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

EP 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 		$1.48M Buy
23,490
+2,095
+10% +$135K 0.01% 655
2026
Q1 		$1.26M Buy
21,395
+4,847
+29% +$293K 0.01% 573
2025
Q4 		$840K Buy
+16,548
New +$717K ﹤0.01% 666
2025
Q2 		$684K Buy
15,779
+3,547
+29% +$135K ﹤0.01% 665
2025
Q1 		$463K Sell
12,232
-4,215
-26% -$161K ﹤0.01% 739
2024
Q4 		$626K Sell
16,447
-416
-2% -$18.6K 0.01% 624
2024
Q3 		$842K Buy
16,863
+3,515
+26% +$158K 0.01% 535
2024
Q2 		$649K Buy
13,348
+1,282
+11% +$64.6K 0.01% 482
2024
Q1 		$567K Buy
12,066
+133
+1% +$5.37K 0.01% 490
2023
Q4 		$508K Sell
11,933
-6,184
-34% -$228K 0.01% 486
2023
Q3 		$676K Buy
18,117
+6,213
+52% +$250K 0.01% 400
2023
Q2 		$694K Buy
+11,904
New +$454K 0.01% 398
2023
Q1 		– Sell
-11,871
Closed -$451K – 657
2022
Q4 		$451K Buy
+11,871
New +$415K 0.01% 401
2022
Q3 		– Sell
-14,462
Closed -$423K – 430
2022
Q2 		$423K Buy
14,462
+7,032
+95% +$281K 0.01% 407
2022
Q1 		$370K Buy
7,430
+1,660
+29% +$73.5K 0.01% 445
2021
Q4 		$241K Sell
5,770
-592
-9% -$22.5K 0.01% 500
2021
Q3 		$207K Buy
6,362
+10
+0.2% +$352 0.01% 503
2021
Q2 		$236K Sell
6,352
-1,311
-17% -$51.1K 0.01% 491
2021
Q1 		$252K Sell
7,663
-1,342
-15% -$43.5K 0.01% 434
2020
Q4 		$234K Buy
+9,005
New +$187K 0.01% 383
2020
Q2 		– Sell
-10,141
Closed -$68K – 373
2020
Q1 		$68K Buy
+10,141
New +$106K ﹤0.01% 356

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

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

EP Wealth Advisors increased its Freeport-McMoran (FCX) stake by 9.8% in Q2 2026, buying an estimated $135K and bringing the position to 23,490 shares worth $1.48M. The position accounts for 0.01% of the portfolio, ranked #655.

EP Wealth Advisors first reported a position in FCX in Q1 2020 and has held it in 21 quarters since. 1,888 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • EP Wealth Advisors held 23,490 shares of Freeport-McMoran worth $1.48M as of Q2 2026.
  • EP Wealth Advisors bought 2,095 Freeport-McMoran shares in Q2 2026, an estimated $135K.
  • Freeport-McMoran made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #655 holding.
  • EP Wealth Advisors first reported a position in Freeport-McMoran in Q1 2020 and has held it in 21 quarters since.
  • 1,888 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.