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Concurrent Investment Advisors’s Freeport-McMoran FCX Stock Holding History

Concurrent Investment 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 		$14.6M Buy
232,698
+50,125
+27% +$3.22M 0.12% 178
2026
Q1 		$10.7M Buy
182,573
+16,556
+10% +$1M 0.12% 189
2025
Q4 		$8.43M Buy
166,017
+85,777
+107% +$3.72M 0.1% 223
2025
Q3 		$3.15M Buy
80,240
+32,152
+67% +$1.39M 0.05% 344
2025
Q2 		$2.08M Buy
48,088
+14,033
+41% +$533K 0.04% 423
2025
Q1 		$1.29M Buy
34,055
+2,756
+9% +$105K 0.03% 475
2024
Q4 		$1.19M Sell
31,299
-6,349
-17% -$284K 0.03% 448
2024
Q3 		$1.88M Buy
37,648
+996
+3% +$44.9K 0.06% 329
2024
Q2 		$1.78M Buy
36,652
+7,999
+28% +$403K 0.06% 302
2024
Q1 		$1.35M Buy
28,653
+945
+3% +$38.2K 0.05% 320
2023
Q4 		$1.18M Buy
+27,708
New +$1.02M 0.06% 305

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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's FCX Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Freeport-McMoran (FCX) stake by 27% in Q2 2026, buying an estimated $3.22M and bringing the position to 232,698 shares worth $14.6M. The position accounts for 0.12% of the portfolio, ranked #178.

Concurrent Investment Advisors first reported a position in FCX in Q4 2023 and has held it in 11 quarters since. 1,899 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Concurrent Investment Advisors held 232,698 shares of Freeport-McMoran worth $14.6M as of Q2 2026.
  • Concurrent Investment Advisors bought 50,125 Freeport-McMoran shares in Q2 2026, an estimated $3.22M.
  • Freeport-McMoran made up 0.12% of Concurrent Investment Advisors's portfolio in Q2 2026, its #178 holding.
  • Concurrent Investment Advisors first reported a position in Freeport-McMoran in Q4 2023 and has held it in 11 quarters since.
  • 1,899 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.