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 Q3	$142K	Sell	1,194 -32	-3%	-$3.94K	0.01%	657
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	+$1.4K	﹤0.01%	1926

Other funds holding FMX

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Northcape Capital Sydney, Australia $671M AUM 6.49% 1-Year Est. Return

Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return

Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return

Pinnacle Wealth Planning Services's FMX Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Fomento Económico Mexicano (FMX) stake by 2.6% in Q3 2026, selling an estimated $3.94K and leaving 1,194 shares worth $142K. The position accounts for 0.01% of the portfolio, ranked #657.

Pinnacle Wealth Planning Services first reported a position in FMX in Q4 2020 and has held it in 11 quarters since. The position peaked at $267K in Q4 2023. 139 funds tracked by Wall St. Rank hold FMX as of Q3 2026.

Pinnacle Wealth Planning Services held 1,194 shares of Fomento Económico Mexicano worth $142K as of Q3 2026.
Pinnacle Wealth Planning Services sold 32 Fomento Económico Mexicano shares in Q3 2026, an estimated $3.94K.
Fomento Económico Mexicano made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #657 holding.
Pinnacle Wealth Planning Services first reported a position in Fomento Económico Mexicano in Q4 2020 and has held it in 11 quarters since.
Pinnacle Wealth Planning Services's Fomento Económico Mexicano position peaked at $267K in Q4 2023.
139 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.