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Capital Advisors Inc’s Freeport-McMoran FCX Stock Holding History

Capital Advisors Inc’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 		$39M Buy
620,796
+162
+0% +$10.4K 0.57% 66
2026
Q1 		$36.5M Sell
620,634
-367,705
-37% -$22.2M 0.59% 66
2025
Q4 		$50.2M Sell
988,339
-2,483
-0.3% -$108K 0.81% 47
2025
Q3 		$38.9M Sell
990,822
-6,883
-0.7% -$299K 0.65% 63
2025
Q2 		$43.3M Buy
997,705
+206,379
+26% +$7.84M 0.78% 51
2025
Q1 		$30M Buy
791,326
+9,031
+1% +$346K 0.6% 70
2024
Q4 		$29.8M Sell
782,295
-3,459
-0.4% -$155K 0.59% 69
2024
Q3 		$39.2M Buy
785,754
+3,433
+0.4% +$155K 0.79% 49
2024
Q2 		$38M Buy
782,321
+15,784
+2% +$795K 0.79% 51
2024
Q1 		$36M Buy
766,537
+19,051
+3% +$769K 0.77% 54
2023
Q4 		$31.8M Buy
747,486
+17,696
+2% +$654K 0.71% 57
2023
Q3 		$27.2M Buy
729,790
+44,706
+7% +$1.8M 0.71% 57
2023
Q2 		$27.4M Sell
685,084
-101,495
-13% -$3.87M 0.7% 59
2023
Q1 		$32.2M Buy
786,579
+7,732
+1% +$322K 0.86% 45
2022
Q4 		$29.6M Sell
778,847
-1,018
-0.1% -$35.6K 0.84% 44
2022
Q3 		$21.6M Buy
779,865
+42,064
+6% +$1.23M 0.67% 58
2022
Q2 		$21.6M Buy
737,801
+203,029
+38% +$8.13M 0.65% 56
2022
Q1 		$26.6M Sell
534,772
-133,656
-20% -$5.92M 0.73% 55
2021
Q4 		$27.9M Buy
668,428
+218,755
+49% +$8.31M 0.75% 57
2021
Q3 		$14.6M Buy
449,673
+22,335
+5% +$786K 0.43% 82
2021
Q2 		$15.9M Buy
+427,338
New +$16.6M 0.48% 81

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

Capital Advisors Inc's FCX Position: Q2 2026 in Review

Capital Advisors Inc increased its Freeport-McMoran (FCX) stake by 0.03% in Q2 2026, buying an estimated $10.4K and bringing the position to 620,796 shares worth $39M. The position accounts for 0.57% of the portfolio, ranked #66.

Capital Advisors Inc first reported a position in FCX in Q2 2021 and has held it in 21 quarters since. The position peaked at $50.2M in Q4 2025. 1,891 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Capital Advisors Inc held 620,796 shares of Freeport-McMoran worth $39M as of Q2 2026.
  • Capital Advisors Inc bought 162 Freeport-McMoran shares in Q2 2026, an estimated $10.4K.
  • Freeport-McMoran made up 0.57% of Capital Advisors Inc's portfolio in Q2 2026, its #66 holding.
  • Capital Advisors Inc first reported a position in Freeport-McMoran in Q2 2021 and has held it in 21 quarters since.
  • Capital Advisors Inc's Freeport-McMoran position peaked at $50.2M in Q4 2025.
  • 1,891 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.