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 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Kovitz Investment Group Partners's FCX Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Freeport-McMoran (FCX) stake by 3.8% in Q1 2026, selling an estimated $93.6K and leaving 39,432 shares worth $2.32M. The position accounts for 0.05% of the portfolio, ranked #205.

Kovitz Investment Group Partners first reported a position in FCX in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.64M in Q3 2025. 1,852 funds tracked by Wall St. Rank hold FCX as of Q1 2026.

Kovitz Investment Group Partners held 39,432 shares of Freeport-McMoran worth $2.32M as of Q1 2026.
Kovitz Investment Group Partners sold 1,550 Freeport-McMoran shares in Q1 2026, an estimated $93.6K.
Freeport-McMoran made up 0.05% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #205 holding.
Kovitz Investment Group Partners first reported a position in Freeport-McMoran in Q2 2024 and has held it in 8 quarters since.
Kovitz Investment Group Partners's Freeport-McMoran position peaked at $5.64M in Q3 2025.
1,852 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.