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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bernard Wealth Management's FCX Position: Q1 2026 in Review

Bernard Wealth Management held its Freeport-McMoran (FCX) position steady in Q1 2026 at 778 shares worth $45.7K. The position accounts for 0.02% of the portfolio, ranked #133.

Bernard Wealth Management first reported a position in FCX in Q4 2024 and has held it in 6 quarters since. 1,847 funds tracked by Wall St. Rank hold FCX as of Q1 2026.

  • Bernard Wealth Management held 778 shares of Freeport-McMoran worth $45.7K as of Q1 2026.
  • Bernard Wealth Management left its Freeport-McMoran share count unchanged in Q1 2026.
  • Freeport-McMoran made up 0.02% of Bernard Wealth Management's portfolio in Q1 2026, its #133 holding.
  • Bernard Wealth Management first reported a position in Freeport-McMoran in Q4 2024 and has held it in 6 quarters since.
  • 1,847 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.