Wealth Alliance’s Fomento Económico Mexicano FMX Stock Holding History

Wealth Alliance’s Portfolio FMX Stock Details FMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$288K	Sell	2,425 -147	-6%	-$18.1K	0.02%	448
2026 Q2	$329K	Sell	2,572 -463	-15%	-$55.8K	0.03%	435
2026 Q1	$337K	Sell	3,035 -310	-9%	-$33.4K	0.03%	397
2025 Q4	$338K	Sell	3,345 -165	-5%	-$16K	0.03%	404
2025 Q3	$346K	Sell	3,510 -360	-9%	-$33.5K	0.04%	379
2025 Q2	$399K	Sell	3,870 -389	-9%	-$40.1K	0.04%	341
2025 Q1	$416K	Buy	+4,259	New	+$385K	0.05%	319
2024 Q4	–	Sell	-3,725	Closed	-$368K	–	513
2024 Q3	$368K	Buy	3,725 +215	+6%	+$23.2K	0.04%	346
2024 Q2	$378K	Buy	3,510 +147	+4%	+$17.2K	0.05%	319
2024 Q1	$438K	Sell	3,363 -292	-8%	-$38.1K	0.06%	298
2023 Q4	$476K	Sell	3,655 -77	-2%	-$9.16K	0.07%	267
2023 Q3	$407K	Sell	3,732 -493	-12%	-$54.7K	0.06%	273
2023 Q2	$468K	Buy	+4,225	New	+$425K	0.07%	261

Other funds holding FMX

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Wealth Alliance's FMX Position: Q3 2026 in Review

Wealth Alliance reduced its Fomento Económico Mexicano (FMX) stake by 5.7% in Q3 2026, selling an estimated $18.1K and leaving 2,425 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #448.

Wealth Alliance first reported a position in FMX in Q2 2023 and has held it in 13 quarters since. The position peaked at $476K in Q4 2023. 283 funds tracked by Wall St. Rank hold FMX as of Q3 2026.

Wealth Alliance held 2,425 shares of Fomento Económico Mexicano worth $288K as of Q3 2026.
Wealth Alliance sold 147 Fomento Económico Mexicano shares in Q3 2026, an estimated $18.1K.
Fomento Económico Mexicano made up 0.02% of Wealth Alliance's portfolio in Q3 2026, its #448 holding.
Wealth Alliance first reported a position in Fomento Económico Mexicano in Q2 2023 and has held it in 13 quarters since.
Wealth Alliance's Fomento Económico Mexicano position peaked at $476K in Q4 2023.
283 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.