Heritage Trust’s Freeport-McMoran FCX Stock Holding History

Heritage Trust’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	$525K	Buy	8,354 +43	+0.5%	+$2.76K	0.05%	220
2026 Q1	$489K	Buy	+8,311	New	+$502K	0.05%	216
2021 Q4	–	Sell	-12,384	Closed	-$403K	–	245
2021 Q3	$403K	Sell	12,384 -615	-5%	-$21.7K	0.06%	192
2021 Q2	$483K	Sell	12,999 -847	-6%	-$33K	0.07%	180
2021 Q1	$456K	Sell	13,846 -723	-5%	-$23.4K	0.07%	178
2020 Q4	$379K	Buy	14,569 +221	+2%	+$4.59K	0.06%	175
2020 Q3	$224K	Buy	+14,348	New	+$207K	0.04%	197
2019 Q1	–	Sell	-600	Closed	-$6K	–	254
2018 Q4	$6K	Hold	600	–	–	﹤0.01%	341
2018 Q3	$8K	Hold	600	–	–	﹤0.01%	336
2018 Q2	$10K	Hold	600	–	–	﹤0.01%	298
2018 Q1	$11K	Hold	600	–	–	﹤0.01%	287
2017 Q4	$11K	Hold	600	–	–	﹤0.01%	276
2017 Q3	$8K	Hold	600	–	–	﹤0.01%	289
2017 Q2	$7K	Hold	600	–	–	﹤0.01%	267
2017 Q1	$8K	Buy	+600	New	+$8.62K	﹤0.01%	268

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

Heritage Trust's FCX Position: Q2 2026 in Review

Heritage Trust increased its Freeport-McMoran (FCX) stake by 0.52% in Q2 2026, buying an estimated $2.76K and bringing the position to 8,354 shares worth $525K. The position accounts for 0.05% of the portfolio, ranked #220.

Heritage Trust first reported a position in FCX in Q1 2017 and has held it in 15 quarters since. 1,888 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

Heritage Trust held 8,354 shares of Freeport-McMoran worth $525K as of Q2 2026.
Heritage Trust bought 43 Freeport-McMoran shares in Q2 2026, an estimated $2.76K.
Freeport-McMoran made up 0.05% of Heritage Trust's portfolio in Q2 2026, its #220 holding.
Heritage Trust first reported a position in Freeport-McMoran in Q1 2017 and has held it in 15 quarters since.
1,888 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Heritage Trust's 13F filing for Q2 2026, filed 6 Aug 2026.