Athena Wealth Management
FCX icon

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
Q3 		$1.66M Sell
23,689
-286
-1% -$19.5K 1.19% 17
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Athena Wealth Management's FCX Position: Q3 2026 in Review

Athena Wealth Management reduced its Freeport-McMoran (FCX) stake by 1.2% in Q3 2026, selling an estimated $19.5K and leaving 23,689 shares worth $1.66M. The position accounts for 1.19% of the portfolio, ranked #17.

Athena Wealth Management first reported a position in FCX in Q4 2025 and has held it in 4 quarters since. 1,272 funds tracked by Wall St. Rank hold FCX as of Q3 2026.

  • Athena Wealth Management held 23,689 shares of Freeport-McMoran worth $1.66M as of Q3 2026.
  • Athena Wealth Management sold 286 Freeport-McMoran shares in Q3 2026, an estimated $19.5K.
  • Freeport-McMoran made up 1.19% of Athena Wealth Management's portfolio in Q3 2026, its #17 holding.
  • Athena Wealth Management first reported a position in Freeport-McMoran in Q4 2025 and has held it in 4 quarters since.
  • 1,272 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2026.

Based on Athena Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.