Calton & Associates’s Freeport-McMoran FCX Stock Holding History

Calton & Associates’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	$328K	Buy	+5,213	New	+$335K	0.05%	294
2026 Q1	–	Sell	-9,009	Closed	-$458K	–	456
2025 Q4	$458K	Sell	9,009 -2,374	-21%	-$103K	0.07%	259
2025 Q3	$446K	Buy	+11,383	New	+$494K	0.07%	253
2024 Q4	–	Sell	-4,115	Closed	-$205K	–	221
2024 Q3	$205K	Buy	+4,115	New	+$185K	0.08%	218
2022 Q2	–	Sell	-5,835	Closed	-$290K	–	280
2022 Q1	$290K	Buy	+5,835	New	+$258K	0.09%	253
2021 Q1	–	Sell	-15,229	Closed	-$396K	–	409
2020 Q4	$396K	Buy	+15,229	New	+$317K	0.07%	217
2018 Q3	–	Sell	-11,196	Closed	-$172K	–	297
2018 Q2	$172K	Buy	+11,196	New	+$190K	0.05%	270
2018 Q1	–	Sell	-1,682	Closed	-$32K	–	642
2017 Q4	$32K	Buy	+1,682	New	+$25.4K	0.01%	793

Other funds holding FCX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Calton & Associates's FCX Position: Q2 2026 in Review

Calton & Associates opened a new position in Freeport-McMoran (FCX) in Q2 2026: 5,213 shares worth $328K. The stake represents 0.05% of the portfolio and ranks #294 among its holdings. This is a return to the name: Calton & Associates previously reported a position in FCX as recently as Q4 2025.

Calton & Associates first reported a position in FCX in Q4 2017 and has held it in 8 quarters since. The position peaked at $458K in Q4 2025. 1,886 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

Calton & Associates held 5,213 shares of Freeport-McMoran worth $328K as of Q2 2026.
Freeport-McMoran was a new Calton & Associates position in Q2 2026.
Freeport-McMoran made up 0.05% of Calton & Associates's portfolio in Q2 2026, its #294 holding.
Calton & Associates first reported a position in Freeport-McMoran in Q4 2017 and has held it in 8 quarters since.
Calton & Associates's Freeport-McMoran position peaked at $458K in Q4 2025.
1,886 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.