TWD
AMX icon

True Wealth Design’s America Movil AMX Stock Holding History

True Wealth Design’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
Q3 		$5.87K Buy
277
+182
+192% +$4.38K ﹤0.01% 1285
2026
Q2 		$2.47K Sell
95
-2
-2% -$53 ﹤0.01% 1603
2026
Q1 		$2.47K Buy
97
+25
+35% +$570 ﹤0.01% 1454
2025
Q4 		$1.49K Hold
72
– – ﹤0.01% 1563
2025
Q3 		$1.51K Hold
72
– – ﹤0.01% 1583
2025
Q2 		$1.29K Buy
72
+13
+22% +$216 ﹤0.01% 1363
2025
Q1 		$839 Sell
59
-2
-3% -$29 ﹤0.01% 1333
2024
Q4 		$873 Sell
61
-8
-12% -$124 ﹤0.01% 970
2024
Q3 		$1.13K Sell
69
-3
-4% -$51 ﹤0.01% 943
2024
Q2 		$1.22K Sell
72
-42,620
-100% -$785K ﹤0.01% 465
2024
Q1 		$797K Buy
42,692
+2,269
+6% +$41.8K 0.2% 89
2023
Q4 		$749K Buy
40,423
+1,947
+5% +$34.2K 0.21% 92
2023
Q3 		$666K Buy
38,476
+260
+0.7% +$5.08K 0.22% 93
2023
Q2 		$827K Sell
38,216
-1,075
-3% -$23.3K 0.3% 53
2023
Q1 		$827K Sell
39,291
-676
-2% -$13.9K 0.35% 50
2022
Q4 		$727K Buy
+39,967
New +$738K 0.34% 81

Other funds holding AMX

HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

True Wealth Design's AMX Position: Q3 2026 in Review

True Wealth Design increased its America Movil (AMX) stake by 192% in Q3 2026, buying an estimated $4.38K and bringing the position to 277 shares worth $5.87K. The position accounts for ﹤0.01% of the portfolio, ranked #1285.

True Wealth Design first reported a position in AMX in Q4 2022 and has held it in 16 quarters since. The position peaked at $827K in Q1 2023. 14 funds tracked by Wall St. Rank hold AMX as of Q3 2026.

  • True Wealth Design held 277 shares of America Movil worth $5.87K as of Q3 2026.
  • True Wealth Design bought 182 America Movil shares in Q3 2026, an estimated $4.38K.
  • America Movil made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1285 holding.
  • True Wealth Design first reported a position in America Movil in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's America Movil position peaked at $827K in Q1 2023.
  • 14 funds tracked by Wall St. Rank held America Movil as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.