LWA
FCX icon

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

LifeGoal 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 		$246K Buy
3,919
+592
+18% +$38.1K 0.11% 123
2026
Q1 		$204K Buy
+3,327
New +$201K 0.12% 111

Other funds holding FCX

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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

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

LifeGoal Wealth Advisors increased its Freeport-McMoran (FCX) stake by 18% in Q2 2026, buying an estimated $38.1K and bringing the position to 3,919 shares worth $246K. The position accounts for 0.11% of the portfolio, ranked #123.

LifeGoal Wealth Advisors first reported a position in FCX in Q1 2026 and has held it in 2 quarters since. 780 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • LifeGoal Wealth Advisors held 3,919 shares of Freeport-McMoran worth $246K as of Q2 2026.
  • LifeGoal Wealth Advisors bought 592 Freeport-McMoran shares in Q2 2026, an estimated $38.1K.
  • Freeport-McMoran made up 0.11% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #123 holding.
  • LifeGoal Wealth Advisors first reported a position in Freeport-McMoran in Q1 2026 and has held it in 2 quarters since.
  • 780 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.