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Annex Advisory Services’s Freeport-McMoran FCX Stock Holding History

Annex Advisory Services’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 		$47.6M Sell
756,244
-36,406
-5% -$2.34M 0.81% 35
2026
Q1 		$46.6M Sell
792,650
-165,132
-17% -$9.98M 0.87% 33
2025
Q4 		$48.6M Sell
957,782
-3,430
-0.4% -$149K 0.93% 37
2025
Q3 		$37.7M Buy
961,212
+44,313
+5% +$1.92M 0.8% 41
2025
Q2 		$39.7M Buy
916,899
+196,035
+27% +$7.45M 0.96% 30
2025
Q1 		$27.3M Buy
720,864
+128
+0% +$4.9K 0.77% 40
2024
Q4 		$27.4M Buy
720,736
+97,705
+16% +$4.37M 0.83% 31
2024
Q3 		$31.1M Buy
623,031
+20,473
+3% +$923K 1% 20
2024
Q2 		$29.3M Buy
602,558
+39,069
+7% +$1.97M 1.03% 17
2024
Q1 		$26.5M Buy
563,489
+78,375
+16% +$3.16M 0.94% 21
2023
Q4 		$20.7M Buy
485,114
+4,952
+1% +$183K 0.86% 27
2023
Q3 		$17.9M Buy
480,162
+62,456
+15% +$2.52M 1.08% 19
2023
Q2 		$16.7M Buy
417,706
+73,196
+21% +$2.79M 0.93% 23
2023
Q1 		$14.1M Sell
344,510
-125,057
-27% -$5.2M 0.76% 24
2022
Q4 		$17.8M Buy
469,567
+28,229
+6% +$987K 1.01% 15
2022
Q3 		$12.1M Buy
441,338
+169,282
+62% +$4.95M 0.81% 20
2022
Q2 		$7.96M Buy
272,056
+118,510
+77% +$4.74M 0.57% 30
2022
Q1 		$7.64M Buy
153,546
+18,901
+14% +$837K 0.56% 32
2021
Q4 		$5.62M Sell
134,645
-19,776
-13% -$751K 0.39% 48
2021
Q3 		$5.03M Buy
154,421
+20,937
+16% +$737K 0.41% 41
2021
Q2 		$4.96M Buy
133,484
+7,058
+6% +$275K 0.4% 42
2021
Q1 		$4.16M Buy
+126,426
New +$4.1M 0.4% 45

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

Annex Advisory Services's FCX Position: Q2 2026 in Review

Annex Advisory Services reduced its Freeport-McMoran (FCX) stake by 4.6% in Q2 2026, selling an estimated $2.34M and leaving 756,244 shares worth $47.6M. The position accounts for 0.81% of the portfolio, ranked #35.

Annex Advisory Services first reported a position in FCX in Q1 2021 and has held it in 22 quarters since. The position peaked at $48.6M in Q4 2025. 1,888 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Annex Advisory Services held 756,244 shares of Freeport-McMoran worth $47.6M as of Q2 2026.
  • Annex Advisory Services sold 36,406 Freeport-McMoran shares in Q2 2026, an estimated $2.34M.
  • Freeport-McMoran made up 0.81% of Annex Advisory Services's portfolio in Q2 2026, its #35 holding.
  • Annex Advisory Services first reported a position in Freeport-McMoran in Q1 2021 and has held it in 22 quarters since.
  • Annex Advisory Services's Freeport-McMoran position peaked at $48.6M in Q4 2025.
  • 1,888 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.