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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
Q2 		$292K Hold
4,644
– – 0.13% 153
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 $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

Carson Advisory's FCX Position: Q2 2026 in Review

Carson Advisory held its Freeport-McMoran (FCX) position steady in Q2 2026 at 4,644 shares worth $292K. The position accounts for 0.13% of the portfolio, ranked #153.

Carson Advisory first reported a position in FCX in Q4 2021 and has held it in 11 quarters since. 1,892 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Carson Advisory held 4,644 shares of Freeport-McMoran worth $292K as of Q2 2026.
  • Carson Advisory left its Freeport-McMoran share count unchanged in Q2 2026.
  • Freeport-McMoran made up 0.13% of Carson Advisory's portfolio in Q2 2026, its #153 holding.
  • Carson Advisory first reported a position in Freeport-McMoran in Q4 2021 and has held it in 11 quarters since.
  • 1,892 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.