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Waverly Advisors’s America Movil AMX Stock Holding History

Waverly 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 		$269K Sell
10,546
-1,110
-10% -$25.3K ﹤0.01% 1360
2025
Q4 		$241K Buy
11,656
+1,303
+13% +$28.7K ﹤0.01% 1313
2025
Q3 		$217K Buy
10,353
+31
+0.3% +$591 ﹤0.01% 1181
2025
Q2 		$185K Buy
+10,322
New +$172K ﹤0.01% 1135

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 $81.4B AUM 40.71% 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

Waverly Advisors's AMX Position: Q1 2026 in Review

Waverly Advisors reduced its America Movil (AMX) stake by 9.5% in Q1 2026, selling an estimated $25.3K and leaving 10,546 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #1360.

Waverly Advisors first reported a position in AMX in Q2 2025 and has held it in 4 quarters since. 336 funds tracked by Wall St. Rank hold AMX as of Q1 2026.

  • Waverly Advisors held 10,546 shares of America Movil worth $269K as of Q1 2026.
  • Waverly Advisors sold 1,110 America Movil shares in Q1 2026, an estimated $25.3K.
  • America Movil made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1360 holding.
  • Waverly Advisors first reported a position in America Movil in Q2 2025 and has held it in 4 quarters since.
  • 336 funds tracked by Wall St. Rank held America Movil as of Q1 2026.

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