CCWM
FCX icon

Cassaday & Co Wealth Management’s Freeport-McMoran FCX Stock Holding History

Cassaday & Co 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
2026
Q2 		$21.8K Sell
347
-146
-30% -$9.39K ﹤0.01% 757
2026
Q1 		$29K Buy
+493
New +$29.8K ﹤0.01% 723
2025
Q1 		– Sell
-5,737
Closed -$218K – 325
2024
Q4 		$218K Buy
+5,737
New +$257K 0.01% 305

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

Cassaday & Co Wealth Management's FCX Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Freeport-McMoran (FCX) stake by 30% in Q2 2026, selling an estimated $9.39K and leaving 347 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

Cassaday & Co Wealth Management first reported a position in FCX in Q4 2024 and has held it in 3 quarters since. The position peaked at $218K in Q4 2024. 1,888 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Cassaday & Co Wealth Management held 347 shares of Freeport-McMoran worth $21.8K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 146 Freeport-McMoran shares in Q2 2026, an estimated $9.39K.
  • Freeport-McMoran made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #757 holding.
  • Cassaday & Co Wealth Management first reported a position in Freeport-McMoran in Q4 2024 and has held it in 3 quarters since.
  • Cassaday & Co Wealth Management's Freeport-McMoran position peaked at $218K in Q4 2024.
  • 1,888 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.