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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
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
SC
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

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. 95 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.
  • 95 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.