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

Evergreen Wealth Solutions’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 		$337K Buy
5,043
+567
+13% +$36.4K 0.02% 398
2026
Q1 		$263K Buy
+4,476
New +$270K 0.02% 350

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

Evergreen Wealth Solutions's FCX Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Freeport-McMoran (FCX) stake by 13% in Q2 2026, buying an estimated $36.4K and bringing the position to 5,043 shares worth $337K. The position accounts for 0.02% of the portfolio, ranked #398.

Evergreen Wealth Solutions first reported a position in FCX in Q1 2026 and has held it in 2 quarters since. 1,888 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Evergreen Wealth Solutions held 5,043 shares of Freeport-McMoran worth $337K as of Q2 2026.
  • Evergreen Wealth Solutions bought 567 Freeport-McMoran shares in Q2 2026, an estimated $36.4K.
  • Freeport-McMoran made up 0.02% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #398 holding.
  • Evergreen Wealth Solutions first reported a position in Freeport-McMoran in Q1 2026 and has held it in 2 quarters since.
  • 1,888 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

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