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

Evelyn Partners Investment 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	$23.2M	Buy	395,226 +45,683	+13%	+$2.76M	0.63%	39
2025 Q4	$17.8M	Buy	349,543 +19,325	+6%	+$837K	0.49%	45
2025 Q3	$13M	Sell	330,218 -45,620	-12%	-$1.98M	0.37%	51
2025 Q2	$16.3M	Sell	375,838 -37,723	-9%	-$1.43M	0.5%	47
2025 Q1	$15.7M	Sell	413,561 -25,237	-6%	-$966K	0.52%	46
2024 Q4	$16.7M	Buy	+438,798	New	+$19.6M	0.54%	44

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

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

Evelyn Partners Investment Management increased its Freeport-McMoran (FCX) stake by 13% in Q1 2026, buying an estimated $2.76M and bringing the position to 395,226 shares worth $23.2M. The position accounts for 0.63% of the portfolio, ranked #39.

Evelyn Partners Investment Management first reported a position in FCX in Q4 2024 and has held it in 6 quarters since. 1,849 funds tracked by Wall St. Rank hold FCX as of Q1 2026.

Evelyn Partners Investment Management held 395,226 shares of Freeport-McMoran worth $23.2M as of Q1 2026.
Evelyn Partners Investment Management bought 45,683 Freeport-McMoran shares in Q1 2026, an estimated $2.76M.
Freeport-McMoran made up 0.63% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #39 holding.
Evelyn Partners Investment Management first reported a position in Freeport-McMoran in Q4 2024 and has held it in 6 quarters since.
1,849 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2026.

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