SWM
FMX icon

SHP Wealth Management’s Fomento Económico Mexicano FMX Stock Holding History

SHP Wealth Management’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 		$1.02K Hold
8
– – ﹤0.01% 1580
2026
Q1 		$888 Buy
+8
New +$861 ﹤0.01% 1482

Other funds holding FMX

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SHP Wealth Management's FMX Position: Q2 2026 in Review

SHP Wealth Management held its Fomento Económico Mexicano (FMX) position steady in Q2 2026 at 8 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1580.

SHP Wealth Management first reported a position in FMX in Q1 2026 and has held it in 2 quarters since. 344 funds tracked by Wall St. Rank hold FMX as of Q2 2026.

  • SHP Wealth Management held 8 shares of Fomento Económico Mexicano worth $1.02K as of Q2 2026.
  • SHP Wealth Management left its Fomento Económico Mexicano share count unchanged in Q2 2026.
  • Fomento Económico Mexicano made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1580 holding.
  • SHP Wealth Management first reported a position in Fomento Económico Mexicano in Q1 2026 and has held it in 2 quarters since.
  • 344 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.