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Evelyn Partners Investment Management Services’s Freeport-McMoran FCX Stock Holding History

Evelyn Partners Investment Management 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 		$341K Buy
5,804
+115
+2% +$6.95K 0.04% 112
2025
Q4 		$289K Sell
5,689
-525
-8% -$22.8K 0.04% 119
2025
Q3 		$244K Sell
6,214
-4,685
-43% -$203K 0.03% 123
2025
Q2 		$472K Buy
10,899
+100
+0.9% +$3.8K 0.07% 99
2025
Q1 		$409K Buy
10,799
+3,906
+57% +$149K 0.07% 100
2024
Q4 		$262K Buy
+6,893
New +$308K 0.05% 106

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

Evelyn Partners Investment Management Services's FCX Position: Q1 2026 in Review

Evelyn Partners Investment Management Services increased its Freeport-McMoran (FCX) stake by 2% in Q1 2026, buying an estimated $6.95K and bringing the position to 5,804 shares worth $341K. The position accounts for 0.04% of the portfolio, ranked #112.

Evelyn Partners Investment Management Services first reported a position in FCX in Q4 2024 and has held it in 6 quarters since. The position peaked at $472K in Q2 2025. 1,849 funds tracked by Wall St. Rank hold FCX as of Q1 2026.

  • Evelyn Partners Investment Management Services held 5,804 shares of Freeport-McMoran worth $341K as of Q1 2026.
  • Evelyn Partners Investment Management Services bought 115 Freeport-McMoran shares in Q1 2026, an estimated $6.95K.
  • Freeport-McMoran made up 0.04% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #112 holding.
  • Evelyn Partners Investment Management Services first reported a position in Freeport-McMoran in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management Services's Freeport-McMoran position peaked at $472K in Q2 2025.
  • 1,849 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.