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Evercore Wealth Management’s Freeport-McMoran FCX Stock Holding History

Evercore Wealth 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
Q2 		$286K Sell
4,542
-1
-0% -$64 ﹤0.01% 342
2026
Q1 		$267K Buy
+4,543
New +$274K ﹤0.01% 347
2018
Q1 		– Sell
-2,600
Closed -$49K – 498
2017
Q4 		$49K Hold
2,600
– – ﹤0.01% 584
2017
Q3 		$37K Hold
2,600
– – ﹤0.01% 612
2017
Q2 		$31K Hold
2,600
– – ﹤0.01% 642
2017
Q1 		$35K Sell
2,600
-98
-4% -$1.41K ﹤0.01% 660
2016
Q4 		$35K Buy
2,698
+1,048
+64% +$13.4K ﹤0.01% 660
2016
Q3 		$18K Sell
1,650
-280
-15% -$3.22K ﹤0.01% 785
2016
Q2 		$22K Sell
1,930
-175
-8% -$1.94K ﹤0.01% 733
2016
Q1 		$22K Sell
2,105
-569
-21% -$4K ﹤0.01% 703
2015
Q4 		$18K Buy
2,674
+614
+30% +$5.85K ﹤0.01% 779
2015
Q3 		$21K Sell
2,060
-2,520
-55% -$30.2K ﹤0.01% 729
2015
Q2 		$86K Sell
4,580
-400
-8% -$8.26K ﹤0.01% 547
2015
Q1 		$95K Sell
4,980
-7,406
-60% -$146K ﹤0.01% 534
2014
Q4 		$288K Sell
12,386
-942
-7% -$26K 0.01% 312
2014
Q3 		$437K Buy
13,328
+4,373
+49% +$159K 0.02% 284
2014
Q2 		$327K Sell
8,955
-1,945
-18% -$66.6K 0.02% 325
2014
Q1 		$361K Sell
10,900
-8,856
-45% -$295K 0.02% 299
2013
Q4 		$745K Buy
19,756
+7,817
+65% +$277K 0.04% 216
2013
Q3 		$395K Sell
11,939
-977
-8% -$29.9K 0.02% 307
2013
Q2 		$356K Buy
+12,916
New +$394K 0.02% 328

Other funds holding FCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evercore Wealth Management's FCX Position: Q2 2026 in Review

Evercore Wealth Management reduced its Freeport-McMoran (FCX) stake by 0.02% in Q2 2026, selling an estimated $64 and leaving 4,542 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

Evercore Wealth Management first reported a position in FCX in Q2 2013 and has held it in 21 quarters since. The position peaked at $745K in Q4 2013. 1,888 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Evercore Wealth Management held 4,542 shares of Freeport-McMoran worth $286K as of Q2 2026.
  • Evercore Wealth Management sold 1 Freeport-McMoran share in Q2 2026, an estimated $64.
  • Freeport-McMoran made up ﹤0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #342 holding.
  • Evercore Wealth Management first reported a position in Freeport-McMoran in Q2 2013 and has held it in 21 quarters since.
  • Evercore Wealth Management's Freeport-McMoran position peaked at $745K in Q4 2013.
  • 1,888 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.