KWA
FCX icon

Kingswood Wealth Advisors’s Freeport-McMoran FCX Stock Holding History

Kingswood Wealth Advisors’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 		$2.16M Sell
34,367
-1,802
-5% -$116K 0.09% 243
2026
Q1 		$2.13M Sell
36,169
-3,551
-9% -$215K 0.1% 227
2025
Q4 		$2.02M Buy
39,720
+4,660
+13% +$202K 0.1% 212
2025
Q3 		$1.38M Sell
35,060
-540
-2% -$23.4K 0.08% 249
2025
Q2 		$1.54M Buy
35,600
+2,310
+7% +$87.7K 0.12% 181
2025
Q1 		$1.26M Buy
33,290
+310
+0.9% +$11.9K 0.12% 208
2024
Q4 		$1.26M Buy
32,980
+4,362
+15% +$195K 0.09% 226
2024
Q3 		$1.43M Buy
28,618
+5,215
+22% +$235K 0.1% 228
2024
Q2 		$1.14M Sell
23,403
-669
-3% -$33.7K 0.1% 208
2024
Q1 		$1.13M Sell
24,072
-408
-2% -$16.5K 0.13% 182
2023
Q4 		$1.04M Buy
24,480
+2,311
+10% +$85.3K 0.12% 189
2023
Q3 		$827K Buy
+22,169
New +$893K 0.14% 168

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

Kingswood Wealth Advisors's FCX Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Freeport-McMoran (FCX) stake by 5% in Q2 2026, selling an estimated $116K and leaving 34,367 shares worth $2.16M. The position accounts for 0.09% of the portfolio, ranked #243.

Kingswood Wealth Advisors first reported a position in FCX in Q3 2023 and has held it in 12 quarters since. 1,888 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Kingswood Wealth Advisors held 34,367 shares of Freeport-McMoran worth $2.16M as of Q2 2026.
  • Kingswood Wealth Advisors sold 1,802 Freeport-McMoran shares in Q2 2026, an estimated $116K.
  • Freeport-McMoran made up 0.09% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #243 holding.
  • Kingswood Wealth Advisors first reported a position in Freeport-McMoran in Q3 2023 and has held it in 12 quarters since.
  • 1,888 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.