Evanson Asset Management’s Freeport-McMoran FCX Stock Holding History

Evanson Asset Management’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	$223K	Sell	3,800 -600	-14%	-$36.3K	0.01%	300
2025 Q4	$223K	Sell	4,400 -3,000	-41%	-$130K	0.01%	313
2025 Q3	$290K	Hold	7,400	–	–	0.02%	264
2025 Q2	$321K	Buy	7,400 +700	+10%	+$26.6K	0.02%	246
2025 Q1	$254K	Sell	6,700 -2,360	-26%	-$90.3K	0.02%	267
2024 Q4	$345K	Buy	9,060 +1,500	+20%	+$67.1K	0.02%	217
2024 Q3	$377K	Hold	7,560	–	–	0.03%	210
2024 Q2	$367K	Sell	7,560 -500	-6%	-$25.2K	0.03%	203
2024 Q1	$379K	Sell	8,060 -301	-4%	-$12.2K	0.03%	213
2023 Q4	$356K	Buy	+8,361	New	+$309K	0.03%	213
2022 Q3	–	Sell	-21,716	Closed	-$635K	–	265
2022 Q2	$635K	Hold	21,716	–	–	0.07%	125
2022 Q1	$1.08M	Hold	21,716	–	–	0.11%	91
2021 Q4	$906K	Hold	21,716	–	–	0.08%	105
2021 Q3	$809K	Buy	+21,716	New	+$765K	0.08%	122

Other funds holding FCX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Evanson Asset Management's FCX Position: Q1 2026 in Review

Evanson Asset Management reduced its Freeport-McMoran (FCX) stake by 14% in Q1 2026, selling an estimated $36.3K and leaving 3,800 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #300.

Evanson Asset Management first reported a position in FCX in Q3 2021 and has held it in 14 quarters since. The position peaked at $1.08M in Q1 2022. 1,847 funds tracked by Wall St. Rank hold FCX as of Q1 2026.

Evanson Asset Management held 3,800 shares of Freeport-McMoran worth $223K as of Q1 2026.
Evanson Asset Management sold 600 Freeport-McMoran shares in Q1 2026, an estimated $36.3K.
Freeport-McMoran made up 0.01% of Evanson Asset Management's portfolio in Q1 2026, its #300 holding.
Evanson Asset Management first reported a position in Freeport-McMoran in Q3 2021 and has held it in 14 quarters since.
Evanson Asset Management's Freeport-McMoran position peaked at $1.08M in Q1 2022.
1,847 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.