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

Exencial 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
Q1 		$595K Buy
10,117
+16
+0.2% +$967 0.02% 370
2025
Q4 		$513K Buy
10,101
+1,909
+23% +$82.7K 0.02% 387
2025
Q3 		$321K Buy
8,192
+2,093
+34% +$90.8K 0.01% 444
2025
Q2 		$264K Sell
6,099
-110
-2% -$4.18K 0.01% 447
2025
Q1 		$235K Sell
6,209
-317
-5% -$12.1K 0.01% 463
2024
Q4 		$249K Sell
6,526
-572
-8% -$25.6K 0.01% 456
2024
Q3 		$354K Buy
7,098
+306
+5% +$13.8K 0.01% 414
2024
Q2 		$330K Buy
6,792
+69
+1% +$3.48K 0.01% 417
2024
Q1 		$316K Buy
6,723
+476
+8% +$19.2K 0.01% 427
2023
Q4 		$266K Buy
6,247
+772
+14% +$28.5K 0.01% 433
2023
Q3 		$204K Sell
5,475
-179
-3% -$7.21K 0.01% 413
2023
Q2 		$226K Buy
5,654
+210
+4% +$8K 0.01% 406
2023
Q1 		$223K Sell
5,444
-601
-10% -$25K 0.01% 389
2022
Q4 		$230K Buy
+6,045
New +$211K 0.01% 395

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
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Exencial Wealth Advisors's FCX Position: Q1 2026 in Review

Exencial Wealth Advisors increased its Freeport-McMoran (FCX) stake by 0.16% in Q1 2026, buying an estimated $967 and bringing the position to 10,117 shares worth $595K. The position accounts for 0.02% of the portfolio, ranked #370.

Exencial Wealth Advisors first reported a position in FCX in Q4 2022 and has held it in 14 quarters since. 1,858 funds tracked by Wall St. Rank hold FCX as of Q1 2026.

  • Exencial Wealth Advisors held 10,117 shares of Freeport-McMoran worth $595K as of Q1 2026.
  • Exencial Wealth Advisors bought 16 Freeport-McMoran shares in Q1 2026, an estimated $967.
  • Freeport-McMoran made up 0.02% of Exencial Wealth Advisors's portfolio in Q1 2026, its #370 holding.
  • Exencial Wealth Advisors first reported a position in Freeport-McMoran in Q4 2022 and has held it in 14 quarters since.
  • 1,858 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.