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Elwood & Goetz Wealth Advisory Group’s Freeport-McMoran FCX Stock Holding History

Elwood & Goetz Wealth Advisory 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 		$428K Buy
6,810
+68
+1% +$4.37K 0.06% 97
2026
Q1 		$396K Buy
6,742
+107
+2% +$6.46K 0.07% 84
2025
Q4 		$337K Buy
6,635
+107
+2% +$4.64K 0.06% 96
2025
Q3 		$256K Buy
+6,528
New +$283K 0.05% 110

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

Elwood & Goetz Wealth Advisory Group's FCX Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its Freeport-McMoran (FCX) stake by 1% in Q2 2026, buying an estimated $4.37K and bringing the position to 6,810 shares worth $428K. The position accounts for 0.06% of the portfolio, ranked #97.

Elwood & Goetz Wealth Advisory Group first reported a position in FCX in Q3 2025 and has held it in 4 quarters since. 1,888 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group held 6,810 shares of Freeport-McMoran worth $428K as of Q2 2026.
  • Elwood & Goetz Wealth Advisory Group bought 68 Freeport-McMoran shares in Q2 2026, an estimated $4.37K.
  • Freeport-McMoran made up 0.06% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #97 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Freeport-McMoran in Q3 2025 and has held it in 4 quarters since.
  • 1,888 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.