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

Compass 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	$1.33M	Sell	22,550 -1,851	-8%	-$112K	0.33%	66
2025 Q4	$1.24M	Sell	24,401 -950	-4%	-$41.2K	0.31%	67
2025 Q3	$994K	Sell	25,351 -950	-4%	-$41.2K	0.22%	83
2025 Q2	$1.14M	Sell	26,301 -6,485	-20%	-$246K	0.27%	83
2025 Q1	$1.24M	Sell	32,786 -9,006	-22%	-$345K	0.32%	77
2024 Q4	$1.59M	Sell	41,792 -1,310	-3%	-$58.6K	0.38%	74
2024 Q3	$2.15M	Sell	43,102 -3,050	-7%	-$137K	0.51%	68
2024 Q2	$2.24M	Buy	46,152 +60	+0.1%	+$3.02K	0.55%	64
2024 Q1	$2.17M	Buy	46,092 +850	+2%	+$34.3K	0.54%	63
2023 Q4	$1.93M	Sell	45,242 -2,925	-6%	-$108K	0.54%	60
2023 Q3	$1.8M	Sell	48,167 -325	-0.7%	-$13.1K	0.56%	60
2023 Q2	$1.94M	Buy	48,492 +11,300	+30%	+$431K	0.59%	56
2023 Q1	$1.52M	Buy	37,192 +5,210	+16%	+$217K	0.48%	68
2022 Q4	$1.22M	Buy	+31,982	New	+$1.12M	0.4%	73

Other funds holding FCX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Compass Wealth Management reduced its Freeport-McMoran (FCX) stake by 7.6% in Q1 2026, selling an estimated $112K and leaving 22,550 shares worth $1.33M. The position accounts for 0.33% of the portfolio, ranked #66.

Compass Wealth Management first reported a position in FCX in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.24M in Q2 2024. 1,847 funds tracked by Wall St. Rank hold FCX as of Q1 2026.

Compass Wealth Management held 22,550 shares of Freeport-McMoran worth $1.33M as of Q1 2026.
Compass Wealth Management sold 1,851 Freeport-McMoran shares in Q1 2026, an estimated $112K.
Freeport-McMoran made up 0.33% of Compass Wealth Management's portfolio in Q1 2026, its #66 holding.
Compass Wealth Management first reported a position in Freeport-McMoran in Q4 2022 and has held it in 14 quarters since.
Compass Wealth Management's Freeport-McMoran position peaked at $2.24M in Q2 2024.
1,847 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2026.

Based on Compass Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.