Encompass Wealth Advisors’s Freeport-McMoran FCX Stock Holding History

Encompass Wealth Advisors’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	$330K	Hold	5,242	–	–	0.1%	83
2026 Q1	$308K	Sell	5,242 -100	-2%	-$6.04K	0.11%	83
2025 Q4	$271K	Hold	5,342	–	–	0.09%	89
2025 Q3	$210K	Hold	5,342	–	–	0.07%	104
2025 Q2	$232K	Buy	5,342 +14	+0.3%	+$532	0.08%	95
2025 Q1	$202K	Hold	5,328	–	–	0.08%	98
2024 Q4	$203K	Hold	5,328	–	–	0.08%	97
2024 Q3	$266K	Hold	5,328	–	–	0.07%	204
2024 Q2	$259K	Hold	5,328	–	–	0.07%	199
2024 Q1	$251K	Hold	5,328	–	–	0.07%	211
2023 Q4	$227K	Buy	+5,328	New	+$197K	0.07%	199
2023 Q3	–	Sell	-5,328	Closed	-$213K	–	290
2023 Q2	$213K	Hold	5,328	–	–	0.07%	195
2023 Q1	$218K	Hold	5,328	–	–	0.07%	187
2022 Q4	$202K	Buy	+5,328	New	+$186K	0.07%	193
2022 Q2	–	Sell	-5,328	Closed	-$265K	–	238
2022 Q1	$265K	Hold	5,328	–	–	0.07%	188
2021 Q4	$222K	Buy	+5,328	New	+$202K	0.05%	208
2021 Q2	–	Sell	-5,328	Closed	-$208K	–	356
2021 Q1	$208K	Buy	+5,328	New	+$173K	0.05%	213

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

Encompass Wealth Advisors's FCX Position: Q2 2026 in Review

Encompass Wealth Advisors held its Freeport-McMoran (FCX) position steady in Q2 2026 at 5,242 shares worth $330K. The position accounts for 0.1% of the portfolio, ranked #83.

Encompass Wealth Advisors first reported a position in FCX in Q1 2021 and has held it in 17 quarters since. 1,888 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

Encompass Wealth Advisors held 5,242 shares of Freeport-McMoran worth $330K as of Q2 2026.
Encompass Wealth Advisors left its Freeport-McMoran share count unchanged in Q2 2026.
Freeport-McMoran made up 0.1% of Encompass Wealth Advisors's portfolio in Q2 2026, its #83 holding.
Encompass Wealth Advisors first reported a position in Freeport-McMoran in Q1 2021 and has held it in 17 quarters since.
1,888 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Encompass Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.