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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
2025
Q1 		– Sell
-100
Closed -$3.81K – 1266
2024
Q4 		$3.81K Hold
100
– – ﹤0.01% 1116
2024
Q3 		$4.99K Hold
100
– – ﹤0.01% 1081
2024
Q2 		$4.86K Hold
100
– – ﹤0.01% 984
2024
Q1 		$4.7K Buy
+100
New +$4.04K ﹤0.01% 917

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.