Lyell Wealth Management
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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
Q3 		$12.8M Buy
182,506
+17,708
+11% +$1.21M 0.76% 40
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

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Pacific Heights Asset Management
Pacific Heights Asset Management San Francisco, California $3.1B AUM 37.54% 1-Year Est. Return

Lyell Wealth Management's FCX Position: Q3 2026 in Review

Lyell Wealth Management increased its Freeport-McMoran (FCX) stake by 11% in Q3 2026, buying an estimated $1.21M and bringing the position to 182,506 shares worth $12.8M. The position accounts for 0.76% of the portfolio, ranked #40.

Lyell Wealth Management first reported a position in FCX in Q1 2023 and has held it in 15 quarters since. 1,010 funds tracked by Wall St. Rank hold FCX as of Q3 2026.

  • Lyell Wealth Management held 182,506 shares of Freeport-McMoran worth $12.8M as of Q3 2026.
  • Lyell Wealth Management bought 17,708 Freeport-McMoran shares in Q3 2026, an estimated $1.21M.
  • Freeport-McMoran made up 0.76% of Lyell Wealth Management's portfolio in Q3 2026, its #40 holding.
  • Lyell Wealth Management first reported a position in Freeport-McMoran in Q1 2023 and has held it in 15 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.