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Journey Retirement Planning & Investment Management’s Freeport-McMoran FCX Stock Holding History

Journey Retirement Planning & Investment 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 		$268K Buy
4,267
+319
+8% +$20.5K 0.21% 120
2026
Q1 		$232K Sell
3,948
-12,892
-77% -$779K 0.2% 120
2025
Q4 		$855K Buy
+16,840
New +$730K 0.18% 115

Other funds holding FCX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Journey Retirement Planning & Investment Management's FCX Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its Freeport-McMoran (FCX) stake by 8.1% in Q2 2026, buying an estimated $20.5K and bringing the position to 4,267 shares worth $268K. The position accounts for 0.21% of the portfolio, ranked #120.

Journey Retirement Planning & Investment Management first reported a position in FCX in Q4 2025 and has held it in 3 quarters since. The position peaked at $855K in Q4 2025. 886 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 4,267 shares of Freeport-McMoran worth $268K as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 319 Freeport-McMoran shares in Q2 2026, an estimated $20.5K.
  • Freeport-McMoran made up 0.21% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #120 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Freeport-McMoran in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Freeport-McMoran position peaked at $855K in Q4 2025.
  • 886 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.