Empirical Wealth Management’s Southern Copper SCCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.4M Sell
19,717
-361
-2% -$64.9K 0.05% 203
2026
Q1
$3.38M Sell
20,078
-203
-1% -$36.7K 0.06% 193
2025
Q4
$2.82M Buy
20,281
+1,809
+10% +$237K 0.05% 208
2025
Q3
$2.16M Buy
18,472
+14,571
+374% +$1.41M 0.04% 231
2025
Q2
$376K Sell
3,901
-3,353
-46% -$292K 0.01% 475
2025
Q1
$639K Sell
7,254
-39,218
-84% -$3.48M 0.02% 362
2024
Q4
$3.96M Buy
46,472
+4,883
+12% +$482K 0.11% 130
2024
Q3
$4.48M Buy
41,589
+2,485
+6% +$242K 0.13% 124
2024
Q2
$3.9M Sell
39,104
-90
-0.2% -$9.46K 0.12% 127
2024
Q1
$3.82M Buy
39,194
+4,067
+12% +$321K 0.12% 125
2023
Q4
$2.77M Buy
35,127
+4,389
+14% +$302K 0.09% 137
2023
Q3
$2.12M Buy
30,738
+3,318
+12% +$240K 0.08% 152
2023
Q2
$1.8M Buy
+27,420
New +$1.85M 0.07% 163
2022
Q2
Sell
-4,750
Closed -$330K 521
2022
Q1
$330K Sell
4,750
-787
-14% -$49.8K 0.02% 391
2021
Q4
$313K Buy
5,537
+81
+1% +$4.47K 0.02% 413
2021
Q3
$281K Sell
5,456
-1,992
-27% -$114K 0.02% 387
2021
Q2
$439K Sell
7,448
-394
-5% -$25.3K 0.03% 317
2021
Q1
$488K Sell
7,842
-2,555
-25% -$168K 0.04% 252
2020
Q4
$620K Buy
10,397
+2,059
+25% +$105K 0.05% 218
2020
Q3
$346K Sell
8,338
-82
-1% -$3.36K 0.03% 260
2020
Q2
$307K Buy
+8,420
New +$263K 0.03% 275

Other funds holding SCCO

Empirical Wealth Management's SCCO Position: Q2 2026 in Review

Empirical Wealth Management reduced its Southern Copper (SCCO) stake by 1.8% in Q2 2026, selling an estimated $64.9K and leaving 19,717 shares worth $3.4M. The position accounts for 0.05% of the portfolio, ranked #203.

Empirical Wealth Management first reported a position in SCCO in Q2 2020 and has held it in 21 quarters since. The position peaked at $4.48M in Q3 2024. 858 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

  • Empirical Wealth Management held 19,717 shares of Southern Copper worth $3.4M as of Q2 2026.
  • Empirical Wealth Management sold 361 Southern Copper shares in Q2 2026, an estimated $64.9K.
  • Southern Copper made up 0.05% of Empirical Wealth Management's portfolio in Q2 2026, its #203 holding.
  • Empirical Wealth Management first reported a position in Southern Copper in Q2 2020 and has held it in 21 quarters since.
  • Empirical Wealth Management's Southern Copper position peaked at $4.48M in Q3 2024.
  • 858 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.