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

Circle 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 		$683K Buy
10,861
+40
+0.4% +$2.57K 0.01% 182
2026
Q1 		$636K Sell
10,821
-35
-0.3% -$2.12K 0.01% 175
2025
Q4 		$551K Sell
10,856
-1,365
-11% -$59.2K 0.01% 178
2025
Q3 		$479K Buy
12,221
+1,456
+14% +$63.2K 0.01% 172
2025
Q2 		$467K Buy
10,765
+39
+0.4% +$1.48K 0.01% 174
2025
Q1 		$406K Hold
10,726
– – 0.01% 183
2024
Q4 		$408K Hold
10,726
– – 0.01% 183
2024
Q3 		$535K Hold
10,726
– – 0.01% 168
2024
Q2 		$521K Sell
10,726
-805
-7% -$40.6K 0.01% 158
2024
Q1 		$542K Hold
11,531
– – 0.01% 139
2023
Q4 		$491K Sell
11,531
-53
-0.5% -$1.96K 0.01% 138
2023
Q3 		$432K Buy
11,584
+53
+0.5% +$2.13K 0.01% 145
2023
Q2 		$461K Hold
11,531
– – 0.06% 108
2023
Q1 		$472K Hold
11,531
– – 0.07% 105
2022
Q4 		$438K Buy
11,531
+126
+1% +$4.4K 0.07% 106
2022
Q3 		$312K Sell
11,405
-126
-1% -$3.69K 0.05% 132
2022
Q2 		$337K Sell
11,531
-34
-0.3% -$1.36K 0.05% 133
2022
Q1 		$575K Sell
11,565
-312
-3% -$13.8K 0.08% 115
2021
Q4 		$496K Buy
+11,877
New +$451K 0.06% 125
2021
Q1 		– Sell
-64,831
Closed -$1.69M – 179
2020
Q4 		$1.69M Hold
64,831
– – 0.24% 46
2020
Q3 		$1.01M Sell
64,831
-400
-0.6% -$5.77K 0.17% 66
2020
Q2 		$755K Sell
65,231
-3,756
-5% -$34.4K 0.13% 79
2020
Q1 		$466K Sell
68,987
-23,089
-25% -$242K 0.09% 111
2019
Q4 		$1.21M Hold
92,076
– – 0.21% 59
2019
Q3 		$881K Buy
92,076
+89
+0.1% +$914 0.19% 69
2019
Q2 		$1.07M Sell
91,987
-21,513
-19% -$250K 0.23% 61
2019
Q1 		$1.46M Buy
+113,500
New +$1.37M 0.33% 48

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

Circle Wealth Management's FCX Position: Q2 2026 in Review

Circle Wealth Management increased its Freeport-McMoran (FCX) stake by 0.37% in Q2 2026, buying an estimated $2.57K and bringing the position to 10,861 shares worth $683K. The position accounts for 0.01% of the portfolio, ranked #182.

Circle Wealth Management first reported a position in FCX in Q1 2019 and has held it in 27 quarters since. The position peaked at $1.69M in Q4 2020. 1,888 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Circle Wealth Management held 10,861 shares of Freeport-McMoran worth $683K as of Q2 2026.
  • Circle Wealth Management bought 40 Freeport-McMoran shares in Q2 2026, an estimated $2.57K.
  • Freeport-McMoran made up 0.01% of Circle Wealth Management's portfolio in Q2 2026, its #182 holding.
  • Circle Wealth Management first reported a position in Freeport-McMoran in Q1 2019 and has held it in 27 quarters since.
  • Circle Wealth Management's Freeport-McMoran position peaked at $1.69M in Q4 2020.
  • 1,888 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.