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Colonial Trust Advisors’s Freeport-McMoran FCX Stock Holding History

Colonial Trust Advisors’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 		$233K Buy
3,708
+2,865
+340% +$184K 0.02% 197
2026
Q1 		$49.6K Buy
843
+543
+181% +$32.8K ﹤0.01% 351
2025
Q4 		$15.2K Hold
300
– – ﹤0.01% 470
2025
Q3 		$11.8K Buy
+300
New +$13K ﹤0.01% 480
2025
Q2 		– Sell
-355
Closed -$13.4K – 708
2025
Q1 		$13.4K Buy
355
+1
+0.3% +$38 ﹤0.01% 467
2024
Q4 		$13.5K Sell
354
-603
-63% -$27K ﹤0.01% 453
2024
Q3 		$47.8K Buy
957
+1
+0.1% +$45 ﹤0.01% 338
2024
Q2 		$46.5K Sell
956
-9
-0.9% -$454 ﹤0.01% 332
2024
Q1 		$45.4K Buy
965
+1
+0.1% +$40 ﹤0.01% 337
2023
Q4 		$41K Buy
964
+356
+59% +$13.1K ﹤0.01% 336
2023
Q3 		$22.7K Hold
608
– – ﹤0.01% 409
2023
Q2 		$24.3K Hold
608
– – ﹤0.01% 412
2023
Q1 		$24.9K Hold
608
– – ﹤0.01% 408
2022
Q4 		$23.1K Buy
+608
New +$21.3K ﹤0.01% 414
2015
Q1 		– Sell
-65,441
Closed -$1.53M – 136
2014
Q4 		$1.53M Sell
65,441
-30,266
-32% -$835K 0.59% 56
2014
Q3 		$3.13M Sell
95,707
-60
-0.1% -$2.18K 0.97% 34
2014
Q2 		$3.5M Sell
95,767
-654
-0.7% -$22.4K 1.06% 33
2014
Q1 		$3.19M Sell
96,421
-390
-0.4% -$13K 1% 36
2013
Q4 		$3.65M Sell
96,811
-4,876
-5% -$173K 1.15% 31
2013
Q3 		$3.36M Sell
101,687
-1,672
-2% -$51.1K 1.14% 31
2013
Q2 		$2.85M Buy
+103,359
New +$3.15M 1.01% 36

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

Colonial Trust Advisors's FCX Position: Q2 2026 in Review

Colonial Trust Advisors increased its Freeport-McMoran (FCX) stake by 340% in Q2 2026, buying an estimated $184K and bringing the position to 3,708 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #197.

Colonial Trust Advisors first reported a position in FCX in Q2 2013 and has held it in 21 quarters since. The position peaked at $3.65M in Q4 2013. 1,893 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Colonial Trust Advisors held 3,708 shares of Freeport-McMoran worth $233K as of Q2 2026.
  • Colonial Trust Advisors bought 2,865 Freeport-McMoran shares in Q2 2026, an estimated $184K.
  • Freeport-McMoran made up 0.02% of Colonial Trust Advisors's portfolio in Q2 2026, its #197 holding.
  • Colonial Trust Advisors first reported a position in Freeport-McMoran in Q2 2013 and has held it in 21 quarters since.
  • Colonial Trust Advisors's Freeport-McMoran position peaked at $3.65M in Q4 2013.
  • 1,893 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.