Carson Wealth (CWM LLC)
FCX icon

Carson Wealth (CWM LLC)’s Freeport-McMoran FCX Stock Holding History

Carson Wealth (CWM LLC)’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 		$20.2M Buy
344,175
+66,876
+24% +$4.04M 0.05% 324
2025
Q4 		$14.1M Buy
277,299
+60,309
+28% +$2.61M 0.04% 414
2025
Q3 		$8.51M Buy
216,990
+69,873
+47% +$3.03M 0.03% 521
2025
Q2 		$6.38M Buy
147,117
+77,620
+112% +$2.95M 0.02% 519
2025
Q1 		$2.63M Buy
69,497
+18,164
+35% +$695K 0.01% 739
2024
Q4 		$1.96M Buy
51,333
+4,991
+11% +$223K 0.01% 791
2024
Q3 		$2.31M Sell
46,342
-938
-2% -$42.3K 0.01% 654
2024
Q2 		$2.3M Buy
47,280
+4,724
+11% +$238K 0.01% 612
2024
Q1 		$2M Buy
42,556
+5,162
+14% +$208K 0.01% 617
2023
Q4 		$1.59M Buy
37,394
+2,220
+6% +$82K 0.01% 632
2023
Q3 		$1.31M Buy
35,174
+6,661
+23% +$268K 0.01% 648
2023
Q2 		$1.14M Buy
28,513
+3,240
+13% +$123K 0.01% 672
2023
Q1 		$1.03M Buy
25,273
+1,214
+5% +$50.5K 0.01% 656
2022
Q4 		$914K Buy
24,059
+6,462
+37% +$226K 0.01% 644
2022
Q3 		$481K Buy
17,597
+3,490
+25% +$102K ﹤0.01% 757
2022
Q2 		$413K Sell
14,107
-3,662
-21% -$147K ﹤0.01% 791
2022
Q1 		$884K Buy
17,769
+4,235
+31% +$188K 0.01% 590
2021
Q4 		$565K Buy
+13,534
New +$514K ﹤0.01% 694
2021
Q2 		$687K Hold
18,515
– – 0.01% 626
2021
Q1 		$687K Hold
18,515
– – 0.01% 626
2020
Q4 		$687K Hold
18,515
– – 0.01% 626
2020
Q3 		$687K Hold
18,515
– – 0.01% 626
2020
Q2 		$687K Hold
18,515
– – 0.01% 626
2020
Q1 		$687K Hold
18,515
– – 0.01% 626
2019
Q4 		$687K Hold
18,515
– – 0.01% 626
2019
Q3 		$687K Hold
18,515
– – 0.01% 626
2019
Q2 		$687K Hold
18,515
– – 0.01% 626
2019
Q1 		$687K Buy
18,515
+14,571
+369% +$176K 0.01% 626
2018
Q4 		$41K Sell
3,944
-1,632
-29% -$19K ﹤0.01% 921
2018
Q3 		$78K Buy
5,576
+203
+4% +$3.07K ﹤0.01% 659
2018
Q2 		$93K Buy
5,373
+75
+1% +$1.27K ﹤0.01% 533
2018
Q1 		$93K Buy
5,298
+1,382
+35% +$25.9K ﹤0.01% 455
2017
Q4 		$74K Hold
3,916
– – ﹤0.01% 463
2017
Q3 		$55K Sell
3,916
-60
-2% -$843 ﹤0.01% 501
2017
Q2 		$48K Buy
3,976
+60
+2% +$728 ﹤0.01% 486
2017
Q1 		$52K Sell
3,916
-651
-14% -$9.35K ﹤0.01% 452
2016
Q4 		$60K Buy
4,567
+3,887
+572% +$49.7K ﹤0.01% 420
2016
Q3 		$7K Sell
680
-389
-36% -$4.47K ﹤0.01% 768
2016
Q2 		$12K Buy
1,069
+19
+2% +$210 ﹤0.01% 535
2016
Q1 		$11K Sell
1,050
-42
-4% -$295 ﹤0.01% 509
2015
Q4 		$7K Hold
1,092
– – ﹤0.01% 495
2015
Q3 		$11K Buy
+1,092
New +$13.1K ﹤0.01% 444
2014
Q1 		– Sell
-400
Closed -$15K – 268
2013
Q4 		$15K Sell
400
-612
-60% -$21.7K ﹤0.01% 402
2013
Q3 		$33K Buy
+1,012
New +$30.9K 0.01% 223

Other funds holding FCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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
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 $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Carson Wealth (CWM LLC)'s FCX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Freeport-McMoran (FCX) stake by 24% in Q1 2026, buying an estimated $4.04M and bringing the position to 344,175 shares worth $20.2M. The position accounts for 0.05% of the portfolio, ranked #324.

Carson Wealth (CWM LLC) first reported a position in FCX in Q3 2013 and has held it in 44 quarters since. 1,857 funds tracked by Wall St. Rank hold FCX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 344,175 shares of Freeport-McMoran worth $20.2M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 66,876 Freeport-McMoran shares in Q1 2026, an estimated $4.04M.
  • Freeport-McMoran made up 0.05% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #324 holding.
  • Carson Wealth (CWM LLC) first reported a position in Freeport-McMoran in Q3 2013 and has held it in 44 quarters since.
  • 1,857 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.