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SimplyRich’s Fomento Económico Mexicano FMX Stock Holding History

SimplyRich’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 		$1.04M Buy
9,398
+3,991
+74% +$481K 0.24% 94
2026
Q1 		$600K Sell
5,407
-60
-1% -$6.46K 0.15% 133
2025
Q4 		$552K Buy
5,467
+153
+3% +$14.9K 0.14% 126
2025
Q3 		$524K Sell
5,314
-10
-0.2% -$929 0.14% 132
2025
Q2 		$548K Hold
5,324
– – 0.15% 131
2025
Q1 		$519K Buy
5,324
+57
+1% +$5.16K 0.15% 134
2024
Q4 		$450K Buy
5,267
+922
+21% +$85.6K 0.13% 142
2024
Q3 		$428K Buy
4,345
+2,257
+108% +$243K 0.12% 143
2024
Q2 		$224K Hold
2,088
– – 0.07% 168
2024
Q1 		$273K Hold
2,088
– – 0.09% 158
2023
Q4 		$272K Hold
2,088
– – 0.09% 147
2023
Q3 		$227K Hold
2,088
– – 0.11% 136
2023
Q2 		$231K Buy
+2,088
New +$210K 0.08% 168
2018
Q2 		– Sell
-6,385
Closed -$584K – 163
2018
Q1 		$584K Sell
6,385
-266
-4% -$24.9K 0.33% 105
2017
Q4 		$625K Buy
+6,651
New +$607K 0.35% 97

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

SimplyRich's FMX Position: Q2 2026 in Review

SimplyRich increased its Fomento Económico Mexicano (FMX) stake by 74% in Q2 2026, buying an estimated $481K and bringing the position to 9,398 shares worth $1.04M. The position accounts for 0.24% of the portfolio, ranked #94.

SimplyRich first reported a position in FMX in Q4 2017 and has held it in 15 quarters since. 344 funds tracked by Wall St. Rank hold FMX as of Q2 2026.

  • SimplyRich held 9,398 shares of Fomento Económico Mexicano worth $1.04M as of Q2 2026.
  • SimplyRich bought 3,991 Fomento Económico Mexicano shares in Q2 2026, an estimated $481K.
  • Fomento Económico Mexicano made up 0.24% of SimplyRich's portfolio in Q2 2026, its #94 holding.
  • SimplyRich first reported a position in Fomento Económico Mexicano in Q4 2017 and has held it in 15 quarters since.
  • 344 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2026.

Based on SimplyRich's 13F filing for Q2 2026, filed 3 Aug 2026.