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Planning Strategies’s America Movil AMX Stock Holding History

Planning Strategies’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
Q2 		$10.1K Buy
+390
New +$10.3K 0.01% 322

Other funds holding AMX

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Planning Strategies's AMX Position: Q2 2026 in Review

Planning Strategies opened a new position in America Movil (AMX) in Q2 2026: 390 shares worth $10.1K. The stake represents 0.01% of the portfolio and ranks #322 among its holdings.

344 funds tracked by Wall St. Rank hold AMX as of Q2 2026.

  • Planning Strategies held 390 shares of America Movil worth $10.1K as of Q2 2026.
  • America Movil was a new Planning Strategies position in Q2 2026.
  • America Movil made up 0.01% of Planning Strategies's portfolio in Q2 2026, its #322 holding.
  • 344 funds tracked by Wall St. Rank held America Movil as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.