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GoalVest Advisory’s Freeport-McMoran FCX Stock Holding History

GoalVest 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
Q3 		$4.69K Sell
67
-13
-16% -$885 ﹤0.01% 572
2026
Q2 		$5.03K Sell
80
-29,808
-100% -$1.92M ﹤0.01% 379
2026
Q1 		$1.76M Buy
29,888
+67
+0.2% +$4.05K 0.34% 46
2025
Q4 		$1.51M Sell
29,821
-550
-2% -$23.8K 0.29% 53
2025
Q3 		$1.19M Buy
30,371
+2,000
+7% +$86.8K 0.25% 71
2025
Q2 		$1.23M Sell
28,371
-11
-0% -$418 0.3% 63
2025
Q1 		$1.07M Buy
28,382
+3,511
+14% +$134K 0.3% 68
2024
Q4 		$947K Sell
24,871
-500
-2% -$22.4K 0.26% 64
2024
Q3 		$1.27M Sell
25,371
-3,200
-11% -$144K 0.36% 49
2024
Q2 		$1.39M Buy
28,571
+900
+3% +$45.4K 0.44% 36
2024
Q1 		$1.3M Buy
27,671
+27,623
+57,548% +$1.12M 0.43% 39
2023
Q4 		$2.04K Hold
48
– – ﹤0.01% 330
2023
Q3 		$1.79K Hold
48
– – ﹤0.01% 429
2023
Q2 		$1.92K Sell
48
-1,316
-96% -$50.2K ﹤0.01% 349
2023
Q1 		$55.8K Buy
1,364
+1,316
+2,742% +$54.7K 0.03% 112
2022
Q4 		$1.82K Hold
48
– – ﹤0.01% 218
2022
Q3 		$1K Hold
48
– – ﹤0.01% 243
2022
Q2 		$1K Hold
48
– – ﹤0.01% 290
2022
Q1 		$2K Buy
+48
New +$2.13K ﹤0.01% 291

Other funds holding FCX

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
PBBUPS
PKO BP Bankowy Universal Pension Society Warsaw, Poland $340M AUM 228.33% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

GoalVest Advisory's FCX Position: Q3 2026 in Review

GoalVest Advisory reduced its Freeport-McMoran (FCX) stake by 16% in Q3 2026, selling an estimated $885 and leaving 67 shares worth $4.69K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

GoalVest Advisory first reported a position in FCX in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.76M in Q1 2026. 95 funds tracked by Wall St. Rank hold FCX as of Q3 2026.

  • GoalVest Advisory held 67 shares of Freeport-McMoran worth $4.69K as of Q3 2026.
  • GoalVest Advisory sold 13 Freeport-McMoran shares in Q3 2026, an estimated $885.
  • Freeport-McMoran made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #572 holding.
  • GoalVest Advisory first reported a position in Freeport-McMoran in Q1 2022 and has held it in 19 quarters since.
  • GoalVest Advisory's Freeport-McMoran position peaked at $1.76M in Q1 2026.
  • 95 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.