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Marks Group Wealth Management’s Freeport-McMoran FCX Stock Holding History

Marks Group 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 		$280K Sell
4,760
-353
-7% -$21.3K 0.03% 299
2025
Q4 		$260K Buy
5,113
+8
+0.2% +$347 0.02% 304
2025
Q3 		$200K Sell
5,105
-12
-0.2% -$521 0.02% 292
2025
Q2 		$222K Buy
+5,117
New +$194K 0.02% 283
2024
Q4 		– Sell
-4,919
Closed -$246K – 290
2024
Q3 		$246K Buy
4,919
+299
+6% +$13.5K 0.02% 276
2024
Q2 		$225K Sell
4,620
-213
-4% -$10.7K 0.02% 279
2024
Q1 		$227K Buy
4,833
+34
+0.7% +$1.37K 0.02% 289
2023
Q4 		$204K Buy
+4,799
New +$177K 0.02% 286

Other funds holding FCX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Marks Group Wealth Management's FCX Position: Q1 2026 in Review

Marks Group Wealth Management reduced its Freeport-McMoran (FCX) stake by 6.9% in Q1 2026, selling an estimated $21.3K and leaving 4,760 shares worth $280K. The position accounts for 0.03% of the portfolio, ranked #299.

Marks Group Wealth Management first reported a position in FCX in Q4 2023 and has held it in 8 quarters since. 1,847 funds tracked by Wall St. Rank hold FCX as of Q1 2026.

  • Marks Group Wealth Management held 4,760 shares of Freeport-McMoran worth $280K as of Q1 2026.
  • Marks Group Wealth Management sold 353 Freeport-McMoran shares in Q1 2026, an estimated $21.3K.
  • Freeport-McMoran made up 0.03% of Marks Group Wealth Management's portfolio in Q1 2026, its #299 holding.
  • Marks Group Wealth Management first reported a position in Freeport-McMoran in Q4 2023 and has held it in 8 quarters since.
  • 1,847 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.