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 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

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

True Wealth Design's AMX Position: Q2 2026 in Review

True Wealth Design reduced its America Movil (AMX) stake by 2.1% in Q2 2026, selling an estimated $53 and leaving 95 shares worth $2.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1603.

True Wealth Design first reported a position in AMX in Q4 2022 and has held it in 15 quarters since. The position peaked at $827K in Q1 2023. 356 funds tracked by Wall St. Rank hold AMX as of Q2 2026.

True Wealth Design held 95 shares of America Movil worth $2.47K as of Q2 2026.
True Wealth Design sold 2 America Movil shares in Q2 2026, an estimated $53.
America Movil made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1603 holding.
True Wealth Design first reported a position in America Movil in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's America Movil position peaked at $827K in Q1 2023.
356 funds tracked by Wall St. Rank held America Movil as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.