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Everhart Financial Group’s Freeport-McMoran FCX Stock Holding History

Everhart Financial Group’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 		$547K Sell
8,704
-1,831
-17% -$118K 0.04% 266
2026
Q1 		$619K Buy
10,535
+1,259
+14% +$76.1K 0.05% 238
2025
Q4 		$471K Sell
9,276
-276
-3% -$12K 0.04% 268
2025
Q3 		$375K Buy
9,552
+743
+8% +$32.2K 0.04% 284
2025
Q2 		$382K Buy
8,809
+1,376
+19% +$52.3K 0.04% 262
2025
Q1 		$281K Sell
7,433
-581
-7% -$22.2K 0.04% 283
2024
Q4 		$305K Buy
8,014
+138
+2% +$6.17K 0.06% 254
2024
Q3 		$393K Sell
7,876
-868
-10% -$39.1K 0.09% 221
2024
Q2 		$425K Buy
8,744
+1,966
+29% +$99.1K 0.11% 182
2024
Q1 		$319K Buy
6,778
+704
+12% +$28.4K 0.09% 206
2023
Q4 		$259K Buy
6,074
+333
+6% +$12.3K 0.09% 203
2023
Q3 		$214K Buy
5,741
+435
+8% +$17.5K 0.09% 193
2023
Q2 		$212K Buy
5,306
+206
+4% +$7.85K 0.09% 204
2023
Q1 		$209K Buy
+5,100
New +$212K 0.09% 195

Other funds holding FCX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
DKAM
Drummond Knight Asset Management Crows Nest, NSW, Australia $545M AUM 73.62% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
PTEAP
Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland $297M AUM 41.74% 1-Year Est. Return
GPTE
Generali Powszechne Towarzystwo Emerytalne Warsaw, Poland $631M AUM 32.98% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Everhart Financial Group's FCX Position: Q2 2026 in Review

Everhart Financial Group reduced its Freeport-McMoran (FCX) stake by 17% in Q2 2026, selling an estimated $118K and leaving 8,704 shares worth $547K. The position accounts for 0.04% of the portfolio, ranked #266.

Everhart Financial Group first reported a position in FCX in Q1 2023 and has held it in 14 quarters since. The position peaked at $619K in Q1 2026. 417 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Everhart Financial Group held 8,704 shares of Freeport-McMoran worth $547K as of Q2 2026.
  • Everhart Financial Group sold 1,831 Freeport-McMoran shares in Q2 2026, an estimated $118K.
  • Freeport-McMoran made up 0.04% of Everhart Financial Group's portfolio in Q2 2026, its #266 holding.
  • Everhart Financial Group first reported a position in Freeport-McMoran in Q1 2023 and has held it in 14 quarters since.
  • Everhart Financial Group's Freeport-McMoran position peaked at $619K in Q1 2026.
  • 417 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.