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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM