Marcum Wealth’s Freeport-McMoran FCX Stock Holding History

Marcum Wealth’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
2025 Q1	$263K	Sell	6,955 -5,427	-44%	-$208K	0.02%	311
2024 Q4	$472K	Sell	12,382 -325	-3%	-$14.5K	0.04%	206
2024 Q3	$634K	Buy	12,707 +1,708	+16%	+$77K	0.06%	157
2024 Q2	$535K	Buy	10,999 +549	+5%	+$27.7K	0.05%	179
2024 Q1	$491K	Sell	10,450 -3	-0%	-$121	0.05%	194
2023 Q4	$445K	Sell	10,453 -154	-1%	-$5.69K	0.05%	196
2023 Q3	$396K	Buy	10,607 +4,524	+74%	+$182K	0.05%	201
2023 Q2	$243K	Sell	6,083 -491	-7%	-$18.7K	0.03%	288
2023 Q1	$269K	Buy	6,574 +316	+5%	+$13.1K	0.03%	262
2022 Q4	$238K	Sell	6,258 -1,721	-22%	-$60.2K	0.03%	282
2022 Q3	$218K	Buy	+7,979	New	+$234K	0.03%	289
2022 Q2	–	Sell	-4,475	Closed	-$223K	–	394
2022 Q1	$223K	Buy	+4,475	New	+$198K	0.03%	300

Other funds holding FCX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Marcum Wealth's FCX Position: Q1 2025 in Review

Marcum Wealth reduced its Freeport-McMoran (FCX) stake by 44% in Q1 2025, selling an estimated $208K and leaving 6,955 shares worth $263K. The position accounts for 0.02% of the portfolio, ranked #311.

Marcum Wealth first reported a position in FCX in Q1 2022 and has held it in 12 quarters since. The position peaked at $634K in Q3 2024. 1,450 funds tracked by Wall St. Rank hold FCX as of Q1 2025.

Marcum Wealth held 6,955 shares of Freeport-McMoran worth $263K as of Q1 2025.
Marcum Wealth sold 5,427 Freeport-McMoran shares in Q1 2025, an estimated $208K.
Freeport-McMoran made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #311 holding.
Marcum Wealth first reported a position in Freeport-McMoran in Q1 2022 and has held it in 12 quarters since.
Marcum Wealth's Freeport-McMoran position peaked at $634K in Q3 2024.
1,450 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.