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Castle Rock Wealth Management’s Freeport-McMoran FCX Stock Holding History

Castle Rock 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 		– Sell
-5,713
Closed -$351K – 274
2026
Q1 		$351K Buy
5,713
+26
+0.5% +$1.57K 0.08% 199
2025
Q4 		$359K Buy
5,687
+180
+3% +$7.8K 0.08% 197
2025
Q3 		$213K Buy
5,507
+102
+2% +$4.42K 0.05% 248
2025
Q2 		$247K Sell
5,405
-1,548
-22% -$58.8K 0.06% 227
2025
Q1 		$262K Buy
6,953
+118
+2% +$4.51K 0.07% 201
2024
Q4 		$270K Buy
6,835
+76
+1% +$3.4K 0.06% 203
2024
Q3 		$343K Buy
6,759
+197
+3% +$8.88K 0.08% 187
2024
Q2 		$318K Buy
6,562
+40
+0.6% +$2.02K 0.08% 191
2024
Q1 		$326K Buy
6,522
+215
+3% +$8.68K 0.09% 178
2023
Q4 		$260K Buy
+6,307
New +$233K 0.08% 194
2022
Q2 		– Sell
-4,276
Closed -$217K – 224
2022
Q1 		$217K Sell
4,276
-2,270
-35% -$101K 0.1% 213
2021
Q4 		$268K Buy
6,546
+28
+0.4% +$1.06K 0.11% 211
2021
Q3 		$257K Sell
6,518
-532
-8% -$18.7K 0.09% 224
2021
Q2 		$269K Buy
+7,050
New +$275K 0.1% 215

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

Castle Rock Wealth Management's FCX Position: Q2 2026 in Review

Castle Rock Wealth Management sold out of Freeport-McMoran (FCX) in Q2 2026, closing a stake of 5,713 shares — an estimated $351K sold.

Castle Rock Wealth Management first reported a position in FCX in Q2 2021 and held it in 14 quarters. The position peaked at $359K in Q4 2025. 1,888 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Castle Rock Wealth Management reported no remaining Freeport-McMoran position as of Q2 2026 after selling out during the quarter.
  • Castle Rock Wealth Management sold 5,713 Freeport-McMoran shares in Q2 2026, an estimated $351K.
  • Castle Rock Wealth Management first reported a position in Freeport-McMoran in Q2 2021 and held it in 14 quarters.
  • Castle Rock Wealth Management's Freeport-McMoran position peaked at $359K in Q4 2025.
  • 1,888 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.