Moneta Group Investment Advisors’s Freeport-McMoran FCX Stock Holding History

Moneta Group Investment 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
2026 Q1	$257K	Sell	4,367 -156	-3%	-$9.43K	﹤0.01%	678
2025 Q4	$230K	Buy	+4,523	New	+$196K	﹤0.01%	722
2025 Q2	–	Sell	-15,778	Closed	-$597K	–	713
2025 Q1	$597K	Buy	15,778 +958	+6%	+$36.7K	0.01%	374
2024 Q4	$564K	Sell	14,820 -1,009	-6%	-$45.1K	0.01%	384
2024 Q3	$790K	Sell	15,829 -844	-5%	-$38K	0.01%	313
2024 Q2	$810K	Buy	16,673 +1,519	+10%	+$76.5K	0.01%	298
2024 Q1	$713K	Buy	+15,154	New	+$612K	0.01%	317
2018 Q1	–	Sell	-16	Closed	–	–	649
2017 Q4	$0	Buy	+16	New	+$241	﹤0.01%	493
2016 Q2	–	Sell	-11,000	Closed	-$114K	–	161
2016 Q1	$114K	Hold	11,000	–	–	0.03%	164
2015 Q4	$74K	Buy	+11,000	New	+$105K	0.02%	136

Other funds holding FCX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Moneta Group Investment Advisors's FCX Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Freeport-McMoran (FCX) stake by 3.4% in Q1 2026, selling an estimated $9.43K and leaving 4,367 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #678.

Moneta Group Investment Advisors first reported a position in FCX in Q4 2015 and has held it in 10 quarters since. The position peaked at $810K in Q2 2024. 1,849 funds tracked by Wall St. Rank hold FCX as of Q1 2026.

Moneta Group Investment Advisors held 4,367 shares of Freeport-McMoran worth $257K as of Q1 2026.
Moneta Group Investment Advisors sold 156 Freeport-McMoran shares in Q1 2026, an estimated $9.43K.
Freeport-McMoran made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #678 holding.
Moneta Group Investment Advisors first reported a position in Freeport-McMoran in Q4 2015 and has held it in 10 quarters since.
Moneta Group Investment Advisors's Freeport-McMoran position peaked at $810K in Q2 2024.
1,849 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.