Capital Wealth Planning, LLC AMX AMERICA MOVIL SAB DE CV

Ownership history in Capital Wealth Planning, LLC  ·  7 quarters on record

AI Ownership Summary

Capital Wealth Planning, LLC reported AMERICA MOVIL SAB DE CV (AMX) in 7 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.15% in 2026 Q1. The latest visible filing shows AMX at 0.15% 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 AMX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Capital Wealth Planning, LLC's position in AMERICA MOVIL SAB DE CV, 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

AMX was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2026 Q1

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 Capital Wealth Planning, LLC held AMX — position size vs. price
% of Fund (quarterly)    AMX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 1,044,181 +709,233 +211.7% 0.15% $26.6M 2026-05-15 $26.59
2025 Q4 ADDED 334,948 +120,120 +55.9% 0.04% $6.9M 2026-02-11 $23.58
2025 Q3 ADDED 214,828 +171,415 +394.8% 0.03% $4.5M 2025-11-13 $23.26
2023 Q4 ADDED 43,413 +18,308 +72.9% 0.01% $804K 2024-02-08 $16.52
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Capital Wealth Planning, LLC and AMX

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

How long has Capital Wealth Planning, LLC reported owning AMX?

Capital Wealth Planning, LLC reported AMX across 4 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AMX position in Capital Wealth Planning, LLC's portfolio?

The largest reported portfolio weight for AMX was 0.15% in 2026 Q1.

What is the latest reported AMX position on this page?

The most recent filing on this page is 2026 Q1, when Capital Wealth Planning, LLC reported 1,044,181 shares, equal to 0.15% of portfolio, with an estimated market value of $26.6M.

What does the chart on this AMX ownership page compare?

The chart compares Capital Wealth Planning, LLC's quarterly AMX 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 Capital Wealth Planning, LLC time their AMX position?

Based on 13F filing dates vs. subsequent AMX price moves, Capital Wealth Planning, LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on AMX relative to SPY over the holding period was -25.3%.

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