Legacy Wealth Asset Management, LLC CX CEMEX SAB DE CV

Ownership history in Legacy Wealth Asset Management, LLC  ·  21 quarters on record

AI Ownership Summary

Legacy Wealth Asset Management, LLC reported CEMEX SAB DE CV (CX) in 21 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.23% in 2023 Q4. The latest visible filing shows CX at 0.20% 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 CX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Legacy Wealth Asset Management, LLC's position in CEMEX 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

CX was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2023 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 Legacy Wealth Asset Management, LLC held CX — position size vs. price
% of Fund (quarterly)    CX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 72,901 -2,429 -3.2% 0.20% $834K 2026-04-08 $11.78
2025 Q4 REDUCED 75,330 -3,057 -3.9% 0.21% $866K 2026-01-12 $12.41
2025 Q3 REDUCED 78,387 -1,413 -1.8% 0.17% $705K 2025-10-14 $9.53
2025 Q2 ADDED 79,800 +1,843 +2.4% 0.14% $553K 2025-07-30 $8.52
2025 Q1 ADDED 77,957 +2,570 +3.4% 0.12% $437K 2025-04-09 $5.30
2024 Q4 REDUCED 75,387 -562 -0.7% 0.12% $425K 2025-01-15 $5.51
2024 Q3 ADDED 75,949 +2,654 +3.6% 0.12% $463K 2024-10-23 $5.83
2024 Q2 ADDED 73,295 +2,357 +3.3% 0.13% $468K 2024-08-14 $6.29
2024 Q1 REDUCED 21.9% -30.1% 70,938 -19,896 -21.9% 0.18% $639K 2024-04-19 $7.84
2023 Q4 REDUCED 90,834 -3,869 -4.1% 0.23% $704K 2024-01-10 $7.72
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Legacy Wealth Asset Management, LLC and CX

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

How long has Legacy Wealth Asset Management, LLC reported owning CX?

Legacy Wealth Asset Management, LLC reported CX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CX position in Legacy Wealth Asset Management, LLC's portfolio?

The largest reported portfolio weight for CX was 0.23% in 2023 Q4.

What is the latest reported CX position on this page?

The most recent filing on this page is 2026 Q1, when Legacy Wealth Asset Management, LLC reported 72,901 shares, equal to 0.20% of portfolio, with an estimated market value of $834K.

What does the chart on this CX ownership page compare?

The chart compares Legacy Wealth Asset Management, LLC's quarterly CX 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 Legacy Wealth Asset Management, LLC time their CX position?

Based on 13F filing dates vs. subsequent CX price moves, Legacy Wealth Asset Management, LLC correctly timed 11 out of 20 reported position changes (55%). The annualised alpha on CX relative to SPY over the holding period was -0.3%.

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