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Bogart Wealth LLC’s Freeport-McMoran FCX Stock Holding History

Bogart Wealth LLC’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 		$88.7K Buy
1,410
+154
+12% +$9.9K ﹤0.01% 402
2026
Q1 		$73.8K Buy
1,256
+385
+44% +$23.3K ﹤0.01% 411
2025
Q4 		$44.2K Buy
871
+24
+3% +$1.04K ﹤0.01% 499
2025
Q3 		$33.2K Buy
847
+22
+3% +$954 ﹤0.01% 543
2025
Q2 		$35.8K Sell
825
-349
-30% -$13.3K ﹤0.01% 510
2025
Q1 		$44.4K Buy
1,174
+408
+53% +$15.6K ﹤0.01% 441
2024
Q4 		$29.2K Buy
766
+222
+41% +$9.93K ﹤0.01% 502
2024
Q3 		$27.2K Hold
544
– – ﹤0.01% 501
2024
Q2 		$26.4K Hold
544
– – ﹤0.01% 493
2024
Q1 		$25.6K Hold
544
– – ﹤0.01% 473
2023
Q4 		$23.2K Hold
544
– – ﹤0.01% 484
2023
Q3 		$20.3K Hold
544
– – ﹤0.01% 480
2023
Q2 		$21.8K Sell
544
-48
-8% -$1.83K ﹤0.01% 448
2023
Q1 		$24.2K Buy
592
+448
+311% +$18.6K ﹤0.01% 428
2022
Q4 		$5.46K Sell
144
-109
-43% -$3.81K ﹤0.01% 647
2022
Q3 		$7K Buy
253
+128
+102% +$3.75K ﹤0.01% 628
2022
Q2 		$4K Buy
125
+77
+160% +$3.08K ﹤0.01% 667
2022
Q1 		$2K Sell
48
-103
-68% -$4.56K ﹤0.01% 671
2021
Q4 		$6K Hold
151
– – ﹤0.01% 533
2021
Q3 		$5K Buy
+151
New +$5.32K ﹤0.01% 535

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

Bogart Wealth LLC's FCX Position: Q2 2026 in Review

Bogart Wealth LLC increased its Freeport-McMoran (FCX) stake by 12% in Q2 2026, buying an estimated $9.9K and bringing the position to 1,410 shares worth $88.7K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

Bogart Wealth LLC first reported a position in FCX in Q3 2021 and has held it in 20 quarters since. 1,888 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Bogart Wealth LLC held 1,410 shares of Freeport-McMoran worth $88.7K as of Q2 2026.
  • Bogart Wealth LLC bought 154 Freeport-McMoran shares in Q2 2026, an estimated $9.9K.
  • Freeport-McMoran made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #402 holding.
  • Bogart Wealth LLC first reported a position in Freeport-McMoran in Q3 2021 and has held it in 20 quarters since.
  • 1,888 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.