Avidian Wealth Enterprises’s Freeport-McMoran FCX Stock Holding History

Avidian Wealth Enterprises’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	$2.34M	Buy	33,398 +20,801	+165%	+$1.42M	0.07%	193
2026 Q2	$792K	Buy	12,597 +666	+6%	+$42.8K	0.02%	374
2026 Q1	$701K	Sell	11,931 -545	-4%	-$32.9K	0.02%	366
2025 Q4	$634K	Buy	12,476 +3,843	+45%	+$167K	0.02%	321
2025 Q3	$339K	Buy	+8,633	New	+$374K	0.01%	446
2025 Q1	–	Sell	-5,453	Closed	-$208K	–	531
2024 Q4	$208K	Buy	5,453 +389	+8%	+$17.4K	0.01%	481
2024 Q3	$253K	Sell	5,064 -263	-5%	-$11.9K	0.01%	431
2024 Q2	$259K	Buy	5,327 +790	+17%	+$39.8K	0.01%	422
2024 Q1	$213K	Buy	+4,537	New	+$183K	0.01%	413
2023 Q2	–	Sell	-7,715	Closed	-$316K	–	439
2023 Q1	$316K	Buy	+7,715	New	+$321K	0.02%	373

Other funds holding FCX

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

PBBUPS

PKO BP Bankowy Universal Pension Society Warsaw, Poland $340M AUM 228.33% 1-Year Est. Return

OGC

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KIG

Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

ISB

Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return

Avidian Wealth Enterprises's FCX Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Freeport-McMoran (FCX) stake by 165% in Q3 2026, buying an estimated $1.42M and bringing the position to 33,398 shares worth $2.34M. The position accounts for 0.07% of the portfolio, ranked #193.

Avidian Wealth Enterprises first reported a position in FCX in Q1 2023 and has held it in 10 quarters since. 87 funds tracked by Wall St. Rank hold FCX as of Q3 2026.

Avidian Wealth Enterprises held 33,398 shares of Freeport-McMoran worth $2.34M as of Q3 2026.
Avidian Wealth Enterprises bought 20,801 Freeport-McMoran shares in Q3 2026, an estimated $1.42M.
Freeport-McMoran made up 0.07% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #193 holding.
Avidian Wealth Enterprises first reported a position in Freeport-McMoran in Q1 2023 and has held it in 10 quarters since.
87 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.