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Summitry LLC’s Fomento Económico Mexicano FMX Stock Holding History

Summitry LLC’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 		$834K Sell
6,523
-83
-1% -$10K 0.03% 108
2026
Q1 		$734K Buy
6,606
+208
+3% +$22.4K 0.03% 98
2025
Q4 		$647K Buy
6,398
+1,584
+33% +$154K 0.03% 97
2025
Q3 		$475K Buy
4,814
+68
+1% +$6.32K 0.02% 107
2025
Q2 		$489K Buy
4,746
+974
+26% +$101K 0.02% 96
2025
Q1 		$368K Buy
3,772
+467
+14% +$42.3K 0.02% 100
2024
Q4 		$283K Buy
3,305
+438
+15% +$40.7K 0.01% 112
2024
Q3 		$283K Buy
2,867
+137
+5% +$14.8K 0.01% 110
2024
Q2 		$294K Buy
2,730
+682
+33% +$79.8K 0.02% 90
2024
Q1 		$267K Buy
+2,048
New +$267K 0.01% 91

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

Summitry LLC's FMX Position: Q2 2026 in Review

Summitry LLC reduced its Fomento Económico Mexicano (FMX) stake by 1.3% in Q2 2026, selling an estimated $10K and leaving 6,523 shares worth $834K. The position accounts for 0.03% of the portfolio, ranked #108.

Summitry LLC first reported a position in FMX in Q1 2024 and has held it in 10 quarters since. 341 funds tracked by Wall St. Rank hold FMX as of Q2 2026.

  • Summitry LLC held 6,523 shares of Fomento Económico Mexicano worth $834K as of Q2 2026.
  • Summitry LLC sold 83 Fomento Económico Mexicano shares in Q2 2026, an estimated $10K.
  • Fomento Económico Mexicano made up 0.03% of Summitry LLC's portfolio in Q2 2026, its #108 holding.
  • Summitry LLC first reported a position in Fomento Económico Mexicano in Q1 2024 and has held it in 10 quarters since.
  • 341 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.