Estate Planners Group’s Freeport-McMoran FCX Stock Holding History

Estate Planners 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 Q1	–	Sell	-103	Closed	-$5.23K	–	178
2025 Q4	$5.23K	Buy	+103	New	+$4.46K	﹤0.01%	334

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Estate Planners Group's FCX Position: Q1 2026 in Review

Estate Planners Group sold out of Freeport-McMoran (FCX) in Q1 2026, closing a stake of 103 shares — an estimated $5.23K sold.

Estate Planners Group first reported a position in FCX in Q4 2025 and held it in 1 quarter. The position peaked at $5.23K in Q4 2025. 1,858 funds tracked by Wall St. Rank hold FCX as of Q1 2026.

Estate Planners Group reported no remaining Freeport-McMoran position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 103 Freeport-McMoran shares in Q1 2026, an estimated $5.23K.
Estate Planners Group first reported a position in Freeport-McMoran in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Freeport-McMoran position peaked at $5.23K in Q4 2025.
1,858 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.