Bard Financial Services’s Freeport-McMoran FCX Stock Holding History

Bard Financial Services’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
2025 Q3	$231K	Hold	5,885	–	–	0.03%	187
2025 Q2	$255K	Hold	5,885	–	–	0.03%	183
2025 Q1	$223K	Sell	5,885 -825	-12%	-$31.6K	0.03%	190
2024 Q4	$256K	Hold	6,710	–	–	0.03%	179
2024 Q3	$335K	Sell	6,710 -1,500	-18%	-$67.6K	0.04%	173
2024 Q2	$399K	Hold	8,210	–	–	0.04%	165
2024 Q1	$386K	Buy	8,210 +165	+2%	+$6.66K	0.04%	175
2023 Q4	$342K	Buy	8,045 +45	+0.6%	+$1.66K	0.04%	178
2023 Q3	$298K	Buy	8,000 +500	+7%	+$20.1K	0.04%	178
2023 Q2	$300K	Hold	7,500	–	–	0.02%	256
2023 Q1	$307K	Hold	7,500	–	–	0.02%	255
2022 Q4	$285K	Sell	7,500 -250	-3%	-$8.74K	0.02%	249
2022 Q3	$212K	Buy	7,750 +750	+11%	+$22K	0.02%	267
2022 Q2	$205K	Buy	7,000 +250	+4%	+$10K	0.02%	270
2022 Q1	$336K	Buy	+6,750	New	+$299K	0.03%	230

Other funds holding FCX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bard Financial Services's FCX Position: Q3 2025 in Review

Bard Financial Services held its Freeport-McMoran (FCX) position steady in Q3 2025 at 5,885 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #187.

Bard Financial Services first reported a position in FCX in Q1 2022 and has held it in 15 quarters since. The position peaked at $399K in Q2 2024. 1,524 funds tracked by Wall St. Rank hold FCX as of Q3 2025.

Bard Financial Services held 5,885 shares of Freeport-McMoran worth $231K as of Q3 2025.
Bard Financial Services left its Freeport-McMoran share count unchanged in Q3 2025.
Freeport-McMoran made up 0.03% of Bard Financial Services's portfolio in Q3 2025, its #187 holding.
Bard Financial Services first reported a position in Freeport-McMoran in Q1 2022 and has held it in 15 quarters since.
Bard Financial Services's Freeport-McMoran position peaked at $399K in Q2 2024.
1,524 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.