Wellington Management Group
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Wellington Management Group’s Fomento Económico Mexicano FMX Stock Holding History

Wellington Management Group’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
Q2 		$439K Buy
+3,434
New +$414K ﹤0.01% 1844
2022
Q3 		– Sell
-6,226
Closed -$420K – 2062
2022
Q2 		$420K Sell
6,226
-3,213
-34% -$238K ﹤0.01% 1872
2022
Q1 		$782K Buy
9,439
+6,052
+179% +$477K ﹤0.01% 1781
2021
Q4 		$263K Buy
+3,387
New +$265K ﹤0.01% 2100
2020
Q3 		– Sell
-234,953
Closed -$14.6M – 1918
2020
Q2 		$14.6M Sell
234,953
-3,399
-1% -$216K ﹤0.01% 991
2020
Q1 		$14.4M Sell
238,352
-112,567
-32% -$9.51M ﹤0.01% 958
2019
Q4 		$33.2M Buy
350,919
+82,421
+31% +$7.58M 0.01% 866
2019
Q3 		$24.6M Buy
268,498
+176,982
+193% +$16.3M 0.01% 908
2019
Q2 		$8.85M Buy
91,516
+27,435
+43% +$2.66M ﹤0.01% 1245
2019
Q1 		$5.91M Sell
64,081
-203,755
-76% -$18.6M ﹤0.01% 1343
2018
Q4 		$23M Buy
267,836
+7,287
+3% +$647K 0.01% 950
2018
Q3 		$25.8M Buy
260,549
+58,358
+29% +$5.62M 0.01% 1000
2018
Q2 		$17.8M Buy
+202,191
New +$17.9M ﹤0.01% 1117
2018
Q1 		– Sell
-279,894
Closed -$26.3M – 2233
2017
Q4 		$26.3M Sell
279,894
-27,116
-9% -$2.47M 0.01% 989
2017
Q3 		$29.3M Sell
307,010
-223,086
-42% -$22.2M 0.01% 925
2017
Q2 		$52.1M Buy
530,096
+303,646
+134% +$28.3M 0.01% 720
2017
Q1 		$20M Buy
+226,450
New +$18.4M ﹤0.01% 1030
2016
Q4 		– Sell
-168,225
Closed -$15.5M – 2207
2016
Q3 		$15.5M Sell
168,225
-65,937
-28% -$6.08M ﹤0.01% 1051
2016
Q2 		$21.7M Sell
234,162
-218,565
-48% -$20M 0.01% 924
2016
Q1 		$43.6M Sell
452,727
-275,669
-38% -$25.2M 0.01% 714
2015
Q4 		$67.3M Sell
728,396
-186,011
-20% -$17.9M 0.02% 590
2015
Q3 		$81.6M Buy
914,407
+486,493
+114% +$43.3M 0.02% 506
2015
Q2 		$38.1M Buy
427,914
+329,969
+337% +$30.6M 0.01% 804
2015
Q1 		$9.16M Sell
97,945
-21,446
-18% -$1.91M ﹤0.01% 1271
2014
Q4 		$10.5M Buy
119,391
+50,791
+74% +$4.65M ﹤0.01% 1228
2014
Q3 		$6.32M Buy
+68,600
New +$6.54M ﹤0.01% 1373
2013
Q4 		– Sell
-228,213
Closed -$22.2M – 2171
2013
Q3 		$22.2M Sell
228,213
-995,663
-81% -$100M 0.01% 957
2013
Q2 		$126M Buy
+1,223,876
New +$136M 0.04% 410

Other funds holding FMX

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group's FMX Position: Q2 2026 in Review

Wellington Management Group opened a new position in Fomento Económico Mexicano (FMX) in Q2 2026: 3,434 shares worth $439K. The stake represents ﹤0.01% of the portfolio and ranks #1844 among its holdings. This is a return to the name: Wellington Management Group previously reported a position in FMX as recently as Q2 2022.

Wellington Management Group first reported a position in FMX in Q2 2013 and has held it in 28 quarters since. The position peaked at $126M in Q2 2013. 344 funds tracked by Wall St. Rank hold FMX as of Q2 2026.

  • Wellington Management Group held 3,434 shares of Fomento Económico Mexicano worth $439K as of Q2 2026.
  • Fomento Económico Mexicano was a new Wellington Management Group position in Q2 2026.
  • Fomento Económico Mexicano made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1844 holding.
  • Wellington Management Group first reported a position in Fomento Económico Mexicano in Q2 2013 and has held it in 28 quarters since.
  • Wellington Management Group's Fomento Económico Mexicano position peaked at $126M in Q2 2013.
  • 344 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.