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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
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

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

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

Compass Wealth Management reduced its Freeport-McMoran (FCX) stake by 5% in Q2 2026, selling an estimated $72.3K and leaving 21,425 shares worth $1.35M. The position accounts for 0.26% of the portfolio, ranked #84.

Compass Wealth Management first reported a position in FCX in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.24M in Q2 2024. 1,892 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Compass Wealth Management held 21,425 shares of Freeport-McMoran worth $1.35M as of Q2 2026.
  • Compass Wealth Management sold 1,125 Freeport-McMoran shares in Q2 2026, an estimated $72.3K.
  • Freeport-McMoran made up 0.26% of Compass Wealth Management's portfolio in Q2 2026, its #84 holding.
  • Compass Wealth Management first reported a position in Freeport-McMoran in Q4 2022 and has held it in 15 quarters since.
  • Compass Wealth Management's Freeport-McMoran position peaked at $2.24M in Q2 2024.
  • 1,892 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Compass Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.