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Lumbard & Kellner’s Freeport-McMoran FCX Stock Holding History

Lumbard & Kellner’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 		$216K Buy
+3,438
New +$221K 0.07% 103
2024
Q4 		– Sell
-4,563
Closed -$228K – 83
2024
Q3 		$228K Hold
4,563
– – 0.1% 75
2024
Q2 		$222K Hold
4,563
– – 0.1% 69
2024
Q1 		$215K Buy
+4,563
New +$184K 0.1% 67
2023
Q4 		– Sell
-66,803
Closed -$2.49M – 62
2023
Q3 		$2.49M Sell
66,803
-1,441
-2% -$58.1K 1.65% 24
2023
Q2 		$2.99M Sell
68,244
-8,995
-12% -$343K 1.67% 23
2023
Q1 		$2.98M Sell
77,239
-54,966
-42% -$2.29M 1.5% 26
2022
Q4 		$5.02M Buy
132,205
+291
+0.2% +$10.2K 2.46% 9
2022
Q3 		$3.6M Sell
131,914
-57
-0% -$1.67K 1.86% 21
2022
Q2 		$3.86M Sell
131,971
-71,987
-35% -$2.88M 1.97% 18
2022
Q1 		$10.1M Buy
203,958
+321
+0.2% +$14.2K 3.96% 5
2021
Q4 		$7.66M Sell
203,637
-4,241
-2% -$161K 2.89% 9
2021
Q3 		$6.76M Buy
207,878
+7,548
+4% +$266K 2.65% 9
2021
Q2 		$7.43M Buy
200,330
+15,564
+8% +$606K 2.88% 10
2021
Q1 		$6.93M Buy
184,766
+7,143
+4% +$232K 2.44% 10
2020
Q4 		$4.78M Sell
177,623
-2,377
-1% -$49.4K 1.88% 19
2020
Q3 		$3.12M Buy
+180,000
New +$2.6M 1.54% 27

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

Lumbard & Kellner's FCX Position: Q2 2026 in Review

Lumbard & Kellner opened a new position in Freeport-McMoran (FCX) in Q2 2026: 3,438 shares worth $216K. The stake represents 0.07% of the portfolio and ranks #103 among its holdings. This is a return to the name: Lumbard & Kellner previously reported a position in FCX as recently as Q3 2024.

Lumbard & Kellner first reported a position in FCX in Q3 2020 and has held it in 17 quarters since. The position peaked at $10.1M in Q1 2022. 1,891 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Lumbard & Kellner held 3,438 shares of Freeport-McMoran worth $216K as of Q2 2026.
  • Freeport-McMoran was a new Lumbard & Kellner position in Q2 2026.
  • Freeport-McMoran made up 0.07% of Lumbard & Kellner's portfolio in Q2 2026, its #103 holding.
  • Lumbard & Kellner first reported a position in Freeport-McMoran in Q3 2020 and has held it in 17 quarters since.
  • Lumbard & Kellner's Freeport-McMoran position peaked at $10.1M in Q1 2022.
  • 1,891 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Lumbard & Kellner's 13F filing for Q2 2026, filed 6 Aug 2026.