Position in AMX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$760,882
+$89,026 QoQ
Shares Held
29,276
+11.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#127
of 354 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMX Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026Compound Planning, Inc. holds $10,727,748 across 11 Telecom Services names. AMX ranks #4 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | T |
At&T Inc.
|
162,004 | $3,353,482 | |
| 2 | VZ |
Verizon Communications Inc
|
71,695 | $3,035,565 | |
| 3 | TMUS |
T-Mobile US, Inc.
|
5,092 | $854,080 | |
| 4 | AMX |
America Movil Sab De Cv/
This page
|
29,276 | $760,882 | |
| 5 | CMCSA |
Comcast Corp
|
24,462 | $600,541 | |
| 6 | CHT |
Chunghwa Telecom Co Ltd
|
11,955 | $529,128 | |
| 7 | VOD |
Vodafone Group Public Ltd Co
|
39,394 | $521,182 | |
| 8 | LUMN |
Lumen Technologies, Inc.
|
64,746 | $497,248 |
All Filings in AMX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $760,882 | 29,276 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $671,856 | 26,368 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $433,676 | 20,981 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $339,276 | 16,156 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $220,841 | 12,310 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $233,791 | 16,441 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $181,890 | 11,118 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $249,118 | 14,654 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $418,861 | 22,447 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $377,993 | 20,410 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||