Avalon Capital Management’s Freeport-McMoran FCX Stock Holding History

Avalon Capital 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	$348K	Sell	5,540 -50	-0.9%	-$3.21K	0.08%	88
2026 Q1	$329K	Hold	5,590	–	–	0.09%	90
2025 Q4	$284K	Hold	5,590	–	–	0.07%	114
2025 Q3	$219K	Hold	5,590	–	–	0.05%	128
2025 Q2	$242K	Hold	5,590	–	–	0.07%	114
2025 Q1	$212K	Hold	5,590	–	–	0.06%	118
2024 Q4	$213K	Hold	5,590	–	–	0.07%	125
2024 Q3	$279K	Sell	5,590 -100	-2%	-$4.51K	0.08%	109
2024 Q2	$277K	Buy	5,690 +50	+0.9%	+$2.52K	0.09%	101
2024 Q1	$265K	Hold	5,640	–	–	0.11%	82
2023 Q4	$240K	Buy	+5,640	New	+$208K	0.1%	85
2017 Q2	–	Sell	-80,937	Closed	-$1.08M	–	80
2017 Q1	$1.08M	Buy	80,937 +29,395	+57%	+$422K	0.75%	45
2016 Q4	$680K	Sell	51,542 -17,432	-25%	-$223K	0.52%	53
2016 Q3	$749K	Buy	+68,974	New	+$793K	0.58%	48
2014 Q3	–	Sell	-24,662	Closed	-$900K	–	79
2014 Q2	$900K	Buy	+24,662	New	+$844K	0.75%	48
2014 Q1	–	Sell	-8,559	Closed	-$323K	–	103
2013 Q4	$323K	Sell	8,559 -62,480	-88%	-$2.21M	0.27%	84
2013 Q3	$2.35M	Buy	+71,039	New	+$2.17M	2.32%	12

Other funds holding FCX

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Avalon Capital Management's FCX Position: Q2 2026 in Review

Avalon Capital Management reduced its Freeport-McMoran (FCX) stake by 0.89% in Q2 2026, selling an estimated $3.21K and leaving 5,540 shares worth $348K. The position accounts for 0.08% of the portfolio, ranked #88.

Avalon Capital Management first reported a position in FCX in Q3 2013 and has held it in 17 quarters since. The position peaked at $2.35M in Q3 2013. 780 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

Avalon Capital Management held 5,540 shares of Freeport-McMoran worth $348K as of Q2 2026.
Avalon Capital Management sold 50 Freeport-McMoran shares in Q2 2026, an estimated $3.21K.
Freeport-McMoran made up 0.08% of Avalon Capital Management's portfolio in Q2 2026, its #88 holding.
Avalon Capital Management first reported a position in Freeport-McMoran in Q3 2013 and has held it in 17 quarters since.
Avalon Capital Management's Freeport-McMoran position peaked at $2.35M in Q3 2013.
780 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Avalon Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.