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Twin Peaks Wealth Advisors’s America Movil AMX Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-353
Closed -$8.99K – 330
2026
Q1 		$8.99K Buy
+353
New +$8.05K ﹤0.01% 1120
2025
Q3 		– Sell
-241
Closed -$4.6K – 265
2025
Q2 		$4.6K Buy
+241
New +$4K ﹤0.01% 1345

Other funds holding AMX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Capital World Investors
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
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Twin Peaks Wealth Advisors's AMX Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of America Movil (AMX) in Q2 2026, closing a stake of 353 shares — an estimated $8.99K sold.

Twin Peaks Wealth Advisors first reported a position in AMX in Q2 2025 and held it in 2 quarters. The position peaked at $8.99K in Q1 2026. 356 funds tracked by Wall St. Rank hold AMX as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining America Movil position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 353 America Movil shares in Q2 2026, an estimated $8.99K.
  • Twin Peaks Wealth Advisors first reported a position in America Movil in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's America Movil position peaked at $8.99K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held America Movil as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.