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Gladstone Institutional Advisory’s Freeport-McMoran FCX Stock Holding History

Gladstone Institutional Advisory’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 		$434K Sell
7,389
-1,819
-20% -$110K 0.02% 568
2025
Q4 		$468K Buy
9,208
+2,412
+35% +$105K 0.02% 513
2025
Q3 		$267K Buy
6,796
+829
+14% +$36K 0.01% 684
2025
Q2 		$259K Sell
5,967
-3,027
-34% -$115K 0.01% 639
2025
Q1 		$340K Sell
8,994
-434
-5% -$16.6K 0.02% 555
2024
Q4 		$359K Buy
9,428
+4,958
+111% +$222K 0.02% 547
2024
Q3 		$223K Sell
4,470
-4,301
-49% -$194K 0.01% 633
2024
Q2 		$426K Buy
8,771
+1,299
+17% +$65.5K 0.02% 455
2024
Q1 		$351K Sell
7,472
-4,984
-40% -$201K 0.02% 501
2023
Q4 		$530K Buy
12,456
+2,776
+29% +$103K 0.03% 407
2023
Q3 		$361K Buy
9,680
+301
+3% +$12.1K 0.02% 454
2023
Q2 		$375K Sell
9,379
-1,521
-14% -$58K 0.02% 454
2023
Q1 		$446K Buy
10,900
+4,142
+61% +$172K 0.03% 433
2022
Q4 		$257K Buy
+6,758
New +$236K 0.02% 542
2022
Q2 		– Sell
-5,940
Closed -$295K – 677
2022
Q1 		$295K Buy
5,940
+1,159
+24% +$51.3K 0.02% 553
2021
Q4 		$200K Buy
+4,781
New +$182K 0.02% 568
2021
Q3 		– Sell
-9,685
Closed -$359K – 565
2021
Q2 		$359K Buy
9,685
+1,366
+16% +$53.2K 0.04% 361
2021
Q1 		$274K Buy
+8,319
New +$270K 0.04% 332

Other funds holding FCX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Gladstone Institutional Advisory's FCX Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its Freeport-McMoran (FCX) stake by 20% in Q1 2026, selling an estimated $110K and leaving 7,389 shares worth $434K. The position accounts for 0.02% of the portfolio, ranked #568.

Gladstone Institutional Advisory first reported a position in FCX in Q1 2021 and has held it in 18 quarters since. The position peaked at $530K in Q4 2023. 1,847 funds tracked by Wall St. Rank hold FCX as of Q1 2026.

  • Gladstone Institutional Advisory held 7,389 shares of Freeport-McMoran worth $434K as of Q1 2026.
  • Gladstone Institutional Advisory sold 1,819 Freeport-McMoran shares in Q1 2026, an estimated $110K.
  • Freeport-McMoran made up 0.02% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #568 holding.
  • Gladstone Institutional Advisory first reported a position in Freeport-McMoran in Q1 2021 and has held it in 18 quarters since.
  • Gladstone Institutional Advisory's Freeport-McMoran position peaked at $530K in Q4 2023.
  • 1,847 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.