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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Lyell Wealth Management's FCX Position: Q1 2026 in Review

Lyell Wealth Management reduced its Freeport-McMoran (FCX) stake by 2.4% in Q1 2026, selling an estimated $181K and leaving 121,162 shares worth $7.12M. The position accounts for 0.52% of the portfolio, ranked #58.

Lyell Wealth Management first reported a position in FCX in Q1 2023 and has held it in 13 quarters since. The position peaked at $7.49M in Q3 2024. 1,849 funds tracked by Wall St. Rank hold FCX as of Q1 2026.

Lyell Wealth Management held 121,162 shares of Freeport-McMoran worth $7.12M as of Q1 2026.
Lyell Wealth Management sold 3,003 Freeport-McMoran shares in Q1 2026, an estimated $181K.
Freeport-McMoran made up 0.52% of Lyell Wealth Management's portfolio in Q1 2026, its #58 holding.
Lyell Wealth Management first reported a position in Freeport-McMoran in Q1 2023 and has held it in 13 quarters since.
Lyell Wealth Management's Freeport-McMoran position peaked at $7.49M in Q3 2024.
1,849 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.