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Coordinated Financial Services’s Freeport-McMoran FCX Stock Holding History

Coordinated Financial Services’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 		– Sell
-4,009
Closed -$204K – 183
2025
Q4 		$204K Buy
+4,009
New +$174K 0.12% 169

Other funds holding FCX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Coordinated Financial Services's FCX Position: Q1 2026 in Review

Coordinated Financial Services sold out of Freeport-McMoran (FCX) in Q1 2026, closing a stake of 4,009 shares — an estimated $204K sold.

Coordinated Financial Services first reported a position in FCX in Q4 2025 and held it in 1 quarter. The position peaked at $204K in Q4 2025. 1,847 funds tracked by Wall St. Rank hold FCX as of Q1 2026.

  • Coordinated Financial Services reported no remaining Freeport-McMoran position as of Q1 2026 after selling out during the quarter.
  • Coordinated Financial Services sold 4,009 Freeport-McMoran shares in Q1 2026, an estimated $204K.
  • Coordinated Financial Services first reported a position in Freeport-McMoran in Q4 2025 and held it in 1 quarter.
  • Coordinated Financial Services's Freeport-McMoran position peaked at $204K in Q4 2025.
  • 1,847 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.