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Jeppson Wealth Management’s Freeport-McMoran FCX Stock Holding History

Jeppson Wealth Management’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 		$3.3M Buy
52,468
+315
+0.6% +$20.3K 0.97% 22
2026
Q1 		$3.07M Sell
52,153
-650
-1% -$39.3K 0.96% 25
2025
Q4 		$2.68M Sell
52,803
-1,010
-2% -$43.8K 0.85% 30
2025
Q3 		$2.11M Buy
53,813
+1,515
+3% +$65.7K 0.67% 36
2025
Q2 		$2.27M Buy
52,298
+2,458
+5% +$93.4K 0.78% 32
2025
Q1 		$1.89M Buy
49,840
+7,646
+18% +$293K 0.69% 38
2024
Q4 		$1.61M Buy
42,194
+3,663
+10% +$164K 0.58% 44
2024
Q3 		$1.92M Sell
38,531
-50
-0.1% -$2.25K 0.69% 37
2024
Q2 		$1.88M Sell
38,581
-383
-1% -$19.3K 0.72% 32
2024
Q1 		$1.83M Buy
38,964
+723
+2% +$29.2K 0.71% 30
2023
Q4 		$1.63M Buy
38,241
+9,706
+34% +$358K 0.67% 36
2023
Q3 		$1.06M Buy
28,535
+2,158
+8% +$86.9K 0.49% 56
2023
Q2 		$1.06M Sell
26,377
-262
-1% -$9.98K 0.46% 58
2023
Q1 		$1.09M Buy
26,639
+475
+2% +$19.8K 0.47% 54
2022
Q4 		$994K Buy
26,164
+545
+2% +$19K 0.42% 56
2022
Q3 		$700K Buy
25,619
+4,834
+23% +$141K 0.32% 71
2022
Q2 		$608K Buy
20,785
+1,535
+8% +$61.4K 0.26% 87
2022
Q1 		$957K Sell
19,250
-163
-0.8% -$7.22K 0.45% 56
2021
Q4 		$810K Buy
19,413
+1,712
+10% +$65.1K 0.39% 64
2021
Q3 		$575K Buy
+17,701
New +$623K 0.3% 74

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

Jeppson Wealth Management's FCX Position: Q2 2026 in Review

Jeppson Wealth Management increased its Freeport-McMoran (FCX) stake by 0.6% in Q2 2026, buying an estimated $20.3K and bringing the position to 52,468 shares worth $3.3M. The position accounts for 0.97% of the portfolio, ranked #22.

Jeppson Wealth Management first reported a position in FCX in Q3 2021 and has held it in 20 quarters since. 1,886 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Jeppson Wealth Management held 52,468 shares of Freeport-McMoran worth $3.3M as of Q2 2026.
  • Jeppson Wealth Management bought 315 Freeport-McMoran shares in Q2 2026, an estimated $20.3K.
  • Freeport-McMoran made up 0.97% of Jeppson Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Jeppson Wealth Management first reported a position in Freeport-McMoran in Q3 2021 and has held it in 20 quarters since.
  • 1,886 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.