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Momentum Wealth Planning’s Freeport-McMoran FCX Stock Holding History

Momentum Wealth 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
2025
Q3 		– Sell
-79,800
Closed -$3.46M – 46
2025
Q2 		$3.46M Buy
+79,800
New +$3.03M 2.95% 10

Other funds holding FCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Momentum Wealth Planning's FCX Position: Q3 2025 in Review

Momentum Wealth Planning sold out of Freeport-McMoran (FCX) in Q3 2025, closing a stake of 79,800 shares — an estimated $3.46M sold.

Momentum Wealth Planning first reported a position in FCX in Q2 2025 and held it in 1 quarter. The position peaked at $3.46M in Q2 2025. 1,519 funds tracked by Wall St. Rank hold FCX as of Q3 2025.

  • Momentum Wealth Planning reported no remaining Freeport-McMoran position as of Q3 2025 after selling out during the quarter.
  • Momentum Wealth Planning sold 79,800 Freeport-McMoran shares in Q3 2025, an estimated $3.46M.
  • Momentum Wealth Planning first reported a position in Freeport-McMoran in Q2 2025 and held it in 1 quarter.
  • Momentum Wealth Planning's Freeport-McMoran position peaked at $3.46M in Q2 2025.
  • 1,519 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2025.

Based on Momentum Wealth Planning's 13F filing for Q3 2025, filed 12 Nov 2025.