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Mark Sheptoff Financial Planning’s Freeport-McMoran FCX Stock Holding History

Mark Sheptoff Financial Planning’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 		$31.4K Hold
500
– – 0.02% 229
2026
Q1 		$28.8K Buy
+500
New +$30.2K 0.02% 231
2024
Q1 		– Sell
-4,550
Closed -$194K – 411
2023
Q4 		$194K Buy
+4,550
New +$168K 0.12% 91
2017
Q2 		– Sell
-1,201
Closed -$16K – 366
2017
Q1 		$16K Buy
+1,201
New +$17.3K 0.01% 248

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

Mark Sheptoff Financial Planning's FCX Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Freeport-McMoran (FCX) position steady in Q2 2026 at 500 shares worth $31.4K. The position accounts for 0.02% of the portfolio, ranked #229.

Mark Sheptoff Financial Planning first reported a position in FCX in Q1 2017 and has held it in 4 quarters since. The position peaked at $194K in Q4 2023. 1,888 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Mark Sheptoff Financial Planning held 500 shares of Freeport-McMoran worth $31.4K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its Freeport-McMoran share count unchanged in Q2 2026.
  • Freeport-McMoran made up 0.02% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #229 holding.
  • Mark Sheptoff Financial Planning first reported a position in Freeport-McMoran in Q1 2017 and has held it in 4 quarters since.
  • Mark Sheptoff Financial Planning's Freeport-McMoran position peaked at $194K in Q4 2023.
  • 1,888 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.