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

Centric 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
Q1 		– Sell
-3,439
Closed -$209K – 206
2025
Q4 		$209K Buy
+3,439
New +$149K 0.04% 187
2022
Q2 		– Sell
-5,046
Closed -$251K – 137
2022
Q1 		$251K Sell
5,046
-100
-2% -$4.43K 0.08% 136
2021
Q4 		$215K Buy
+5,146
New +$196K 0.07% 148

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 $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Centric Wealth Management's FCX Position: Q1 2026 in Review

Centric Wealth Management sold out of Freeport-McMoran (FCX) in Q1 2026, closing a stake of 3,439 shares — an estimated $209K sold.

Centric Wealth Management first reported a position in FCX in Q4 2021 and held it in 3 quarters. The position peaked at $251K in Q1 2022. 1,862 funds tracked by Wall St. Rank hold FCX as of Q1 2026.

  • Centric Wealth Management reported no remaining Freeport-McMoran position as of Q1 2026 after selling out during the quarter.
  • Centric Wealth Management sold 3,439 Freeport-McMoran shares in Q1 2026, an estimated $209K.
  • Centric Wealth Management first reported a position in Freeport-McMoran in Q4 2021 and held it in 3 quarters.
  • Centric Wealth Management's Freeport-McMoran position peaked at $251K in Q1 2022.
  • 1,862 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2026.

Based on Centric Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.