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

Avior 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 		$4.41M Buy
70,127
+935
+1% +$60.1K 0.12% 160
2026
Q1 		$4.07M Sell
69,192
-565
-0.8% -$34.1K 0.12% 165
2025
Q4 		$3.54M Buy
69,757
+62,471
+857% +$2.71M 0.11% 141
2025
Q3 		$286K Buy
7,286
+30
+0.4% +$1.3K 0.01% 608
2025
Q2 		$315K Sell
7,256
-61,887
-90% -$2.35M 0.01% 558
2025
Q1 		$2.62M Sell
69,143
-261
-0.4% -$9.99K 0.1% 151
2024
Q4 		$2.64M Buy
69,404
+2,514
+4% +$112K 0.1% 149
2024
Q3 		$3.34M Buy
66,890
+1,034
+2% +$46.6K 0.13% 123
2024
Q2 		$3.2M Buy
65,856
+12,354
+23% +$623K 0.14% 129
2024
Q1 		$2.52M Buy
53,502
+51,822
+3,085% +$2.09M 0.12% 140
2023
Q4 		$71.5K Hold
1,680
– – ﹤0.01% 677
2023
Q3 		$62.6K Buy
1,680
+490
+41% +$19.7K ﹤0.01% 719
2023
Q2 		$47.6K Sell
1,190
-4,918
-81% -$187K ﹤0.01% 771
2023
Q1 		$250K Hold
6,108
– – 0.02% 485
2022
Q4 		$232K Hold
6,108
– – 0.02% 445
2022
Q3 		$166K Buy
6,108
+300
+5% +$8.78K 0.01% 471
2022
Q2 		$169K Sell
5,808
-754
-11% -$30.2K 0.02% 439
2022
Q1 		$325K Buy
6,562
+604
+10% +$26.8K 0.03% 369
2021
Q4 		$247K Buy
5,958
+1,000
+20% +$38K 0.02% 406
2021
Q3 		$161K Buy
+4,958
New +$175K 0.01% 439
2019
Q1 		– Sell
-469
Closed -$4K – 668
2018
Q4 		$4K Buy
+469
New +$5.47K ﹤0.01% 631

Other funds holding FCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Avior Wealth Management increased its Freeport-McMoran (FCX) stake by 1.4% in Q2 2026, buying an estimated $60.1K and bringing the position to 70,127 shares worth $4.41M. The position accounts for 0.12% of the portfolio, ranked #160.

Avior Wealth Management first reported a position in FCX in Q4 2018 and has held it in 21 quarters since. 1,888 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Avior Wealth Management held 70,127 shares of Freeport-McMoran worth $4.41M as of Q2 2026.
  • Avior Wealth Management bought 935 Freeport-McMoran shares in Q2 2026, an estimated $60.1K.
  • Freeport-McMoran made up 0.12% of Avior Wealth Management's portfolio in Q2 2026, its #160 holding.
  • Avior Wealth Management first reported a position in Freeport-McMoran in Q4 2018 and has held it in 21 quarters since.
  • 1,888 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.