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Templeton & Phillips Capital Management’s Fomento Económico Mexicano FMX Stock Holding History

Templeton & Phillips Capital Management’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 		$3.02M Buy
+27,200
New +$2.93M 2.46% 9
2024
Q1 		– Sell
-2,120
Closed -$276K – 44
2023
Q4 		$276K Sell
2,120
-3,280
-61% -$390K 0.28% 22
2023
Q3 		$589K Buy
+5,400
New +$599K 0.62% 16

Other funds holding FMX

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Invesco
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

Templeton & Phillips Capital Management's FMX Position: Q1 2026 in Review

Templeton & Phillips Capital Management opened a new position in Fomento Económico Mexicano (FMX) in Q1 2026: 27,200 shares worth $3.02M. The stake represents 2.46% of the portfolio and ranks #9 among its holdings. This is a return to the name: Templeton & Phillips Capital Management previously reported a position in FMX as recently as Q4 2023.

Templeton & Phillips Capital Management first reported a position in FMX in Q3 2023 and has held it in 3 quarters since. 307 funds tracked by Wall St. Rank hold FMX as of Q1 2026.

  • Templeton & Phillips Capital Management held 27,200 shares of Fomento Económico Mexicano worth $3.02M as of Q1 2026.
  • Fomento Económico Mexicano was a new Templeton & Phillips Capital Management position in Q1 2026.
  • Fomento Económico Mexicano made up 2.46% of Templeton & Phillips Capital Management's portfolio in Q1 2026, its #9 holding.
  • Templeton & Phillips Capital Management first reported a position in Fomento Económico Mexicano in Q3 2023 and has held it in 3 quarters since.
  • 307 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2026.

Based on Templeton & Phillips Capital Management's 13F filing for Q1 2026, filed 6 May 2026.