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 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 $59B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

SimplyRich's FMX Position: Q1 2026 in Review

SimplyRich reduced its Fomento Económico Mexicano (FMX) stake by 1.1% in Q1 2026, selling an estimated $6.46K and leaving 5,407 shares worth $600K. The position accounts for 0.15% of the portfolio, ranked #133.

SimplyRich first reported a position in FMX in Q4 2017 and has held it in 14 quarters since. The position peaked at $625K in Q4 2017. 307 funds tracked by Wall St. Rank hold FMX as of Q1 2026.

SimplyRich held 5,407 shares of Fomento Económico Mexicano worth $600K as of Q1 2026.
SimplyRich sold 60 Fomento Económico Mexicano shares in Q1 2026, an estimated $6.46K.
Fomento Económico Mexicano made up 0.15% of SimplyRich's portfolio in Q1 2026, its #133 holding.
SimplyRich first reported a position in Fomento Económico Mexicano in Q4 2017 and has held it in 14 quarters since.
SimplyRich's Fomento Económico Mexicano position peaked at $625K in Q4 2017.
307 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2026.

Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.