Baldwin Wealth Partners’s Freeport-McMoran FCX Stock Holding History

Baldwin Wealth Partners’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	$239K	Hold	3,420	–	–	0.02%	209
2026 Q2	$215K	Hold	3,420	–	–	0.01%	219
2026 Q1	$201K	Buy	+3,420	New	+$207K	0.01%	218
2024 Q4	–	Sell	-4,810	Closed	-$240K	–	511
2024 Q3	$240K	Buy	4,810 +808	+20%	+$36.4K	0.02%	302
2024 Q2	$194K	Sell	4,002 -1,141	-22%	-$57.5K	0.02%	200
2024 Q1	$242K	Sell	5,143 -1,380	-21%	-$55.7K	0.02%	196
2023 Q4	$278K	Sell	6,523 -59,736	-90%	-$2.21M	0.02%	186
2023 Q3	$2.47M	Buy	66,259 +98	+0.1%	+$3.95K	0.21%	79
2023 Q2	$2.65M	Sell	66,161 -908	-1%	-$34.6K	0.22%	82
2023 Q1	$2.74M	Buy	67,069 +953	+1%	+$39.6K	0.24%	83
2022 Q4	$2.51M	Buy	+66,116	New	+$2.31M	0.23%	86
2022 Q3	–	Sell	-57	Closed	-$2K	–	678
2022 Q2	$2K	Hold	57	–	–	﹤0.01%	649
2022 Q1	$3K	Hold	57	–	–	﹤0.01%	628
2021 Q4	$2K	Hold	57	–	–	﹤0.01%	602
2021 Q3	$2K	Hold	57	–	–	﹤0.01%	619
2021 Q2	$2K	Buy	+57	New	+$2.22K	﹤0.01%	626

Other funds holding FCX

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Pacific Heights Asset Management San Francisco, California $3.1B AUM 37.54% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Baldwin Wealth Partners's FCX Position: Q3 2026 in Review

Baldwin Wealth Partners held its Freeport-McMoran (FCX) position steady in Q3 2026 at 3,420 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #209.

Baldwin Wealth Partners first reported a position in FCX in Q2 2021 and has held it in 16 quarters since. The position peaked at $2.74M in Q1 2023. 888 funds tracked by Wall St. Rank hold FCX as of Q3 2026.

Baldwin Wealth Partners held 3,420 shares of Freeport-McMoran worth $239K as of Q3 2026.
Baldwin Wealth Partners left its Freeport-McMoran share count unchanged in Q3 2026.
Freeport-McMoran made up 0.02% of Baldwin Wealth Partners's portfolio in Q3 2026, its #209 holding.
Baldwin Wealth Partners first reported a position in Freeport-McMoran in Q2 2021 and has held it in 16 quarters since.
Baldwin Wealth Partners's Freeport-McMoran position peaked at $2.74M in Q1 2023.
888 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2026.

Based on Baldwin Wealth Partners's 13F filing for Q3 2026, filed 13 Oct 2026.