AWM
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Affinity Wealth Management’s Freeport-McMoran FCX Stock Holding History

Affinity Wealth Management’s Portfolio FCX Stock Details FCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$201K Buy
+3,196
New +$205K 0.03% 112
2025
Q1 		– Sell
-123,488
Closed -$4.7M – 98
2024
Q4 		$4.7M Sell
123,488
-1,682
-1% -$75.2K 0.83% 28
2024
Q3 		$6.25M Buy
125,170
+1,642
+1% +$74K 1.11% 22
2024
Q2 		$6M Buy
123,528
+886
+0.7% +$44.6K 1.1% 24
2024
Q1 		$5.77M Buy
122,642
+2,386
+2% +$96.3K 1.07% 27
2023
Q4 		$5.12M Sell
120,256
-9,676
-7% -$357K 1.05% 28
2023
Q3 		$4.85M Buy
129,932
+3,329
+3% +$134K 1.12% 29
2023
Q2 		$5.06M Buy
126,603
+4,310
+4% +$164K 1.16% 29
2023
Q1 		$5M Buy
122,293
+3,535
+3% +$147K 1.18% 28
2022
Q4 		$4.51M Buy
118,758
+25,949
+28% +$907K 1.07% 21
2022
Q3 		$2.54M Buy
92,809
+4,539
+5% +$133K 0.63% 35
2022
Q2 		$2.38M Buy
88,270
+15,049
+21% +$602K 0.55% 40
2022
Q1 		$3.68M Sell
73,221
-46,451
-39% -$2.06M 0.75% 30
2021
Q4 		$5.3M Sell
119,672
-7,066
-6% -$268K 1.09% 23
2021
Q3 		$4.13M Buy
126,738
+142
+0.1% +$5K 0.81% 27
2021
Q2 		$4.39M Buy
126,596
+2,924
+2% +$114K 0.87% 29
2021
Q1 		$4.44M Buy
123,672
+109
+0.1% +$3.54K 0.91% 27
2020
Q4 		$3.92M Buy
123,563
+5,674
+5% +$118K 0.83% 27
2020
Q3 		$1.99M Buy
117,889
+19,602
+20% +$283K 0.53% 33
2020
Q2 		$1.27M Buy
+98,287
New +$901K 1.6% 28

Other funds holding FCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Affinity Wealth Management's FCX Position: Q2 2026 in Review

Affinity Wealth Management opened a new position in Freeport-McMoran (FCX) in Q2 2026: 3,196 shares worth $201K. The stake represents 0.03% of the portfolio and ranks #112 among its holdings. This is a return to the name: Affinity Wealth Management previously reported a position in FCX as recently as Q4 2024.

Affinity Wealth Management first reported a position in FCX in Q2 2020 and has held it in 20 quarters since. The position peaked at $6.25M in Q3 2024. 1,888 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Affinity Wealth Management held 3,196 shares of Freeport-McMoran worth $201K as of Q2 2026.
  • Freeport-McMoran was a new Affinity Wealth Management position in Q2 2026.
  • Freeport-McMoran made up 0.03% of Affinity Wealth Management's portfolio in Q2 2026, its #112 holding.
  • Affinity Wealth Management first reported a position in Freeport-McMoran in Q2 2020 and has held it in 20 quarters since.
  • Affinity Wealth Management's Freeport-McMoran position peaked at $6.25M in Q3 2024.
  • 1,888 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Affinity Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.