True Wealth Design’s Fomento Económico Mexicano FMX Stock Holding History

True Wealth Design’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	$5K	Hold	45	–	–	﹤0.01%	1208
2025 Q4	$4.55K	Buy	45 +1	+2%	+$97	﹤0.01%	1124
2025 Q3	$4.34K	Buy	44 +37	+529%	+$3.44K	﹤0.01%	1135
2025 Q2	$721	Sell	7 -1	-13%	-$103	﹤0.01%	1597
2025 Q1	$781	Buy	8 +1	+14%	+$91	﹤0.01%	1366
2024 Q4	$599	Sell	7 -1	-13%	-$93	﹤0.01%	1060
2024 Q3	$790	Hold	8	–	–	﹤0.01%	1019
2024 Q2	$862	Buy	8 +2	+33%	+$234	﹤0.01%	542
2024 Q1	$782	Buy	6 +2	+50%	+$261	﹤0.01%	523
2023 Q4	$522	Buy	4 +1	+33%	+$119	﹤0.01%	460
2023 Q3	$328	Hold	3	–	–	﹤0.01%	538
2023 Q2	$333	Hold	3	–	–	﹤0.01%	560
2023 Q1	$286	Hold	3	–	–	﹤0.01%	669
2022 Q4	$234	Buy	+3	New	+$221	﹤0.01%	640

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 $528B AUM 27.57% 1-Year Est. Return

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

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 $74.9B AUM 11.27% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.18B AUM 46.57% 1-Year Est. Return