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Lyell Wealth Management’s Freeport-McMoran FCX Stock Holding History

Lyell Wealth Management’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 		$10.4M Buy
164,798
+43,636
+36% +$2.81M 0.64% 49
2026
Q1 		$7.12M Sell
121,162
-3,003
-2% -$181K 0.52% 58
2025
Q4 		$6.31M Sell
124,165
-16,153
-12% -$700K 0.46% 66
2025
Q3 		$5.5M Buy
140,318
+953
+0.7% +$41.3K 0.41% 67
2025
Q2 		$6.04M Sell
139,365
-1,873
-1% -$71.1K 0.48% 65
2025
Q1 		$5.35M Sell
141,238
-63
-0% -$2.41K 0.5% 68
2024
Q4 		$5.38M Sell
141,301
-8,739
-6% -$391K 0.48% 64
2024
Q3 		$7.49M Buy
150,040
+530
+0.4% +$23.9K 0.68% 52
2024
Q2 		$7.27M Buy
149,510
+14,102
+10% +$711K 0.69% 52
2024
Q1 		$6.37M Buy
135,408
+11,690
+9% +$472K 0.65% 57
2023
Q4 		$5.27M Buy
123,718
+5,309
+4% +$196K 0.6% 59
2023
Q3 		$4.42M Buy
118,409
+6,270
+6% +$253K 0.59% 61
2023
Q2 		$4.49M Buy
112,139
+24,961
+29% +$951K 0.57% 61
2023
Q1 		$3.57M Buy
+87,178
New +$3.63M 0.5% 67

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

Lyell Wealth Management's FCX Position: Q2 2026 in Review

Lyell Wealth Management increased its Freeport-McMoran (FCX) stake by 36% in Q2 2026, buying an estimated $2.81M and bringing the position to 164,798 shares worth $10.4M. The position accounts for 0.64% of the portfolio, ranked #49.

Lyell Wealth Management first reported a position in FCX in Q1 2023 and has held it in 14 quarters since. 1,896 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Lyell Wealth Management held 164,798 shares of Freeport-McMoran worth $10.4M as of Q2 2026.
  • Lyell Wealth Management bought 43,636 Freeport-McMoran shares in Q2 2026, an estimated $2.81M.
  • Freeport-McMoran made up 0.64% of Lyell Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Lyell Wealth Management first reported a position in Freeport-McMoran in Q1 2023 and has held it in 14 quarters since.
  • 1,896 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.