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Forum Financial Management’s Freeport-McMoran FCX Stock Holding History

Forum Financial 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
Q1 		– Sell
-19,477
Closed -$989K – 568
2025
Q4 		$989K Sell
19,477
-29
-0.1% -$1.26K 0.01% 253
2025
Q3 		$765K Buy
19,506
+4,766
+32% +$207K 0.01% 306
2025
Q2 		$639K Sell
14,740
-1,747
-11% -$66.3K 0.01% 327
2025
Q1 		$624K Buy
16,487
+2,578
+19% +$98.6K 0.01% 296
2024
Q4 		$530K Buy
13,909
+405
+3% +$18.1K 0.01% 361
2024
Q3 		$674K Sell
13,504
-7
-0.1% -$315 0.01% 253
2024
Q2 		$657K Sell
13,511
-448
-3% -$22.6K 0.01% 237
2024
Q1 		$656K Buy
13,959
+609
+5% +$24.6K 0.01% 258
2023
Q4 		$568K Sell
13,350
-526
-4% -$19.4K 0.01% 260
2023
Q3 		$517K Buy
13,876
+107
+0.8% +$4.31K 0.01% 275
2023
Q2 		$551K Buy
13,769
+105
+0.8% +$4K 0.01% 275
2023
Q1 		$559K Buy
13,664
+223
+2% +$9.28K 0.02% 241
2022
Q4 		$511K Buy
13,441
+257
+2% +$8.98K 0.02% 248
2022
Q3 		$360K Buy
13,184
+66
+0.5% +$1.93K 0.02% 296
2022
Q2 		$384K Hold
13,118
– – 0.02% 285
2022
Q1 		$652K Sell
13,118
-40
-0.3% -$1.77K 0.03% 195
2021
Q4 		$549K Buy
+13,158
New +$500K 0.03% 224

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

Forum Financial Management's FCX Position: Q1 2026 in Review

Forum Financial Management sold out of Freeport-McMoran (FCX) in Q1 2026, closing a stake of 19,477 shares — an estimated $989K sold.

Forum Financial Management first reported a position in FCX in Q4 2021 and held it in 17 quarters. The position peaked at $989K in Q4 2025. 1,858 funds tracked by Wall St. Rank hold FCX as of Q1 2026.

  • Forum Financial Management reported no remaining Freeport-McMoran position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 19,477 Freeport-McMoran shares in Q1 2026, an estimated $989K.
  • Forum Financial Management first reported a position in Freeport-McMoran in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Freeport-McMoran position peaked at $989K in Q4 2025.
  • 1,858 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.