Great Valley Advisor Group’s Freeport-McMoran FCX Stock Holding History

Great Valley Advisor Group’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	$1.06M	Buy	16,827 +4,759	+39%	+$306K	0.02%	537
2026 Q1	$709K	Buy	12,068 +1,932	+19%	+$117K	0.01%	584
2025 Q4	$515K	Buy	10,136 +3,299	+48%	+$143K	0.01%	619
2025 Q3	$268K	Buy	6,837 +413	+6%	+$17.9K	0.01%	799
2025 Q2	$279K	Sell	6,424 -41	-0.6%	-$1.56K	0.01%	763
2025 Q1	$244K	Buy	+6,465	New	+$247K	0.01%	781
2024 Q4	–	Sell	-5,645	Closed	-$282K	–	858
2024 Q3	$282K	Buy	+5,645	New	+$254K	0.01%	702
2021 Q3	–	Sell	-10,042	Closed	-$373K	–	580
2021 Q2	$373K	Sell	10,042 -17,368	-63%	-$677K	0.03%	408
2021 Q1	$903K	Buy	+27,410	New	+$889K	0.09%	208
2020 Q1	–	Sell	-40,364	Closed	-$530K	–	331
2019 Q4	$530K	Buy	+40,364	New	+$443K	0.12%	197

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

Great Valley Advisor Group's FCX Position: Q2 2026 in Review

Great Valley Advisor Group increased its Freeport-McMoran (FCX) stake by 39% in Q2 2026, buying an estimated $306K and bringing the position to 16,827 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #537.

Great Valley Advisor Group first reported a position in FCX in Q4 2019 and has held it in 10 quarters since. 1,888 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

Great Valley Advisor Group held 16,827 shares of Freeport-McMoran worth $1.06M as of Q2 2026.
Great Valley Advisor Group bought 4,759 Freeport-McMoran shares in Q2 2026, an estimated $306K.
Freeport-McMoran made up 0.02% of Great Valley Advisor Group's portfolio in Q2 2026, its #537 holding.
Great Valley Advisor Group first reported a position in Freeport-McMoran in Q4 2019 and has held it in 10 quarters since.
1,888 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.