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Capstone Financial Advisors’s Freeport-McMoran FCX Stock Holding History

Capstone Financial Advisors’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 		– Sell
-7,958
Closed -$468K – 199
2026
Q1 		$468K Buy
7,958
+960
+14% +$58K 0.03% 103
2025
Q4 		$355K Buy
+6,998
New +$303K 0.02% 124

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

Capstone Financial Advisors's FCX Position: Q2 2026 in Review

Capstone Financial Advisors sold out of Freeport-McMoran (FCX) in Q2 2026, closing a stake of 7,958 shares — an estimated $468K sold.

Capstone Financial Advisors first reported a position in FCX in Q4 2025 and held it in 2 quarters. The position peaked at $468K in Q1 2026. 1,888 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Capstone Financial Advisors reported no remaining Freeport-McMoran position as of Q2 2026 after selling out during the quarter.
  • Capstone Financial Advisors sold 7,958 Freeport-McMoran shares in Q2 2026, an estimated $468K.
  • Capstone Financial Advisors first reported a position in Freeport-McMoran in Q4 2025 and held it in 2 quarters.
  • Capstone Financial Advisors's Freeport-McMoran position peaked at $468K in Q1 2026.
  • 1,888 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.