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 Q2	$500K	Buy	7,947 +558	+8%	+$35.9K	0.02%	590
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gladstone Institutional Advisory's FCX Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Freeport-McMoran (FCX) stake by 7.6% in Q2 2026, buying an estimated $35.9K and bringing the position to 7,947 shares worth $500K. The position accounts for 0.02% of the portfolio, ranked #590.

Gladstone Institutional Advisory first reported a position in FCX in Q1 2021 and has held it in 19 quarters since. The position peaked at $530K in Q4 2023. 1,896 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

Gladstone Institutional Advisory held 7,947 shares of Freeport-McMoran worth $500K as of Q2 2026.
Gladstone Institutional Advisory bought 558 Freeport-McMoran shares in Q2 2026, an estimated $35.9K.
Freeport-McMoran made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #590 holding.
Gladstone Institutional Advisory first reported a position in Freeport-McMoran in Q1 2021 and has held it in 19 quarters since.
Gladstone Institutional Advisory's Freeport-McMoran position peaked at $530K in Q4 2023.
1,896 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.