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Bartlett & Co Wealth Management’s Freeport-McMoran FCX Stock Holding History

Bartlett & Co 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 		$304K Buy
4,841
+95
+2% +$6.11K ﹤0.01% 418
2026
Q1 		$264K Buy
4,746
+22
+0.5% +$1.33K ﹤0.01% 418
2025
Q4 		$240K Sell
4,724
-1,093
-19% -$47.4K ﹤0.01% 431
2025
Q3 		$228K Sell
5,817
-138
-2% -$5.99K ﹤0.01% 432
2025
Q2 		$258K Sell
5,955
-169
-3% -$6.42K ﹤0.01% 412
2025
Q1 		$232K Sell
6,124
-7,352
-55% -$281K ﹤0.01% 425
2024
Q4 		$513K Hold
13,476
– – 0.01% 319
2024
Q3 		$673K Sell
13,476
-4,675
-26% -$211K 0.01% 298
2024
Q2 		$882K Sell
18,151
-12,264
-40% -$618K 0.01% 267
2024
Q1 		$1.43M Sell
30,415
-4,230
-12% -$171K 0.02% 229
2023
Q4 		$1.49M Sell
34,645
-5,840
-14% -$216K 0.02% 233
2023
Q3 		$1.51M Sell
40,485
-1,105
-3% -$44.5K 0.03% 218
2023
Q2 		$1.66M Buy
41,590
+39,700
+2,101% +$1.51M 0.03% 215
2023
Q1 		$77.3K Sell
1,890
-1,100
-37% -$45.8K ﹤0.01% 501
2022
Q4 		$114K Hold
2,990
– – ﹤0.01% 455
2022
Q3 		$81.7K Sell
2,990
-42
-1% -$1.23K ﹤0.01% 486
2022
Q2 		$88.7K Buy
3,032
+142
+5% +$5.68K ﹤0.01% 478
2022
Q1 		$144K Buy
+2,890
New +$128K ﹤0.01% 428
2021
Q4 		– Sell
-1,890
Closed -$61.5K – 556
2021
Q3 		$61.5K Hold
1,890
– – ﹤0.01% 476
2021
Q2 		$70.1K Hold
1,890
– – ﹤0.01% 459
2021
Q1 		$62.2K Sell
1,890
-300
-14% -$9.73K ﹤0.01% 499
2020
Q4 		$57K Hold
2,190
– – ﹤0.01% 509
2020
Q3 		$34.3K Buy
2,190
+300
+16% +$4.33K ﹤0.01% 543
2020
Q2 		$21.9K Sell
1,890
-1,000
-35% -$9.16K ﹤0.01% 602
2020
Q1 		$19.5K Buy
2,890
+1,000
+53% +$10.5K ﹤0.01% 589
2019
Q4 		$24.8K Sell
1,890
-123
-6% -$1.35K ﹤0.01% 631
2019
Q3 		$19.3K Buy
2,013
+1,677
+499% +$17.2K ﹤0.01% 660
2019
Q2 		$3.9K Buy
+336
New +$3.91K ﹤0.01% 641

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

Bartlett & Co Wealth Management's FCX Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Freeport-McMoran (FCX) stake by 2% in Q2 2026, buying an estimated $6.11K and bringing the position to 4,841 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

Bartlett & Co Wealth Management first reported a position in FCX in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.66M in Q2 2023. 1,888 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Bartlett & Co Wealth Management held 4,841 shares of Freeport-McMoran worth $304K as of Q2 2026.
  • Bartlett & Co Wealth Management bought 95 Freeport-McMoran shares in Q2 2026, an estimated $6.11K.
  • Freeport-McMoran made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #418 holding.
  • Bartlett & Co Wealth Management first reported a position in Freeport-McMoran in Q2 2019 and has held it in 28 quarters since.
  • Bartlett & Co Wealth Management's Freeport-McMoran position peaked at $1.66M in Q2 2023.
  • 1,888 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.