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 Q2	$304K	Sell	4,829 -654	-12%	-$42K	0.09%	137
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Avaii Wealth Management reduced its Freeport-McMoran (FCX) stake by 12% in Q2 2026, selling an estimated $42K and leaving 4,829 shares worth $304K. The position accounts for 0.09% of the portfolio, ranked #137.

Avaii Wealth Management first reported a position in FCX in Q1 2022 and has held it in 5 quarters since. The position peaked at $476K in Q1 2022. 1,892 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

Avaii Wealth Management held 4,829 shares of Freeport-McMoran worth $304K as of Q2 2026.
Avaii Wealth Management sold 654 Freeport-McMoran shares in Q2 2026, an estimated $42K.
Freeport-McMoran made up 0.09% of Avaii Wealth Management's portfolio in Q2 2026, its #137 holding.
Avaii Wealth Management first reported a position in Freeport-McMoran in Q1 2022 and has held it in 5 quarters since.
Avaii Wealth Management's Freeport-McMoran position peaked at $476K in Q1 2022.
1,892 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Avaii Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.