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Fortis Advisors’s Freeport-McMoran FCX Stock Holding History

Fortis 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 		$583K Hold
9,275
– – 0.27% 56
2026
Q1 		$545K Sell
9,275
-2,800
-23% -$169K 0.27% 59
2025
Q4 		$613K Hold
12,075
– – 0.33% 55
2025
Q3 		$474K Sell
12,075
-1,600
-12% -$69.4K 0.27% 65
2025
Q2 		$593K Hold
13,675
– – 0.38% 51
2025
Q1 		$518K Buy
13,675
+1,600
+13% +$61.2K 0.34% 57
2024
Q4 		$460K Buy
12,075
+1,275
+12% +$57K 0.3% 63
2024
Q3 		$539K Hold
10,800
– – 0.35% 53
2024
Q2 		$525K Sell
10,800
-1,074
-9% -$54.1K 0.37% 43
2024
Q1 		$558K Buy
11,874
+74
+0.6% +$2.99K 0.37% 41
2023
Q4 		$502K Hold
11,800
– – 0.36% 41
2023
Q3 		$440K Hold
11,800
– – 0.33% 47
2023
Q2 		$472K Hold
11,800
– – 0.34% 43
2023
Q1 		$483K Sell
11,800
-3,250
-22% -$135K 0.32% 43
2022
Q4 		$572K Hold
15,050
– – 0.44% 34
2022
Q3 		$411K Buy
15,050
+3,050
+25% +$89.3K 0.29% 47
2022
Q2 		$351K Buy
12,000
+3,000
+33% +$120K 0.23% 61
2022
Q1 		$448K Sell
9,000
-1,500
-14% -$66.4K 0.25% 57
2021
Q4 		$438K Buy
10,500
+1,500
+17% +$57K 0.25% 56
2021
Q3 		$293K Buy
9,000
+3,000
+50% +$106K 0.18% 75
2021
Q2 		$223K Buy
+6,000
New +$234K 0.13% 94
2020
Q1 		– Sell
-26,682
Closed -$350K – 337
2019
Q4 		$350K Hold
26,682
– – 0.21% 65
2019
Q3 		$255K Buy
26,682
+24,872
+1,374% +$255K 0.12% 86
2019
Q2 		$21K Hold
1,810
– – 0.01% 282
2019
Q1 		$23K Sell
1,810
-305
-14% -$3.69K 0.01% 263
2018
Q4 		$22K Sell
2,115
-1,388
-40% -$16.2K 0.01% 255
2018
Q3 		$49K Hold
3,503
– – 0.03% 202
2018
Q2 		$60K Buy
+3,503
New +$59.4K 0.03% 192

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 $3.38T AUM 44.17% 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

Fortis Advisors's FCX Position: Q2 2026 in Review

Fortis Advisors held its Freeport-McMoran (FCX) position steady in Q2 2026 at 9,275 shares worth $583K. The position accounts for 0.27% of the portfolio, ranked #56.

Fortis Advisors first reported a position in FCX in Q2 2018 and has held it in 28 quarters since. The position peaked at $613K in Q4 2025. 1,899 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Fortis Advisors held 9,275 shares of Freeport-McMoran worth $583K as of Q2 2026.
  • Fortis Advisors left its Freeport-McMoran share count unchanged in Q2 2026.
  • Freeport-McMoran made up 0.27% of Fortis Advisors's portfolio in Q2 2026, its #56 holding.
  • Fortis Advisors first reported a position in Freeport-McMoran in Q2 2018 and has held it in 28 quarters since.
  • Fortis Advisors's Freeport-McMoran position peaked at $613K in Q4 2025.
  • 1,899 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Fortis Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.