EFS
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Essex Financial Services’s Freeport-McMoran FCX Stock Holding History

Essex Financial Services’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
Q1 		$1.25M Sell
21,309
-1,564
-7% -$94.5K 0.07% 238
2025
Q4 		$1.16M Buy
22,873
+411
+2% +$17.8K 0.07% 250
2025
Q3 		$881K Buy
22,462
+744
+3% +$32.3K 0.05% 298
2025
Q2 		$941K Buy
21,718
+2,530
+13% +$96.1K 0.06% 269
2025
Q1 		$726K Buy
19,188
+561
+3% +$21.5K 0.05% 305
2024
Q4 		$709K Sell
18,627
-756
-4% -$33.8K 0.05% 306
2024
Q3 		$941K Sell
19,383
-515
-3% -$23.2K 0.07% 258
2024
Q2 		$817K Buy
19,898
+2,567
+15% +$129K 0.06% 279
2024
Q1 		$815K Sell
17,331
-5,857
-25% -$236K 0.08% 234
2023
Q4 		$987K Sell
23,188
-5,240
-18% -$194K 0.1% 192
2023
Q3 		$1.06M Sell
28,428
-1,291
-4% -$52K 0.12% 171
2023
Q2 		$1.19M Sell
29,719
-25,425
-46% -$969K 0.14% 155
2023
Q1 		$2.26M Buy
55,144
+5,592
+11% +$233K 0.24% 98
2022
Q4 		$1.88M Buy
49,552
+13,649
+38% +$477K 0.2% 107
2022
Q3 		$981K Sell
35,903
-79,027
-69% -$2.31M 0.12% 166
2022
Q2 		$3.36M Sell
114,930
-85,453
-43% -$3.42M 0.37% 65
2022
Q1 		$9.97M Buy
200,383
+59,636
+42% +$2.64M 0.96% 19
2021
Q4 		$5.87M Buy
140,747
+52,515
+60% +$2M 0.58% 41
2021
Q3 		$2.87M Buy
88,232
+73,798
+511% +$2.6M 0.33% 75
2021
Q2 		$475K Hold
14,434
– – 0.07% 242
2021
Q1 		$475K Buy
14,434
+895
+7% +$29K 0.09% 200
2020
Q4 		$352K Buy
13,539
+351
+3% +$7.3K 0.07% 228
2020
Q3 		$206K Buy
+13,188
New +$190K 0.05% 259
2015
Q1 		– Sell
-10,819
Closed -$253K – 326
2014
Q4 		$253K Buy
10,819
+1,639
+18% +$45.2K 0.07% 259
2014
Q3 		$300K Buy
9,180
+2,955
+47% +$107K 0.09% 226
2014
Q2 		$227K Sell
6,225
-2,750
-31% -$94.1K 0.07% 268
2014
Q1 		$297K Sell
8,975
-375
-4% -$12.5K 0.1% 218
2013
Q4 		$353K Sell
9,350
-647
-6% -$22.9K 0.12% 177
2013
Q3 		$331 Sell
9,997
-137
-1% -$4.19K 0.1% 181
2013
Q2 		$280K Buy
+10,134
New +$309K 0.1% 199

Other funds holding FCX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Essex Financial Services's FCX Position: Q1 2026 in Review

Essex Financial Services reduced its Freeport-McMoran (FCX) stake by 6.8% in Q1 2026, selling an estimated $94.5K and leaving 21,309 shares worth $1.25M. The position accounts for 0.07% of the portfolio, ranked #238.

Essex Financial Services first reported a position in FCX in Q2 2013 and has held it in 30 quarters since. The position peaked at $9.97M in Q1 2022. 1,847 funds tracked by Wall St. Rank hold FCX as of Q1 2026.

  • Essex Financial Services held 21,309 shares of Freeport-McMoran worth $1.25M as of Q1 2026.
  • Essex Financial Services sold 1,564 Freeport-McMoran shares in Q1 2026, an estimated $94.5K.
  • Freeport-McMoran made up 0.07% of Essex Financial Services's portfolio in Q1 2026, its #238 holding.
  • Essex Financial Services first reported a position in Freeport-McMoran in Q2 2013 and has held it in 30 quarters since.
  • Essex Financial Services's Freeport-McMoran position peaked at $9.97M in Q1 2022.
  • 1,847 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.