Creative Planning’s Freeport-McMoran FCX Stock Holding History

Creative Planning’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
2019 Q2	–	Sell	-900	Closed	-$1K	–	2049
2019 Q1	$1K	Buy	+900	New	+$10.9K	﹤0.01%	1956
2017 Q1	–	Sell	-900	Closed	-$1K	–	4722
2016 Q4	$1K	Sell	900 -2,900	-76%	-$37.1K	﹤0.01%	4422
2016 Q3	$3K	Buy	3,800 +500	+15%	+$5.75K	﹤0.01%	4090
2016 Q2	$13K	Buy	+3,300	New	+$36.5K	﹤0.01%	3070

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

Creative Planning's FCX Position: Q1 2026 in Review

Creative Planning increased its Freeport-McMoran (FCX) stake by 17% in Q1 2026, buying an estimated $4.18M and bringing the position to 471,483 shares worth $27.7M. The position accounts for 0.02% of the portfolio, ranked #332.

Creative Planning first reported a position in FCX in Q2 2013 and has held it in 52 quarters since. 1,847 funds tracked by Wall St. Rank hold FCX as of Q1 2026.

Creative Planning held 471,483 shares of Freeport-McMoran worth $27.7M as of Q1 2026.
Creative Planning bought 69,114 Freeport-McMoran shares in Q1 2026, an estimated $4.18M.
Freeport-McMoran made up 0.02% of Creative Planning's portfolio in Q1 2026, its #332 holding.
Creative Planning first reported a position in Freeport-McMoran in Q2 2013 and has held it in 52 quarters since.
1,847 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.