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

Athena 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 		$1.51M Buy
23,975
+1,965
+9% +$126K 1.12% 16
2026
Q1 		$1.29M Buy
22,010
+7,764
+54% +$469K 1.06% 19
2025
Q4 		$724K Buy
+14,246
New +$617K 0.7% 31

Other funds holding FCX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
DKAM
Drummond Knight Asset Management Crows Nest, NSW, Australia $545M AUM 73.62% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
PTEAP
Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland $297M AUM 41.74% 1-Year Est. Return
GPTE
Generali Powszechne Towarzystwo Emerytalne Warsaw, Poland $631M AUM 32.98% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

Athena Wealth Management increased its Freeport-McMoran (FCX) stake by 8.9% in Q2 2026, buying an estimated $126K and bringing the position to 23,975 shares worth $1.51M. The position accounts for 1.12% of the portfolio, ranked #16.

Athena Wealth Management first reported a position in FCX in Q4 2025 and has held it in 3 quarters since. 440 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Athena Wealth Management held 23,975 shares of Freeport-McMoran worth $1.51M as of Q2 2026.
  • Athena Wealth Management bought 1,965 Freeport-McMoran shares in Q2 2026, an estimated $126K.
  • Freeport-McMoran made up 1.12% of Athena Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Athena Wealth Management first reported a position in Freeport-McMoran in Q4 2025 and has held it in 3 quarters since.
  • 440 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.