BFC Planning, Inc.’s Freeport-McMoran FCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$521K Sell
8,279
-1,322
-14% -$85K 0.02% 592
2026
Q1
$564K Sell
9,601
-961
-9% -$58.1K 0.03% 529
2025
Q4
$536K Buy
10,562
+5,784
+121% +$251K 0.02% 529
2025
Q3
$187K Buy
4,778
+197
+4% +$8.55K 0.01% 691
2025
Q2
$199K Buy
4,581
+945
+26% +$35.9K 0.02% 636
2025
Q1
$138K Buy
3,636
+1,508
+71% +$57.7K 0.01% 751
2024
Q4
$81K Buy
+2,128
New +$95.2K 0.01% 945

Other funds holding FCX

BFC Planning, Inc.'s FCX Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Freeport-McMoran (FCX) stake by 14% in Q2 2026, selling an estimated $85K and leaving 8,279 shares worth $521K. The position accounts for 0.02% of the portfolio, ranked #592.

BFC Planning, Inc. first reported a position in FCX in Q4 2024 and has held it in 7 quarters since. The position peaked at $564K in Q1 2026. 1,904 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • BFC Planning, Inc. held 8,279 shares of Freeport-McMoran worth $521K as of Q2 2026.
  • BFC Planning, Inc. sold 1,322 Freeport-McMoran shares in Q2 2026, an estimated $85K.
  • Freeport-McMoran made up 0.02% of BFC Planning, Inc.'s portfolio in Q2 2026, its #592 holding.
  • BFC Planning, Inc. first reported a position in Freeport-McMoran in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Freeport-McMoran position peaked at $564K in Q1 2026.
  • 1,904 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.