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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
Q3 		$1.46M Sell
20,825
-600
-3% -$40.8K 0.28% 78
2026
Q2 		$1.35M Sell
21,425
-1,125
-5% -$72.3K 0.26% 84
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Compass Wealth Management's FCX Position: Q3 2026 in Review

Compass Wealth Management reduced its Freeport-McMoran (FCX) stake by 2.8% in Q3 2026, selling an estimated $40.8K and leaving 20,825 shares worth $1.46M. The position accounts for 0.28% of the portfolio, ranked #78.

Compass Wealth Management first reported a position in FCX in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.24M in Q2 2024. 504 funds tracked by Wall St. Rank hold FCX as of Q3 2026.

  • Compass Wealth Management held 20,825 shares of Freeport-McMoran worth $1.46M as of Q3 2026.
  • Compass Wealth Management sold 600 Freeport-McMoran shares in Q3 2026, an estimated $40.8K.
  • Freeport-McMoran made up 0.28% of Compass Wealth Management's portfolio in Q3 2026, its #78 holding.
  • Compass Wealth Management first reported a position in Freeport-McMoran in Q4 2022 and has held it in 16 quarters since.
  • Compass Wealth Management's Freeport-McMoran position peaked at $2.24M in Q2 2024.
  • 504 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2026.

Based on Compass Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.