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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
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
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Wealth Alliance's FMX Position: Q1 2026 in Review

Wealth Alliance reduced its Fomento Económico Mexicano (FMX) stake by 9.3% in Q1 2026, selling an estimated $33.4K and leaving 3,035 shares worth $337K. The position accounts for 0.03% of the portfolio, ranked #397.

Wealth Alliance first reported a position in FMX in Q2 2023 and has held it in 11 quarters since. The position peaked at $476K in Q4 2023. 307 funds tracked by Wall St. Rank hold FMX as of Q1 2026.

  • Wealth Alliance held 3,035 shares of Fomento Económico Mexicano worth $337K as of Q1 2026.
  • Wealth Alliance sold 310 Fomento Económico Mexicano shares in Q1 2026, an estimated $33.4K.
  • Fomento Económico Mexicano made up 0.03% of Wealth Alliance's portfolio in Q1 2026, its #397 holding.
  • Wealth Alliance first reported a position in Fomento Económico Mexicano in Q2 2023 and has held it in 11 quarters since.
  • Wealth Alliance's Fomento Económico Mexicano position peaked at $476K in Q4 2023.
  • 307 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2026.

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