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

Biltmore 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 		$257K Sell
4,370
-4
-0.1% -$242 0.09% 55
2025
Q4 		$222K Sell
4,374
-9,945
-69% -$431K 0.08% 56
2025
Q3 		$562K Sell
14,319
-400
-3% -$17.4K 0.21% 42
2025
Q2 		$638K Sell
14,719
-484
-3% -$18.4K 0.26% 34
2025
Q1 		$576K Sell
15,203
-101
-0.7% -$3.86K 0.24% 38
2024
Q4 		$583K Sell
15,304
-5
-0% -$224 0.24% 37
2024
Q3 		$764K Sell
15,309
-239
-2% -$10.8K 0.31% 30
2024
Q2 		$756K Sell
15,548
-1,053
-6% -$53.1K 0.33% 29
2024
Q1 		$707K Hold
16,601
– – 0.34% 33
2023
Q4 		$707K Buy
16,601
+71
+0.4% +$2.62K 0.34% 33
2023
Q3 		$616K Buy
16,530
+58
+0.4% +$2.34K 0.3% 33
2023
Q2 		$659K Sell
16,472
-2,721
-14% -$104K 0.28% 33
2023
Q1 		$785K Sell
19,193
-265
-1% -$11K 0.32% 28
2022
Q4 		$739K Buy
19,458
+79
+0.4% +$2.76K 0.32% 28
2022
Q3 		$530K Buy
19,379
+1,026
+6% +$30K 0.24% 36
2022
Q2 		$537K Sell
18,353
-139
-0.8% -$5.56K 0.24% 34
2022
Q1 		$920K Sell
18,492
-203
-1% -$8.99K 0.36% 24
2021
Q4 		$780K Sell
18,695
-2,518
-12% -$95.7K 0.29% 33
2021
Q3 		$690K Buy
21,213
+1,082
+5% +$38.1K 0.28% 36
2021
Q2 		$747K Sell
20,131
-1,034
-5% -$40.3K 0.3% 30
2021
Q1 		$697K Buy
+21,165
New +$686K 0.3% 29

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

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

Biltmore Wealth Management reduced its Freeport-McMoran (FCX) stake by 0.09% in Q1 2026, selling an estimated $242 and leaving 4,370 shares worth $257K. The position accounts for 0.09% of the portfolio, ranked #55.

Biltmore Wealth Management first reported a position in FCX in Q1 2021 and has held it in 21 quarters since. The position peaked at $920K in Q1 2022. 1,847 funds tracked by Wall St. Rank hold FCX as of Q1 2026.

  • Biltmore Wealth Management held 4,370 shares of Freeport-McMoran worth $257K as of Q1 2026.
  • Biltmore Wealth Management sold 4 Freeport-McMoran shares in Q1 2026, an estimated $242.
  • Freeport-McMoran made up 0.09% of Biltmore Wealth Management's portfolio in Q1 2026, its #55 holding.
  • Biltmore Wealth Management first reported a position in Freeport-McMoran in Q1 2021 and has held it in 21 quarters since.
  • Biltmore Wealth Management's Freeport-McMoran position peaked at $920K in Q1 2022.
  • 1,847 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2026.

Based on Biltmore Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.