BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s America Movil AMX Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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 Q3	–	Sell	-3,253	Closed	-$84.5K	–	1511
2026 Q2	$84.5K	Hold	3,253	–	–	0.01%	776
2026 Q1	$82.9K	Buy	3,253 +47	+1%	+$1.07K	0.01%	810
2025 Q4	$66.3K	Sell	3,206 -40	-1%	-$880	0.01%	907
2025 Q3	$68.2K	Buy	3,246 +65	+2%	+$1.24K	0.01%	835
2025 Q2	$57.1K	Buy	3,181 +93	+3%	+$1.55K	0.01%	878
2025 Q1	$43.9K	Buy	3,088 +88	+3%	+$1.26K	0.01%	981
2024 Q4	$42.9K	Hold	3,000	–	–	0.01%	937
2024 Q3	$49.1K	Buy	+3,000	New	+$50.8K	0.01%	951

Other funds holding AMX

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

Westwood Global Investments Boston, Massachusetts $2.63B AUM 32.6% 1-Year Est. Return

Northcape Capital Sydney, Australia $671M AUM 6.49% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s AMX Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of America Movil (AMX) in Q3 2026, closing a stake of 3,253 shares — an estimated $84.5K sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in AMX in Q3 2024 and held it in 8 quarters. The position peaked at $84.5K in Q2 2026. 279 funds tracked by Wall St. Rank hold AMX as of Q3 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining America Movil position as of Q3 2026 after selling out during the quarter.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 3,253 America Movil shares in Q3 2026, an estimated $84.5K.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in America Movil in Q3 2024 and held it in 8 quarters.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s America Movil position peaked at $84.5K in Q2 2026.
279 funds tracked by Wall St. Rank held America Movil as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.