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Bullock Wealth Management’s Southern Copper SCCO Stock Holding History

Bullock 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 		$78.8K Sell
473
-2
-0.4% -$359 0.03% 239
2026
Q1 		$82.7K Sell
475
-3
-0.6% -$542 0.04% 230
2025
Q4 		$66.6K Sell
478
-3
-0.6% -$392 0.03% 232
2025
Q3 		$56.8K Sell
481
-282
-37% -$27.4K 0.03% 249
2025
Q2 		$74.2K Sell
763
-516
-40% -$44.9K 0.04% 216
2025
Q1 		$113K Sell
1,279
-604
-32% -$53.6K 0.06% 191
2024
Q4 		$161K Sell
1,883
-198
-10% -$19.5K 0.09% 172
2024
Q3 		$227K Buy
2,081
+294
+16% +$28.6K 0.14% 131
2024
Q2 		$180K Buy
1,787
+1,167
+188% +$123K 0.12% 145
2024
Q1 		$60.8K Buy
+620
New +$48.9K 0.04% 229

Other funds holding SCCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bullock Wealth Management's SCCO Position: Q2 2026 in Review

Bullock Wealth Management reduced its Southern Copper (SCCO) stake by 0.42% in Q2 2026, selling an estimated $359 and leaving 473 shares worth $78.8K. The position accounts for 0.03% of the portfolio, ranked #239.

Bullock Wealth Management first reported a position in SCCO in Q1 2024 and has held it in 10 quarters since. The position peaked at $227K in Q3 2024. 864 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

  • Bullock Wealth Management held 473 shares of Southern Copper worth $78.8K as of Q2 2026.
  • Bullock Wealth Management sold 2 Southern Copper shares in Q2 2026, an estimated $359.
  • Southern Copper made up 0.03% of Bullock Wealth Management's portfolio in Q2 2026, its #239 holding.
  • Bullock Wealth Management first reported a position in Southern Copper in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's Southern Copper position peaked at $227K in Q3 2024.
  • 864 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.