SOA Wealth Advisors’s America Movil AMX Stock Holding History

SOA Wealth Advisors’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	$20.4K	Hold	784	–	–	﹤0.01%	516
2026 Q1	$20K	Hold	784	–	–	﹤0.01%	501
2025 Q4	$16.2K	Hold	784	–	–	﹤0.01%	535
2025 Q3	$16.5K	Hold	784	–	–	﹤0.01%	547
2025 Q2	$14.1K	Hold	784	–	–	﹤0.01%	556
2025 Q1	$11.1K	Hold	784	–	–	﹤0.01%	545
2024 Q4	$11.2K	Hold	784	–	–	﹤0.01%	535
2024 Q3	$12.8K	Hold	784	–	–	﹤0.01%	510
2024 Q2	$13.3K	Hold	784	–	–	﹤0.01%	494
2024 Q1	$14.6K	Hold	784	–	–	﹤0.01%	488
2023 Q4	$14.5K	Hold	784	–	–	﹤0.01%	479
2023 Q3	$13.6K	Hold	784	–	–	﹤0.01%	483
2023 Q2	$17K	Hold	784	–	–	﹤0.01%	456
2023 Q1	$16.5K	Hold	784	–	–	﹤0.01%	458
2022 Q4	$14.3K	Buy	784 +1	+0.1%	+$18	﹤0.01%	465
2022 Q3	$12K	Buy	783 +19	+2%	+$348	﹤0.01%	474
2022 Q2	$15K	Hold	764	–	–	﹤0.01%	429
2022 Q1	$16K	Hold	764	–	–	﹤0.01%	499
2021 Q4	$16K	Buy	764 +8	+1%	+$147	﹤0.01%	477
2021 Q3	$13K	Buy	756 +9	+1%	+$155	﹤0.01%	527
2021 Q2	$11K	Hold	747	–	–	﹤0.01%	555
2021 Q1	$10K	Hold	747	–	–	﹤0.01%	505
2020 Q4	$10K	Buy	+747	New	+$10.1K	﹤0.01%	507

Other funds holding AMX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SOA Wealth Advisors's AMX Position: Q2 2026 in Review

SOA Wealth Advisors held its America Movil (AMX) position steady in Q2 2026 at 784 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

SOA Wealth Advisors first reported a position in AMX in Q4 2020 and has held it in 23 quarters since. 356 funds tracked by Wall St. Rank hold AMX as of Q2 2026.

SOA Wealth Advisors held 784 shares of America Movil worth $20.4K as of Q2 2026.
SOA Wealth Advisors left its America Movil share count unchanged in Q2 2026.
America Movil made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #516 holding.
SOA Wealth Advisors first reported a position in America Movil in Q4 2020 and has held it in 23 quarters since.
356 funds tracked by Wall St. Rank held America Movil as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.