Blue Bell Private Wealth Management’s Southern Copper SCCO Stock Holding History

Blue Bell Private Wealth Management’s Portfolio SCCO Stock Details SCCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-65	Closed	-$11K	–	749
2026 Q1	$11K	Sell	65 -1	-2%	-$181	﹤0.01%	562
2025 Q4	$9.18K	Sell	66 -1	-1%	-$131	﹤0.01%	565
2025 Q3	$7.77K	Hold	67	–	–	﹤0.01%	565
2025 Q2	$6.47K	Sell	67 -1	-1%	-$87	﹤0.01%	561
2025 Q1	$5.98K	Hold	68	–	–	﹤0.01%	561
2024 Q4	$5.83K	Sell	68 -1	-1%	-$99	﹤0.01%	536
2024 Q3	$7.4K	Hold	69	–	–	﹤0.01%	545
2024 Q2	$6.89K	Sell	69 -1	-1%	-$105	﹤0.01%	550
2024 Q1	$6.82K	Hold	70	–	–	﹤0.01%	549
2023 Q4	$5.51K	Hold	70	–	–	﹤0.01%	556
2023 Q3	$4.82K	Hold	70	–	–	﹤0.01%	503
2023 Q2	$4.59K	Hold	70	–	–	﹤0.01%	511
2023 Q1	$4.88K	Hold	70	–	–	﹤0.01%	464
2022 Q4	$3.87K	Hold	70	–	–	﹤0.01%	495
2022 Q3	$3K	Hold	70	–	–	﹤0.01%	563
2022 Q2	$3K	Hold	70	–	–	﹤0.01%	604
2022 Q1	$5K	Hold	70	–	–	﹤0.01%	560
2021 Q4	$4K	Buy	+70	New	+$3.86K	﹤0.01%	574
2016 Q4	–	Sell	-110	Closed	-$3K	–	373
2016 Q3	$3K	Hold	110	–	–	﹤0.01%	404
2016 Q2	$3K	Hold	110	–	–	﹤0.01%	409
2016 Q1	$3K	Sell	110 -443	-80%	-$10.3K	﹤0.01%	411
2015 Q4	$13K	Sell	553 -219	-28%	-$5.41K	0.01%	350
2015 Q3	$19K	Hold	772	–	–	0.01%	318
2015 Q2	$21K	Hold	772	–	–	0.01%	308
2015 Q1	$20K	Hold	772	–	–	0.01%	310
2014 Q4	$19K	Hold	772	–	–	0.01%	333
2014 Q3	$21K	Hold	772	–	–	0.01%	338
2014 Q2	$21K	Hold	772	–	–	0.01%	320
2014 Q1	$21K	Hold	772	–	–	0.01%	302
2013 Q4	$20K	Buy	+772	New	+$19.2K	0.02%	318

Other funds holding SCCO

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Blue Bell Private Wealth Management's SCCO Position: Q2 2026 in Review

Blue Bell Private Wealth Management sold out of Southern Copper (SCCO) in Q2 2026, closing a stake of 65 shares — an estimated $11K sold.

Blue Bell Private Wealth Management first reported a position in SCCO in Q4 2013 and held it in 30 quarters. The position peaked at $21K in Q2 2015. 864 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

Blue Bell Private Wealth Management reported no remaining Southern Copper position as of Q2 2026 after selling out during the quarter.
Blue Bell Private Wealth Management sold 65 Southern Copper shares in Q2 2026, an estimated $11K.
Blue Bell Private Wealth Management first reported a position in Southern Copper in Q4 2013 and held it in 30 quarters.
Blue Bell Private Wealth Management's Southern Copper position peaked at $21K in Q2 2015.
864 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.