CWM
FCX icon

CarsonAllaria Wealth Management’s Freeport-McMoran FCX Stock Holding History

CarsonAllaria Wealth Management’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
2025
Q3 		– Sell
-105
Closed -$4.56K – 162
2025
Q2 		$4.56K Sell
105
-196
-65% -$7.44K ﹤0.01% 290
2025
Q1 		$11.4K Buy
+301
New +$11.5K 0.01% 245
2023
Q4 		– Sell
-92
Closed -$3.43K – 366
2023
Q3 		$3.43K Buy
+92
New +$3.71K ﹤0.01% 276

Other funds holding FCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CarsonAllaria Wealth Management's FCX Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Freeport-McMoran (FCX) in Q3 2025, closing a stake of 105 shares — an estimated $4.56K sold.

CarsonAllaria Wealth Management first reported a position in FCX in Q3 2023 and held it in 3 quarters. The position peaked at $11.4K in Q1 2025. 1,519 funds tracked by Wall St. Rank hold FCX as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining Freeport-McMoran position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 105 Freeport-McMoran shares in Q3 2025, an estimated $4.56K.
  • CarsonAllaria Wealth Management first reported a position in Freeport-McMoran in Q3 2023 and held it in 3 quarters.
  • CarsonAllaria Wealth Management's Freeport-McMoran position peaked at $11.4K in Q1 2025.
  • 1,519 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.