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Marshall & Sterling Wealth Advisors’s Freeport-McMoran FCX Stock Holding History

Marshall & Sterling Wealth Advisors’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
Q4 		– Sell
-186
Closed -$7.29K – 447
2025
Q3 		$7.29K Sell
186
-332
-64% -$14.4K ﹤0.01% 426
2025
Q2 		$22.5K Hold
518
– – 0.02% 249
2025
Q1 		$19.6K Buy
+518
New +$19.8K 0.01% 253

Other funds holding FCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's FCX Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Freeport-McMoran (FCX) in Q4 2025, closing a stake of 186 shares — an estimated $7.29K sold.

Marshall & Sterling Wealth Advisors first reported a position in FCX in Q1 2025 and held it in 3 quarters. The position peaked at $22.5K in Q2 2025. 1,712 funds tracked by Wall St. Rank hold FCX as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Freeport-McMoran position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 186 Freeport-McMoran shares in Q4 2025, an estimated $7.29K.
  • Marshall & Sterling Wealth Advisors first reported a position in Freeport-McMoran in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Freeport-McMoran position peaked at $22.5K in Q2 2025.
  • 1,712 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.