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

Capital Advisors Ltd’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 		$76K Sell
1,202
-67
-5% -$4.31K 0.01% 447
2026
Q1 		$75K Hold
1,269
– – 0.01% 434
2025
Q4 		$64K Sell
1,269
-2
-0.2% -$87 0.01% 446
2025
Q3 		$50K Buy
1,271
+18
+1% +$781 0.01% 468
2025
Q2 		$54K Buy
1,253
+66
+6% +$2.51K 0.01% 454
2025
Q1 		$45K Sell
1,187
-3
-0.3% -$115 0.01% 477
2024
Q4 		$45K Sell
1,190
-251
-17% -$11.2K 0.01% 474
2024
Q3 		$72K Buy
1,441
+84
+6% +$3.79K 0.01% 392
2024
Q2 		$66K Buy
1,357
+14
+1% +$706 0.01% 396
2024
Q1 		$63K Buy
1,343
+157
+13% +$6.34K 0.01% 405
2023
Q4 		$50K Sell
1,186
-23
-2% -$849 0.01% 418
2023
Q3 		$45K Sell
1,209
-15
-1% -$604 0.01% 431
2023
Q2 		$49K Buy
1,224
+1,104
+920% +$42.1K 0.01% 428
2023
Q1 		$5K Sell
120
-1,066
-90% -$44.3K ﹤0.01% 678
2022
Q4 		$4K Buy
1,186
+1,082
+1,040% +$37.8K ﹤0.01% 710
2022
Q3 		$3K Buy
104
+22
+27% +$644 ﹤0.01% 739
2022
Q2 		$2K Buy
82
+60
+273% +$2.4K ﹤0.01% 664
2022
Q1 		$1K Buy
22
+1
+5% +$44 ﹤0.01% 711
2021
Q4 		$1K Buy
+21
New +$798 ﹤0.01% 665

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 Ltd's FCX Position: Q2 2026 in Review

Capital Advisors Ltd reduced its Freeport-McMoran (FCX) stake by 5.3% in Q2 2026, selling an estimated $4.31K and leaving 1,202 shares worth $76K. The position accounts for 0.01% of the portfolio, ranked #447.

Capital Advisors Ltd first reported a position in FCX in Q4 2021 and has held it in 19 quarters since. 1,888 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Capital Advisors Ltd held 1,202 shares of Freeport-McMoran worth $76K as of Q2 2026.
  • Capital Advisors Ltd sold 67 Freeport-McMoran shares in Q2 2026, an estimated $4.31K.
  • Freeport-McMoran made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #447 holding.
  • Capital Advisors Ltd first reported a position in Freeport-McMoran in Q4 2021 and has held it in 19 quarters since.
  • 1,888 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.