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 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 $1.9T AUM 41.92% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Alliance's AMX Position: Q1 2026 in Review

Wealth Alliance opened a new position in America Movil (AMX) in Q1 2026: 9,115 shares worth $232K. The stake represents 0.02% of the portfolio and ranks #500 among its holdings. This is a return to the name: Wealth Alliance previously reported a position in AMX as recently as Q3 2025.

Wealth Alliance first reported a position in AMX in Q1 2022 and has held it in 13 quarters since. The position peaked at $262K in Q2 2023. 336 funds tracked by Wall St. Rank hold AMX as of Q1 2026.

Wealth Alliance held 9,115 shares of America Movil worth $232K as of Q1 2026.
America Movil was a new Wealth Alliance position in Q1 2026.
America Movil made up 0.02% of Wealth Alliance's portfolio in Q1 2026, its #500 holding.
Wealth Alliance first reported a position in America Movil in Q1 2022 and has held it in 13 quarters since.
Wealth Alliance's America Movil position peaked at $262K in Q2 2023.
336 funds tracked by Wall St. Rank held America Movil as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.