	334
2023 Q2	$227K	Buy	+2,047	New	+$206K	0.04%	338
2021 Q1	–	Sell	-21	Closed	-$2K	–	929
2020 Q4	$2K	Buy	+21	New	+$1.41K	﹤0.01%	1926

Other funds holding FMX

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its Fomento Económico Mexicano (FMX) stake by 1.6% in Q1 2026, selling an estimated $2.15K and leaving 1,226 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #635.

Pinnacle Wealth Planning Services first reported a position in FMX in Q4 2020 and has held it in 9 quarters since. The position peaked at $267K in Q4 2023. 307 funds tracked by Wall St. Rank hold FMX as of Q1 2026.

Pinnacle Wealth Planning Services held 1,226 shares of Fomento Económico Mexicano worth $136K as of Q1 2026.
Pinnacle Wealth Planning Services sold 20 Fomento Económico Mexicano shares in Q1 2026, an estimated $2.15K.
Fomento Económico Mexicano made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #635 holding.
Pinnacle Wealth Planning Services first reported a position in Fomento Económico Mexicano in Q4 2020 and has held it in 9 quarters since.
Pinnacle Wealth Planning Services's Fomento Económico Mexicano position peaked at $267K in Q4 2023.
307 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2026.

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