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EverSource Wealth Advisors’s Freeport-McMoran FCX Stock Holding History

EverSource Wealth Advisors’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 		$3.46M Buy
55,030
+32,377
+143% +$2.08M 0.12% 155
2026
Q1 		$1.33M Buy
22,653
+2,956
+15% +$179K 0.04% 313
2025
Q4 		$1M Buy
19,697
+1,099
+6% +$47.6K 0.04% 343
2025
Q3 		$729K Buy
18,598
+600
+3% +$26K 0.03% 388
2025
Q2 		$780K Buy
17,998
+9,195
+104% +$349K 0.04% 336
2025
Q1 		$333K Buy
8,803
+2,438
+38% +$93.3K 0.02% 486
2024
Q4 		$242K Sell
6,365
-1,921
-23% -$85.9K 0.01% 583
2024
Q3 		$414K Sell
8,286
-2,376
-22% -$107K 0.03% 374
2024
Q2 		$484K Buy
10,662
+3,581
+51% +$180K 0.03% 323
2024
Q1 		$354K Buy
7,081
+1,158
+20% +$46.8K 0.03% 339
2023
Q4 		$252K Sell
5,923
-158
-3% -$5.83K 0.02% 382
2023
Q3 		$227K Buy
6,081
+161
+3% +$6.49K 0.02% 371
2023
Q2 		$237K Buy
5,920
+2,819
+91% +$107K 0.03% 368
2023
Q1 		$127K Buy
3,101
+582
+23% +$24.2K 0.02% 470
2022
Q4 		$95.7K Sell
2,519
-2,237
-47% -$78.2K 0.01% 521
2022
Q3 		$130K Buy
4,756
+4,445
+1,429% +$130K 0.03% 367
2022
Q2 		$10K Sell
311
-116
-27% -$4.64K ﹤0.01% 1028
2022
Q1 		$22K Buy
427
+108
+34% +$4.78K 0.01% 658
2021
Q4 		$13K Buy
+319
New +$12.1K ﹤0.01% 844

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

EverSource Wealth Advisors's FCX Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Freeport-McMoran (FCX) stake by 143% in Q2 2026, buying an estimated $2.08M and bringing the position to 55,030 shares worth $3.46M. The position accounts for 0.12% of the portfolio, ranked #155.

EverSource Wealth Advisors first reported a position in FCX in Q4 2021 and has held it in 19 quarters since. 1,888 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • EverSource Wealth Advisors held 55,030 shares of Freeport-McMoran worth $3.46M as of Q2 2026.
  • EverSource Wealth Advisors bought 32,377 Freeport-McMoran shares in Q2 2026, an estimated $2.08M.
  • Freeport-McMoran made up 0.12% of EverSource Wealth Advisors's portfolio in Q2 2026, its #155 holding.
  • EverSource Wealth Advisors first reported a position in Freeport-McMoran in Q4 2021 and has held it in 19 quarters since.
  • 1,888 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.