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Carson Advisory’s Freeport-McMoran FCX Stock Holding History

Carson 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
Q1 		$273K Sell
4,644
-420
-8% -$25.4K 0.14% 146
2025
Q4 		$257K Sell
5,064
-750
-13% -$32.5K 0.13% 152
2025
Q3 		$228K Sell
5,814
-250
-4% -$10.8K 0.12% 159
2025
Q2 		$263K Buy
6,064
+100
+2% +$3.8K 0.17% 134
2025
Q1 		$226K Buy
+5,964
New +$228K 0.15% 145
2024
Q4 		– Sell
-5,064
Closed -$253K – 165
2024
Q3 		$253K Hold
5,064
– – 0.16% 149
2024
Q2 		$246K Sell
5,064
-150
-3% -$7.56K 0.17% 138
2024
Q1 		$245K Buy
5,214
+300
+6% +$12.1K 0.17% 137
2023
Q4 		$209K Buy
+4,914
New +$181K 0.16% 143
2022
Q1 		– Sell
-4,822
Closed -$201K – 138
2021
Q4 		$201K Buy
+4,822
New +$183K 0.2% 128

Other funds holding FCX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Carson Advisory's FCX Position: Q1 2026 in Review

Carson Advisory reduced its Freeport-McMoran (FCX) stake by 8.3% in Q1 2026, selling an estimated $25.4K and leaving 4,644 shares worth $273K. The position accounts for 0.14% of the portfolio, ranked #146.

Carson Advisory first reported a position in FCX in Q4 2021 and has held it in 10 quarters since. 1,847 funds tracked by Wall St. Rank hold FCX as of Q1 2026.

  • Carson Advisory held 4,644 shares of Freeport-McMoran worth $273K as of Q1 2026.
  • Carson Advisory sold 420 Freeport-McMoran shares in Q1 2026, an estimated $25.4K.
  • Freeport-McMoran made up 0.14% of Carson Advisory's portfolio in Q1 2026, its #146 holding.
  • Carson Advisory first reported a position in Freeport-McMoran in Q4 2021 and has held it in 10 quarters since.
  • 1,847 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.