PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Freeport-McMoran FCX Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$28.5K	Buy	452 +1	+0.2%	+$64	0.01%	378
2026 Q1	$26.5K	Sell	451 -286	-39%	-$17.3K	0.01%	351
2025 Q4	$37.4K	Buy	737 +3	+0.4%	+$130	0.01%	335
2025 Q3	$28.8K	Buy	+734	New	+$31.8K	0.01%	343
2025 Q2	–	Sell	-728	Closed	-$27.6K	–	511
2025 Q1	$27.6K	Buy	728 +3	+0.4%	+$115	0.01%	314
2024 Q4	$27.6K	Buy	725 +2	+0.3%	+$89	0.01%	314
2024 Q3	$36.1K	Buy	+723	New	+$32.6K	0.02%	249

Other funds holding FCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s FCX Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Freeport-McMoran (FCX) stake by 0.22% in Q2 2026, buying an estimated $64 and bringing the position to 452 shares worth $28.5K. The position accounts for 0.01% of the portfolio, ranked #378.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in FCX in Q3 2024 and has held it in 7 quarters since. The position peaked at $37.4K in Q4 2025. 1,095 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 452 shares of Freeport-McMoran worth $28.5K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 1 Freeport-McMoran share in Q2 2026, an estimated $64.
Freeport-McMoran made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #378 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Freeport-McMoran in Q3 2024 and has held it in 7 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Freeport-McMoran position peaked at $37.4K in Q4 2025.
1,095 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.