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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning's FCX Position: Q2 2026 in Review

Creative Planning increased its Freeport-McMoran (FCX) stake by 27% in Q2 2026, buying an estimated $8.26M and bringing the position to 600,009 shares worth $37.7M. The position accounts for 0.02% of the portfolio, ranked #295.

Creative Planning first reported a position in FCX in Q2 2013 and has held it in 53 quarters since. 1,892 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

Creative Planning held 600,009 shares of Freeport-McMoran worth $37.7M as of Q2 2026.
Creative Planning bought 128,526 Freeport-McMoran shares in Q2 2026, an estimated $8.26M.
Freeport-McMoran made up 0.02% of Creative Planning's portfolio in Q2 2026, its #295 holding.
Creative Planning first reported a position in Freeport-McMoran in Q2 2013 and has held it in 53 quarters since.
1,892 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.