Kovitz Investment Group Partners’s Freeport-McMoran FCX Stock Holding History

Kovitz Investment Group Partners’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	–	Sell	-39,432	Closed	-$2.32M	–	495
2026 Q1	$2.32M	Sell	39,432 -1,550	-4%	-$93.6K	0.05%	205
2025 Q4	$2.08M	Sell	40,982 -102,932	-72%	-$4.46M	0.05%	229
2025 Q3	$5.64M	Buy	143,914 +52,666	+58%	+$2.28M	0.02%	444
2025 Q2	$3.96M	Buy	91,248 +15,711	+21%	+$597K	0.02%	485
2025 Q1	$2.86M	Buy	75,537 +19,462	+35%	+$745K	0.01%	509
2024 Q4	$2.14M	Buy	56,075 +7,774	+16%	+$348K	0.01%	559
2024 Q3	$1.57M	Buy	48,301 +25,581	+113%	+$1.15M	0.01%	537
2024 Q2	$1.1M	Buy	+22,720	New	+$1.14M	0.01%	521

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 $3.38T AUM 44.17% 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

Kovitz Investment Group Partners's FCX Position: Q2 2026 in Review

Kovitz Investment Group Partners sold out of Freeport-McMoran (FCX) in Q2 2026, closing a stake of 39,432 shares — an estimated $2.32M sold.

Kovitz Investment Group Partners first reported a position in FCX in Q2 2024 and held it in 8 quarters. The position peaked at $5.64M in Q3 2025. 1,899 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

Kovitz Investment Group Partners reported no remaining Freeport-McMoran position as of Q2 2026 after selling out during the quarter.
Kovitz Investment Group Partners sold 39,432 Freeport-McMoran shares in Q2 2026, an estimated $2.32M.
Kovitz Investment Group Partners first reported a position in Freeport-McMoran in Q2 2024 and held it in 8 quarters.
Kovitz Investment Group Partners's Freeport-McMoran position peaked at $5.64M in Q3 2025.
1,899 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.