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Valmark Advisers’s America Movil AMX Stock Holding History

Valmark Advisers’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 		$334K Hold
12,840
– – ﹤0.01% 589
2026
Q1 		$327K Hold
12,840
– – ﹤0.01% 565
2025
Q4 		$265K Hold
12,840
– – ﹤0.01% 583
2025
Q3 		$270K Hold
12,840
– – ﹤0.01% 580
2025
Q2 		$230K Sell
12,840
-79
-0.6% -$1.31K ﹤0.01% 605
2025
Q1 		$184K Hold
12,919
– – ﹤0.01% 598
2024
Q4 		$185K Buy
12,919
+79
+0.6% +$1.22K ﹤0.01% 589
2024
Q3 		$210K Buy
+12,840
New +$217K ﹤0.01% 570

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

Valmark Advisers's AMX Position: Q2 2026 in Review

Valmark Advisers held its America Movil (AMX) position steady in Q2 2026 at 12,840 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

Valmark Advisers first reported a position in AMX in Q3 2024 and has held it in 8 quarters since. 356 funds tracked by Wall St. Rank hold AMX as of Q2 2026.

  • Valmark Advisers held 12,840 shares of America Movil worth $334K as of Q2 2026.
  • Valmark Advisers left its America Movil share count unchanged in Q2 2026.
  • America Movil made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #589 holding.
  • Valmark Advisers first reported a position in America Movil in Q3 2024 and has held it in 8 quarters since.
  • 356 funds tracked by Wall St. Rank held America Movil as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.