Position in AMX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$50,992
+$1,001 QoQ
Shares Held
1,962
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#273
of 354 holders
Holding Since
Mar 2023
13 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, 2026MONTAG A & ASSOCIATES INC holds $2,125,346 across 8 Telecom Services names. AMX ranks #4 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
28,177 | $1,193,014 | |
| 2 | T |
At&T Inc.
|
26,443 | $547,370 | |
| 3 | CMCSA |
Comcast Corp
|
12,108 | $297,251 | |
| 4 | AMX |
America Movil Sab De Cv/
This page
|
1,962 | $50,992 | |
| 5 | TMUS |
T-Mobile US, Inc.
|
75 | $12,579 | |
| 6 | VOD |
Vodafone Group Public Ltd Co
|
793 | $10,491 | |
| 7 | VIV |
Telefonica Brasil S.A.
|
713 | $9,383 | |
| 8 | CHTR |
Charter Communications, Inc. /Mo/
|
30 | $4,266 |
All Filings in AMX
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,992 | 1,962 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $49,991 | 1,962 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $40,554 | 1,962 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $43,659 | 2,079 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $37,297 | 2,079 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $29,563 | 2,079 | Shares | Sole | 2025-05-05 | |
| 2024-09-30 | $32,294 | 1,974 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $32,334 | 1,902 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $35,379 | 1,896 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $27,780 | 1,500 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $25,980 | 1,500 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $32,460 | 1,500 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $31,575 | 1,500 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||