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Bernard Wealth Management’s Freeport-McMoran FCX Stock Holding History

Bernard 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 		$48.9K Hold
778
– – 0.02% 136
2026
Q1 		$45.7K Hold
778
– – 0.02% 133
2025
Q4 		$39.5K Hold
778
– – 0.02% 140
2025
Q3 		$30.5K Sell
778
-150
-16% -$6.51K 0.01% 156
2025
Q2 		$40.2K Hold
928
– – 0.02% 136
2025
Q1 		$35.1K Hold
928
– – 0.02% 147
2024
Q4 		$35.3K Buy
+928
New +$41.5K 0.02% 144

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

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

Bernard Wealth Management held its Freeport-McMoran (FCX) position steady in Q2 2026 at 778 shares worth $48.9K. The position accounts for 0.02% of the portfolio, ranked #136.

Bernard Wealth Management first reported a position in FCX in Q4 2024 and has held it in 7 quarters since. 1,892 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Bernard Wealth Management held 778 shares of Freeport-McMoran worth $48.9K as of Q2 2026.
  • Bernard Wealth Management left its Freeport-McMoran share count unchanged in Q2 2026.
  • Freeport-McMoran made up 0.02% of Bernard Wealth Management's portfolio in Q2 2026, its #136 holding.
  • Bernard Wealth Management first reported a position in Freeport-McMoran in Q4 2024 and has held it in 7 quarters since.
  • 1,892 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.