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Crestwood Advisors Group’s Freeport-McMoran FCX Stock Holding History

Crestwood Advisors Group’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
Q2 		$706K Buy
11,218
+2,105
+23% +$135K 0.01% 385
2026
Q1 		$536K Buy
9,113
+1,602
+21% +$96.8K 0.01% 406
2025
Q4 		$381K Buy
7,511
+1,656
+28% +$71.8K 0.01% 452
2025
Q3 		$230K Buy
5,855
+968
+20% +$42K ﹤0.01% 522
2025
Q2 		$212K Buy
+4,887
New +$186K ﹤0.01% 509
2014
Q1 		– Sell
-8,705
Closed -$329K – 126
2013
Q4 		$329K Sell
8,705
-987
-10% -$35K 0.05% 95
2013
Q3 		$321K Buy
9,692
+148
+2% +$4.52K 0.06% 92
2013
Q2 		$264K Buy
+9,544
New +$291K 0.05% 107

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 $3.37T AUM 44.26% 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

Crestwood Advisors Group's FCX Position: Q2 2026 in Review

Crestwood Advisors Group increased its Freeport-McMoran (FCX) stake by 23% in Q2 2026, buying an estimated $135K and bringing the position to 11,218 shares worth $706K. The position accounts for 0.01% of the portfolio, ranked #385.

Crestwood Advisors Group first reported a position in FCX in Q2 2013 and has held it in 8 quarters since. 1,888 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Crestwood Advisors Group held 11,218 shares of Freeport-McMoran worth $706K as of Q2 2026.
  • Crestwood Advisors Group bought 2,105 Freeport-McMoran shares in Q2 2026, an estimated $135K.
  • Freeport-McMoran made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #385 holding.
  • Crestwood Advisors Group first reported a position in Freeport-McMoran in Q2 2013 and has held it in 8 quarters since.
  • 1,888 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.