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 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

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

GoalVest Advisory's FCX Position: Q2 2026 in Review

GoalVest Advisory reduced its Freeport-McMoran (FCX) stake by 100% in Q2 2026, selling an estimated $1.92M and leaving 80 shares worth $5.03K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

GoalVest Advisory first reported a position in FCX in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.76M in Q1 2026. 1,888 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

GoalVest Advisory held 80 shares of Freeport-McMoran worth $5.03K as of Q2 2026.
GoalVest Advisory sold 29,808 Freeport-McMoran shares in Q2 2026, an estimated $1.92M.
Freeport-McMoran made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #379 holding.
GoalVest Advisory first reported a position in Freeport-McMoran in Q1 2022 and has held it in 18 quarters since.
GoalVest Advisory's Freeport-McMoran position peaked at $1.76M in Q1 2026.
1,888 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.