Wealth Alliance’s America Movil AMX Stock Holding History

Wealth Alliance’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	$227K	Sell	8,723 -392	-4%	-$10.3K	0.02%	523
2026 Q1	$232K	Buy	+9,115	New	+$208K	0.02%	500
2025 Q4	–	Sell	-10,502	Closed	-$221K	–	553
2025 Q3	$221K	Sell	10,502 -658	-6%	-$12.5K	0.02%	505
2025 Q2	$200K	Sell	11,160 -533	-5%	-$8.86K	0.02%	525
2025 Q1	$166K	Buy	+11,693	New	+$168K	0.02%	500
2024 Q4	–	Sell	-12,697	Closed	-$208K	–	493
2024 Q3	$208K	Buy	+12,697	New	+$215K	0.02%	494
2024 Q2	–	Sell	-11,228	Closed	-$210K	–	514
2024 Q1	$210K	Sell	11,228 -118	-1%	-$2.17K	0.03%	482
2023 Q4	$210K	Buy	11,346 +106	+0.9%	+$1.86K	0.03%	477
2023 Q3	$195K	Sell	11,240 -873	-7%	-$17.1K	0.03%	465
2023 Q2	$262K	Sell	12,113 -95	-0.8%	-$2.06K	0.04%	420
2023 Q1	$257K	Sell	12,208 -337	-3%	-$6.91K	0.04%	408
2022 Q4	$228K	Buy	+12,545	New	+$232K	0.04%	431
2022 Q3	–	Sell	-11,619	Closed	-$237K	–	456
2022 Q2	$237K	Buy	11,619 +845	+8%	+$17.4K	0.05%	386
2022 Q1	$228K	Buy	+10,774	New	+$208K	0.05%	399

Other funds holding AMX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealth Alliance's AMX Position: Q2 2026 in Review

Wealth Alliance reduced its America Movil (AMX) stake by 4.3% in Q2 2026, selling an estimated $10.3K and leaving 8,723 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #523.

Wealth Alliance first reported a position in AMX in Q1 2022 and has held it in 14 quarters since. The position peaked at $262K in Q2 2023. 355 funds tracked by Wall St. Rank hold AMX as of Q2 2026.

Wealth Alliance held 8,723 shares of America Movil worth $227K as of Q2 2026.
Wealth Alliance sold 392 America Movil shares in Q2 2026, an estimated $10.3K.
America Movil made up 0.02% of Wealth Alliance's portfolio in Q2 2026, its #523 holding.
Wealth Alliance first reported a position in America Movil in Q1 2022 and has held it in 14 quarters since.
Wealth Alliance's America Movil position peaked at $262K in Q2 2023.
355 funds tracked by Wall St. Rank held America Movil as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.