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Balance Wealth’s Freeport-McMoran FCX Stock Holding History

Balance Wealth’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 		$371K Buy
5,902
+19
+0.3% +$1.22K 0.1% 112
2026
Q1 		$346K Buy
5,883
+10
+0.2% +$604 0.11% 114
2025
Q4 		$298K Sell
5,873
-5,697
-49% -$247K 0.1% 116
2025
Q3 		$454K Buy
+11,570
New +$502K 0.11% 96

Other funds holding FCX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PL
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
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
DKAM
Drummond Knight Asset Management Crows Nest, NSW, Australia $545M AUM 73.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Balance Wealth's FCX Position: Q2 2026 in Review

Balance Wealth increased its Freeport-McMoran (FCX) stake by 0.32% in Q2 2026, buying an estimated $1.22K and bringing the position to 5,902 shares worth $371K. The position accounts for 0.1% of the portfolio, ranked #112.

Balance Wealth first reported a position in FCX in Q3 2025 and has held it in 4 quarters since. The position peaked at $454K in Q3 2025. 535 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Balance Wealth held 5,902 shares of Freeport-McMoran worth $371K as of Q2 2026.
  • Balance Wealth bought 19 Freeport-McMoran shares in Q2 2026, an estimated $1.22K.
  • Freeport-McMoran made up 0.1% of Balance Wealth's portfolio in Q2 2026, its #112 holding.
  • Balance Wealth first reported a position in Freeport-McMoran in Q3 2025 and has held it in 4 quarters since.
  • Balance Wealth's Freeport-McMoran position peaked at $454K in Q3 2025.
  • 535 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.