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Wealthspire Advisors (New York)’s America Movil AMX Stock Holding History

Wealthspire Advisors (New York)’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 		$340K Hold
13,064
– – ﹤0.01% 953
2026
Q1 		$333K Sell
13,064
-1,606
-11% -$36.6K ﹤0.01% 693
2025
Q4 		$303K Buy
14,670
+3,524
+32% +$77.5K ﹤0.01% 795
2025
Q3 		$234K Hold
11,146
– – ﹤0.01% 745
2025
Q2 		$200K Sell
11,146
-1,880
-14% -$31.2K ﹤0.01% 800
2025
Q1 		$185K Hold
13,026
– – ﹤0.01% 748
2024
Q4 		$186K Sell
13,026
-1,419
-10% -$21.9K ﹤0.01% 751
2024
Q3 		$236K Buy
14,445
+789
+6% +$13.4K ﹤0.01% 675
2024
Q2 		$232K Buy
13,656
+1,880
+16% +$34.6K ﹤0.01% 591
2024
Q1 		$220K Hold
11,776
– – ﹤0.01% 581
2023
Q4 		$218K Hold
11,776
– – ﹤0.01% 596
2023
Q3 		$204K Hold
11,776
– – ﹤0.01% 561
2023
Q2 		$255K Sell
11,776
-1,905
-14% -$41.4K ﹤0.01% 481
2023
Q1 		$288K Sell
13,681
-1,569
-10% -$32.2K ﹤0.01% 450
2022
Q4 		$278K Buy
15,250
+1,363
+10% +$25.2K 0.01% 471
2022
Q3 		$229K Buy
13,887
+269
+2% +$4.93K ﹤0.01% 454
2022
Q2 		$278K Hold
13,618
– – 0.01% 414
2022
Q1 		$288K Sell
13,618
-1,322
-9% -$25.5K 0.01% 354
2021
Q4 		$315K Buy
14,940
+743
+5% +$13.7K 0.01% 407
2021
Q3 		$251K Sell
14,197
-125
-0.9% -$2.15K 0.01% 493
2021
Q2 		$215K Buy
14,322
+103
+0.7% +$1.53K 0.01% 347
2021
Q1 		$193K Hold
14,219
– – ﹤0.01% 679
2020
Q4 		$207K Buy
+14,219
New +$193K 0.01% 547
2020
Q2 		– Sell
-24,064
Closed -$283K – 293
2020
Q1 		$283K Buy
+24,064
New +$376K 0.01% 399
2019
Q1 		– Sell
-637
Closed -$9K – 88
2018
Q4 		$9K Buy
+637
New +$9.15K ﹤0.01% 519

Other funds holding AMX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Capital World Investors
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
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 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 $113B AUM 38.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthspire Advisors (New York)'s AMX Position: Q2 2026 in Review

Wealthspire Advisors (New York) held its America Movil (AMX) position steady in Q2 2026 at 13,064 shares worth $340K. The position accounts for ﹤0.01% of the portfolio, ranked #953.

Wealthspire Advisors (New York) first reported a position in AMX in Q4 2018 and has held it in 25 quarters since. 355 funds tracked by Wall St. Rank hold AMX as of Q2 2026.

  • Wealthspire Advisors (New York) held 13,064 shares of America Movil worth $340K as of Q2 2026.
  • Wealthspire Advisors (New York) left its America Movil share count unchanged in Q2 2026.
  • America Movil made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #953 holding.
  • Wealthspire Advisors (New York) first reported a position in America Movil in Q4 2018 and has held it in 25 quarters since.
  • 355 funds tracked by Wall St. Rank held America Movil as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.