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 Q3	$640K	Sell	5,400 -3,998	-43%	-$492K	0.15%	118
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 New York $63.7B AUM 20.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 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

SimplyRich's FMX Position: Q3 2026 in Review

SimplyRich reduced its Fomento Económico Mexicano (FMX) stake by 43% in Q3 2026, selling an estimated $492K and leaving 5,400 shares worth $640K. The position accounts for 0.15% of the portfolio, ranked #118.

SimplyRich first reported a position in FMX in Q4 2017 and has held it in 16 quarters since. The position peaked at $1.04M in Q2 2026. 196 funds tracked by Wall St. Rank hold FMX as of Q3 2026.

SimplyRich held 5,400 shares of Fomento Económico Mexicano worth $640K as of Q3 2026.
SimplyRich sold 3,998 Fomento Económico Mexicano shares in Q3 2026, an estimated $492K.
Fomento Económico Mexicano made up 0.15% of SimplyRich's portfolio in Q3 2026, its #118 holding.
SimplyRich first reported a position in Fomento Económico Mexicano in Q4 2017 and has held it in 16 quarters since.
SimplyRich's Fomento Económico Mexicano position peaked at $1.04M in Q2 2026.
196 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q3 2026.

Based on SimplyRich's 13F filing for Q3 2026, filed 6 Nov 2026.