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 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 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

Concurrent Investment Advisors's FCX Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Freeport-McMoran (FCX) stake by 10% in Q1 2026, buying an estimated $1M and bringing the position to 182,573 shares worth $10.7M. The position accounts for 0.12% of the portfolio, ranked #189.

Concurrent Investment Advisors first reported a position in FCX in Q4 2023 and has held it in 10 quarters since. 1,847 funds tracked by Wall St. Rank hold FCX as of Q1 2026.

Concurrent Investment Advisors held 182,573 shares of Freeport-McMoran worth $10.7M as of Q1 2026.
Concurrent Investment Advisors bought 16,556 Freeport-McMoran shares in Q1 2026, an estimated $1M.
Freeport-McMoran made up 0.12% of Concurrent Investment Advisors's portfolio in Q1 2026, its #189 holding.
Concurrent Investment Advisors first reported a position in Freeport-McMoran in Q4 2023 and has held it in 10 quarters since.
1,847 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.