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Evergreen Private Wealth’s Freeport-McMoran FCX Stock Holding History

Evergreen Private Wealth’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
2025
Q4 		– Sell
-5
Closed -$196 – 128
2025
Q3 		$196 Sell
5
-43
-90% -$1.86K ﹤0.01% 235
2025
Q2 		$2.08K Buy
48
+43
+860% +$1.63K ﹤0.01% 246
2025
Q1 		$189 Hold
5
– – ﹤0.01% 184
2024
Q4 		$190 Hold
5
– – ﹤0.01% 194
2024
Q3 		$250 Hold
5
– – ﹤0.01% 199
2024
Q2 		$243 Hold
5
– – ﹤0.01% 203
2024
Q1 		$235 Hold
5
– – ﹤0.01% 207
2023
Q4 		$213 Buy
+5
New +$185 ﹤0.01% 220

Other funds holding FCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Evergreen Private Wealth's FCX Position: Q4 2025 in Review

Evergreen Private Wealth sold out of Freeport-McMoran (FCX) in Q4 2025, closing a stake of 5 shares — an estimated $196 sold.

Evergreen Private Wealth first reported a position in FCX in Q4 2023 and held it in 8 quarters. The position peaked at $2.08K in Q2 2025. 1,712 funds tracked by Wall St. Rank hold FCX as of Q4 2025.

  • Evergreen Private Wealth reported no remaining Freeport-McMoran position as of Q4 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 5 Freeport-McMoran shares in Q4 2025, an estimated $196.
  • Evergreen Private Wealth first reported a position in Freeport-McMoran in Q4 2023 and held it in 8 quarters.
  • Evergreen Private Wealth's Freeport-McMoran position peaked at $2.08K in Q2 2025.
  • 1,712 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.