Blue Trust, Inc. BWMX BETTERWARE DE MXC S A B DE C

Ownership history in Blue Trust, Inc.  ·  10 quarters on record

AI Ownership Summary

Blue Trust, Inc. reported BETTERWARE DE MXC S A B DE C (BWMX) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows BWMX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BWMX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Blue Trust, Inc.'s position in BETTERWARE DE MXC S A B DE C, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BWMX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Blue Trust, Inc. held BWMX — position size vs. price
% of Fund (quarterly)    BWMX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 54 0% 0.00% $910 2026-04-20 $18.58
2025 Q4 REDUCED 22.9% +20.8% 54 -16 -22.9% 0.00% $767 2026-01-16 $16.22
2025 Q3 UNCHANGED 70 0% 0.00% $942 2025-10-16 $12.94
2025 Q2 REDUCED 93.1% +54.1% 70 -946 -93.1% 0.00% $606 2025-07-24 $9.33
2025 Q1 REDUCED 81.2% -21.7% 1,016 -4,378 -81.2% 0.00% $12K 2025-04-21 $9.87
2024 Q4 ADDED 5,394 +2,854 +112.4% 0.00% $68K 2025-01-22 $10.42
2024 Q3 ADDED 2,540 +992 +64.1% 0.00% $37K 2024-10-17 $11.13
2024 Q2 ADDED 1,548 +867 +127.3% 0.00% $31K 2024-07-18 $13.51
2023 Q4 ADDED 681 +489 +254.7% 0.00% $11 2024-01-18 $10.17
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Blue Trust, Inc. and BWMX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Blue Trust, Inc. reported owning BWMX?

Blue Trust, Inc. reported BWMX across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BWMX position in Blue Trust, Inc.'s portfolio?

The largest reported portfolio weight for BWMX was 0.00% in 2024 Q4.

What is the latest reported BWMX position on this page?

The most recent filing on this page is 2026 Q1, when Blue Trust, Inc. reported 54 shares, equal to 0.00% of portfolio, with an estimated market value of $910.

What does the chart on this BWMX ownership page compare?

The chart compares Blue Trust, Inc.'s quarterly BWMX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Blue Trust, Inc. time their BWMX position?

Based on 13F filing dates vs. subsequent BWMX price moves, Blue Trust, Inc. correctly timed 3 out of 8 reported position changes (38%). The annualised alpha on BWMX relative to SPY over the holding period was +28.8%.

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