LVW Advisors
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LVW Advisors’s Freeport-McMoran FCX Stock Holding History

LVW 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
Q3 		$736K Sell
10,512
-1,694
-14% -$115K 0.06% 194
2026
Q2 		$768K Buy
12,206
+719
+6% +$46.2K 0.07% 160
2026
Q1 		$675K Buy
+11,487
New +$694K 0.06% 160

Other funds holding FCX

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

LVW Advisors's FCX Position: Q3 2026 in Review

LVW Advisors reduced its Freeport-McMoran (FCX) stake by 14% in Q3 2026, selling an estimated $115K and leaving 10,512 shares worth $736K. The position accounts for 0.06% of the portfolio, ranked #194.

LVW Advisors first reported a position in FCX in Q1 2026 and has held it in 3 quarters since. The position peaked at $768K in Q2 2026. 1,177 funds tracked by Wall St. Rank hold FCX as of Q3 2026.

  • LVW Advisors held 10,512 shares of Freeport-McMoran worth $736K as of Q3 2026.
  • LVW Advisors sold 1,694 Freeport-McMoran shares in Q3 2026, an estimated $115K.
  • Freeport-McMoran made up 0.06% of LVW Advisors's portfolio in Q3 2026, its #194 holding.
  • LVW Advisors first reported a position in Freeport-McMoran in Q1 2026 and has held it in 3 quarters since.
  • LVW Advisors's Freeport-McMoran position peaked at $768K in Q2 2026.
  • 1,177 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.