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 Q2	$157K	Hold	1,226	–	–	0.01%	639
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 $60.8B AUM 26.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pinnacle Wealth Planning Services's FMX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Fomento Económico Mexicano (FMX) position steady in Q2 2026 at 1,226 shares worth $157K. The position accounts for 0.01% of the portfolio, ranked #639.

Pinnacle Wealth Planning Services first reported a position in FMX in Q4 2020 and has held it in 10 quarters since. The position peaked at $267K in Q4 2023. 344 funds tracked by Wall St. Rank hold FMX as of Q2 2026.

Pinnacle Wealth Planning Services held 1,226 shares of Fomento Económico Mexicano worth $157K as of Q2 2026.
Pinnacle Wealth Planning Services left its Fomento Económico Mexicano share count unchanged in Q2 2026.
Fomento Económico Mexicano made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #639 holding.
Pinnacle Wealth Planning Services first reported a position in Fomento Económico Mexicano in Q4 2020 and has held it in 10 quarters since.
Pinnacle Wealth Planning Services's Fomento Económico Mexicano position peaked at $267K in Q4 2023.
344 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.