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

Avaii 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
Q1 		$322K Buy
5,483
+288
+6% +$17.4K 0.11% 111
2025
Q4 		$264K Sell
5,195
-478
-8% -$20.7K 0.1% 122
2025
Q3 		$222K Buy
+5,673
New +$246K 0.08% 137
2022
Q2 		– Sell
-9,573
Closed -$476K – 107
2022
Q1 		$476K Buy
+9,573
New +$424K 0.44% 37

Other funds holding FCX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Avaii Wealth Management's FCX Position: Q1 2026 in Review

Avaii Wealth Management increased its Freeport-McMoran (FCX) stake by 5.5% in Q1 2026, buying an estimated $17.4K and bringing the position to 5,483 shares worth $322K. The position accounts for 0.11% of the portfolio, ranked #111.

Avaii Wealth Management first reported a position in FCX in Q1 2022 and has held it in 4 quarters since. The position peaked at $476K in Q1 2022. 1,847 funds tracked by Wall St. Rank hold FCX as of Q1 2026.

  • Avaii Wealth Management held 5,483 shares of Freeport-McMoran worth $322K as of Q1 2026.
  • Avaii Wealth Management bought 288 Freeport-McMoran shares in Q1 2026, an estimated $17.4K.
  • Freeport-McMoran made up 0.11% of Avaii Wealth Management's portfolio in Q1 2026, its #111 holding.
  • Avaii Wealth Management first reported a position in Freeport-McMoran in Q1 2022 and has held it in 4 quarters since.
  • Avaii Wealth Management's Freeport-McMoran position peaked at $476K in Q1 2022.
  • 1,847 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.