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Heritage Wealth Management (Ohio)’s Freeport-McMoran FCX Stock Holding History

Heritage Wealth Management (Ohio)’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 		$1.84M Sell
29,185
-325
-1% -$20.9K 0.46% 60
2026
Q1 		$1.73M Sell
29,510
-450
-2% -$27.2K 0.86% 40
2025
Q4 		$1.52M Sell
29,960
-32
-0.1% -$1.39K 0.42% 65
2025
Q3 		$1.18M Buy
29,992
+789
+3% +$34.2K 0.35% 76
2025
Q2 		$1.27M Sell
29,203
-2,615
-8% -$99.3K 0.41% 66
2025
Q1 		$1.2M Sell
31,818
-354
-1% -$13.5K 0.41% 62
2024
Q4 		$1.23M Sell
32,172
-88
-0.3% -$3.94K 0.41% 63
2024
Q3 		$1.61M Sell
32,260
-660
-2% -$29.7K 0.53% 40
2024
Q2 		$1.7M Buy
+32,920
New +$1.66M 0.57% 40

Other funds holding FCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s FCX Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) reduced its Freeport-McMoran (FCX) stake by 1.1% in Q2 2026, selling an estimated $20.9K and leaving 29,185 shares worth $1.84M. The position accounts for 0.46% of the portfolio, ranked #60.

Heritage Wealth Management (Ohio) first reported a position in FCX in Q2 2024 and has held it in 9 quarters since. 1,888 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 29,185 shares of Freeport-McMoran worth $1.84M as of Q2 2026.
  • Heritage Wealth Management (Ohio) sold 325 Freeport-McMoran shares in Q2 2026, an estimated $20.9K.
  • Freeport-McMoran made up 0.46% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #60 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Freeport-McMoran in Q2 2024 and has held it in 9 quarters since.
  • 1,888 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.