EWM
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Evermay Wealth Management’s Freeport-McMoran FCX Stock Holding History

Evermay 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 		$24.5K Hold
390
– – ﹤0.01% 425
2026
Q1 		$22.9K Hold
390
– – ﹤0.01% 380
2025
Q4 		$19.8K Buy
+390
New +$16.9K ﹤0.01% 391
2025
Q1 		– Sell
-202
Closed -$7.69K – 589
2024
Q4 		$7.69K Sell
202
-45
-18% -$2.01K ﹤0.01% 466
2024
Q3 		$12.3K Sell
247
-63
-20% -$2.84K ﹤0.01% 441
2024
Q2 		$15.1K Hold
310
– – ﹤0.01% 417
2024
Q1 		$14.6K Sell
310
-13
-4% -$525 ﹤0.01% 436
2023
Q4 		$13.8K Buy
323
+13
+4% +$480 ﹤0.01% 420
2023
Q3 		$11.6K Hold
310
– – ﹤0.01% 412
2023
Q2 		$12.4K Buy
310
+45
+17% +$1.72K ﹤0.01% 406
2023
Q1 		$10.8K Buy
+265
New +$11K ﹤0.01% 412
2021
Q3 		– Sell
-300
Closed -$11K – 485
2021
Q2 		$11K Buy
+300
New +$11.7K ﹤0.01% 402

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

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

Evermay Wealth Management held its Freeport-McMoran (FCX) position steady in Q2 2026 at 390 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Evermay Wealth Management first reported a position in FCX in Q2 2021 and has held it in 12 quarters since. 1,888 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Evermay Wealth Management held 390 shares of Freeport-McMoran worth $24.5K as of Q2 2026.
  • Evermay Wealth Management left its Freeport-McMoran share count unchanged in Q2 2026.
  • Freeport-McMoran made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #425 holding.
  • Evermay Wealth Management first reported a position in Freeport-McMoran in Q2 2021 and has held it in 12 quarters since.
  • 1,888 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.