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Measured Wealth Private Client Group’s Freeport-McMoran FCX Stock Holding History

Measured Wealth Private Client Group’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 		$230K Sell
3,663
-366
-9% -$23.5K 0.06% 186
2026
Q1 		$237K Hold
4,029
– – 0.06% 169
2025
Q4 		$205K Hold
4,029
– – 0.05% 188
2025
Q3 		$158K Buy
+4,029
New +$175K 0.04% 207
2024
Q4 		– Sell
-4,029
Closed -$201K – 185
2024
Q3 		$201K Buy
+4,029
New +$182K 0.07% 176
2022
Q2 		– Sell
-10,197
Closed -$507K – 180
2022
Q1 		$507K Sell
10,197
-357
-3% -$15.8K 0.19% 67
2021
Q4 		$440K Sell
10,554
-1,528
-13% -$58.1K 0.16% 87
2021
Q3 		$393K Sell
12,082
-3,019
-20% -$106K 0.15% 89
2021
Q2 		$560K Sell
15,101
-648
-4% -$25.2K 0.18% 74
2021
Q1 		$519K Sell
15,749
-3,499
-18% -$113K 0.18% 66
2020
Q4 		$501K Sell
19,248
-1,089
-5% -$22.6K 0.21% 62
2020
Q3 		$318K Sell
20,337
-2,951
-13% -$42.6K 0.15% 82
2020
Q2 		$269K Buy
23,288
+4,532
+24% +$41.5K 0.16% 81
2020
Q1 		$127K Buy
+18,756
New +$196K 0.1% 97
2018
Q4 		– Sell
-40
Closed – – 296
2018
Q3 		$0 Buy
+40
New +$604 ﹤0.01% 839

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

Measured Wealth Private Client Group's FCX Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Freeport-McMoran (FCX) stake by 9.1% in Q2 2026, selling an estimated $23.5K and leaving 3,663 shares worth $230K. The position accounts for 0.06% of the portfolio, ranked #186.

Measured Wealth Private Client Group first reported a position in FCX in Q3 2018 and has held it in 15 quarters since. The position peaked at $560K in Q2 2021. 1,888 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Measured Wealth Private Client Group held 3,663 shares of Freeport-McMoran worth $230K as of Q2 2026.
  • Measured Wealth Private Client Group sold 366 Freeport-McMoran shares in Q2 2026, an estimated $23.5K.
  • Freeport-McMoran made up 0.06% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #186 holding.
  • Measured Wealth Private Client Group first reported a position in Freeport-McMoran in Q3 2018 and has held it in 15 quarters since.
  • Measured Wealth Private Client Group's Freeport-McMoran position peaked at $560K in Q2 2021.
  • 1,888 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.