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Cape Investment Advisory’s Freeport-McMoran FCX Stock Holding History

Cape Investment Advisory’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 		$46.2K Buy
+734
New +$47.2K 0.01% 519
2026
Q1 		– Sell
-227
Closed -$11.5K – 527
2025
Q4 		$11.5K Buy
227
+101
+80% +$4.38K ﹤0.01% 722
2025
Q3 		$4.94K Sell
126
-62
-33% -$2.69K ﹤0.01% 522
2025
Q2 		$8.15K Buy
188
+58
+45% +$2.2K ﹤0.01% 670
2025
Q1 		$4.92K Sell
130
-105
-45% -$4.02K ﹤0.01% 751
2024
Q4 		$8.96K Sell
235
-65
-22% -$2.91K ﹤0.01% 609
2024
Q3 		$15K Buy
+300
New +$13.5K 0.01% 501

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

Cape Investment Advisory's FCX Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Freeport-McMoran (FCX) in Q2 2026: 734 shares worth $46.2K. The stake represents 0.01% of the portfolio and ranks #519 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in FCX as recently as Q4 2025.

Cape Investment Advisory first reported a position in FCX in Q3 2024 and has held it in 7 quarters since. 1,886 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Cape Investment Advisory held 734 shares of Freeport-McMoran worth $46.2K as of Q2 2026.
  • Freeport-McMoran was a new Cape Investment Advisory position in Q2 2026.
  • Freeport-McMoran made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #519 holding.
  • Cape Investment Advisory first reported a position in Freeport-McMoran in Q3 2024 and has held it in 7 quarters since.
  • 1,886 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.