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Congress Wealth Management’s Freeport-McMoran FCX Stock Holding History

Congress 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
2025
Q2 		$736K Buy
16,971
+2,593
+18% +$98.5K 0.01% 799
2025
Q1 		$553K Buy
14,378
+3,986
+38% +$153K 0.01% 785
2024
Q4 		$396K Sell
10,392
-7,430
-42% -$332K 0.01% 693
2024
Q3 		$890K Sell
17,822
-306,812
-95% -$13.8M 0.01% 533
2024
Q2 		$15.8M Buy
324,634
+15,027
+5% +$757K 0.25% 113
2024
Q1 		$14.6M Buy
309,607
+3,740
+1% +$151K 0.25% 117
2023
Q4 		$13M Buy
305,867
+9,359
+3% +$346K 0.24% 123
2023
Q3 		$11.1M Buy
296,508
+8,224
+3% +$331K 0.23% 129
2023
Q2 		$11.5M Buy
288,284
+1,458
+0.5% +$55.6K 0.27% 114
2023
Q1 		$11.7M Sell
286,826
-2,388
-0.8% -$99.3K 0.28% 102
2022
Q4 		$11M Buy
289,214
+363
+0.1% +$12.7K 0.28% 106
2022
Q3 		$7.89M Buy
288,851
+14,852
+5% +$435K 0.21% 143
2022
Q2 		$8.02M Buy
273,999
+1,538
+0.6% +$61.6K 0.2% 150
2022
Q1 		$13.6M Buy
272,461
+3,548
+1% +$157K 0.3% 88
2021
Q4 		$11.2M Buy
+268,913
New +$10.2M 0.22% 129

Other funds holding FCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Congress Wealth Management's FCX Position: Q2 2025 in Review

Congress Wealth Management increased its Freeport-McMoran (FCX) stake by 18% in Q2 2025, buying an estimated $98.5K and bringing the position to 16,971 shares worth $736K. The position accounts for 0.01% of the portfolio, ranked #799.

Congress Wealth Management first reported a position in FCX in Q4 2021 and has held it in 15 quarters since. The position peaked at $15.8M in Q2 2024. 1,525 funds tracked by Wall St. Rank hold FCX as of Q2 2025.

  • Congress Wealth Management held 16,971 shares of Freeport-McMoran worth $736K as of Q2 2025.
  • Congress Wealth Management bought 2,593 Freeport-McMoran shares in Q2 2025, an estimated $98.5K.
  • Freeport-McMoran made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #799 holding.
  • Congress Wealth Management first reported a position in Freeport-McMoran in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Freeport-McMoran position peaked at $15.8M in Q2 2024.
  • 1,525 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.