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United Capital Financial Advisors’s America Movil AMX Stock Holding History

United Capital Financial 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
Q1 		$581K Buy
22,792
+1,338
+6% +$30.5K ﹤0.01% 990
2025
Q4 		$443K Buy
21,454
+1,007
+5% +$22.2K ﹤0.01% 1012
2025
Q3 		$429K Buy
20,447
+425
+2% +$8.1K ﹤0.01% 906
2025
Q2 		$359K Buy
20,022
+442
+2% +$7.35K ﹤0.01% 873
2025
Q1 		$278K Sell
19,580
-5,024
-20% -$72K ﹤0.01% 915
2024
Q4 		$352K Sell
24,604
-874
-3% -$13.5K ﹤0.01% 835
2024
Q3 		$417K Buy
25,478
+216
+0.9% +$3.66K ﹤0.01% 775
2024
Q2 		$429K Sell
25,262
-1,048
-4% -$19.3K ﹤0.01% 741
2024
Q1 		$491K Sell
26,310
-639
-2% -$11.8K ﹤0.01% 740
2023
Q4 		$499K Sell
26,949
-6,532
-20% -$115K ﹤0.01% 726
2023
Q3 		$580K Sell
33,481
-375
-1% -$7.33K ﹤0.01% 617
2023
Q2 		$733K Sell
33,856
-681
-2% -$14.8K ﹤0.01% 615
2023
Q1 		$727K Sell
34,537
-458
-1% -$9.39K ﹤0.01% 652
2022
Q4 		$637K Sell
34,995
-1,619
-4% -$29.9K ﹤0.01% 718
2022
Q3 		$603K Sell
36,614
-1,804
-5% -$33K ﹤0.01% 726
2022
Q2 		$785K Sell
38,418
-3,068
-7% -$63.1K ﹤0.01% 678
2022
Q1 		$877K Sell
41,486
-1,016
-2% -$19.6K ﹤0.01% 695
2021
Q4 		$897K Buy
42,502
+26,881
+172% +$494K ﹤0.01% 702
2021
Q3 		$276K Buy
15,621
+2
+0% +$34 ﹤0.01% 1044
2021
Q2 		$234K Sell
15,619
-576
-4% -$8.57K ﹤0.01% 1105
2021
Q1 		$220K Sell
16,195
-14,462
-47% -$199K ﹤0.01% 1087
2020
Q4 		$446K Buy
30,657
+14,686
+92% +$199K ﹤0.01% 874
2020
Q3 		$199K Hold
15,971
– – ﹤0.01% 1076
2020
Q2 		$203K Hold
15,971
– – ﹤0.01% 1103
2020
Q1 		$188K Sell
15,971
-6,501
-29% -$101K ﹤0.01% 1078
2019
Q4 		$360K Sell
22,472
-2,542
-10% -$39.8K ﹤0.01% 1077
2019
Q3 		$372K Sell
25,014
-33,342
-57% -$478K ﹤0.01% 1030
2019
Q2 		$850K Buy
58,356
+26,235
+82% +$388K 0.01% 867
2019
Q1 		$452K Sell
32,121
-17,207
-35% -$260K ﹤0.01% 1010
2018
Q4 		$703K Sell
49,328
-25,552
-34% -$367K 0.01% 806
2018
Q3 		$1.22M Sell
74,880
-480,750
-87% -$8.11M 0.01% 723
2018
Q2 		$9.26M Buy
555,630
+21,885
+4% +$379K 0.07% 317
2018
Q1 		$10.2M Buy
533,745
+47,778
+10% +$884K 0.08% 285
2017
Q4 		$8.33M Buy
485,967
+28,232
+6% +$492K 0.07% 320
2017
Q3 		$8.13M Buy
457,735
+181,267
+66% +$3.25M 0.07% 311
2017
Q2 		$4.4M Sell
276,468
-6,769
-2% -$105K 0.04% 406
2017
Q1 		$4.01M Buy
283,237
+1,596
+0.6% +$20.8K 0.04% 412
2016
Q4 		$3.54M Buy
281,641
+249,965
+789% +$3.03M 0.03% 444
2016
Q3 		$362K Sell
31,676
-1,934
-6% -$23.1K ﹤0.01% 1028
2016
Q2 		$403K Buy
33,610
+1,834
+6% +$24.6K ﹤0.01% 966
2016
Q1 		$493K Buy
31,776
+70
+0.2% +$967 0.01% 884
2015
Q4 		$446K Sell
31,706
-10,293
-25% -$168K 0.01% 914
2015
Q3 		$695K Sell
41,999
-1,089
-3% -$20.4K 0.01% 800
2015
Q2 		$918K Buy
43,088
+1,665
+4% +$35.1K 0.01% 741
2015
Q1 		$865K Buy
41,423
+53
+0.1% +$1.14K 0.01% 759
2014
Q4 		$918K Buy
+41,370
New +$963K 0.01% 670
2014
Q2 		– Sell
-19,571
Closed -$389K – 784
2014
Q1 		$389K Buy
19,571
+3,291
+20% +$68.2K 0.01% 702
2013
Q4 		$380K Sell
16,280
-4,638
-22% -$101K 0.01% 476
2013
Q3 		$414K Buy
20,918
+26
+0.1% +$535 0.01% 488
2013
Q2 		$454K Buy
+20,892
New +$427K 0.01% 524

Other funds holding AMX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

United Capital Financial Advisors's AMX Position: Q1 2026 in Review

United Capital Financial Advisors increased its America Movil (AMX) stake by 6.2% in Q1 2026, buying an estimated $30.5K and bringing the position to 22,792 shares worth $581K. The position accounts for ﹤0.01% of the portfolio, ranked #990.

United Capital Financial Advisors first reported a position in AMX in Q2 2013 and has held it in 50 quarters since. The position peaked at $10.2M in Q1 2018. 336 funds tracked by Wall St. Rank hold AMX as of Q1 2026.

  • United Capital Financial Advisors held 22,792 shares of America Movil worth $581K as of Q1 2026.
  • United Capital Financial Advisors bought 1,338 America Movil shares in Q1 2026, an estimated $30.5K.
  • America Movil made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #990 holding.
  • United Capital Financial Advisors first reported a position in America Movil in Q2 2013 and has held it in 50 quarters since.
  • United Capital Financial Advisors's America Movil position peaked at $10.2M in Q1 2018.
  • 336 funds tracked by Wall St. Rank held America Movil as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.