Montgomery Investment Management’s Freeport-McMoran FCX Stock Holding History

Montgomery Investment 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 Q2	$7.13M	Hold	113,360	–	–	2.16%	14
2026 Q1	$6.66M	Buy	113,360 +750	+0.7%	+$45.3K	2.27%	15
2025 Q4	$5.72M	Sell	112,610 -70	-0.1%	-$3.03K	2.06%	16
2025 Q3	$4.42M	Sell	112,680 -50	-0%	-$2.17K	1.56%	22
2025 Q2	$4.89M	Sell	112,730 -7,000	-6%	-$266K	1.89%	19
2025 Q1	$4.53M	Sell	119,730 -1,440	-1%	-$55.1K	1.8%	19
2024 Q4	$4.61M	Sell	121,170 -400	-0.3%	-$17.9K	1.82%	19
2024 Q3	$6.07M	Hold	121,570	–	–	2.2%	15
2024 Q2	$5.91M	Hold	121,570	–	–	2.34%	15
2024 Q1	$5.72M	Sell	121,570 -73,400	-38%	-$2.96M	2.18%	17
2023 Q4	$8.3M	Hold	194,970	–	–	2.55%	14
2023 Q3	$7.27M	Sell	194,970 -900	-0.5%	-$36.3K	2.51%	17
2023 Q2	$7.83M	Sell	195,870 -120	-0.1%	-$4.57K	2.63%	13
2023 Q1	$8.02M	Sell	195,990 -260	-0.1%	-$10.8K	2.83%	13
2022 Q4	$7.46M	Sell	196,250 -50	-0%	-$1.75K	2.65%	15
2022 Q3	$5.37M	Buy	196,300 +268	+0.1%	+$7.84K	2.2%	17
2022 Q2	$5.74M	Sell	196,032 -3,068	-2%	-$123K	2.32%	17
2022 Q1	$9.9M	Sell	199,100 -650	-0.3%	-$28.8K	3.39%	10
2021 Q4	$8.34M	Sell	199,750 -400	-0.2%	-$15.2K	2.8%	13
2021 Q3	$6.51M	Buy	200,150 +1,000	+0.5%	+$35.2K	2.43%	15
2021 Q2	$7.39M	Buy	199,150 +620	+0.3%	+$24.2K	2.74%	14
2021 Q1	$6.54M	Buy	198,530 +5,300	+3%	+$172K	2.5%	15
2020 Q4	$5.03M	Hold	193,230	–	–	2.31%	15
2020 Q3	$3.02M	Sell	193,230 -1,800	-0.9%	-$26K	1.59%	19
2020 Q2	$2.26M	Sell	195,030 -8,000	-4%	-$73.3K	1.22%	24
2020 Q1	$1.37M	Hold	203,030	–	–	0.89%	31
2019 Q4	$2.66M	Sell	203,030 -100	-0%	-$1.1K	1.09%	27
2019 Q3	$1.94M	Hold	203,130	–	–	0.83%	32
2019 Q2	$2.36M	Sell	203,130 -6,000	-3%	-$69.9K	1.03%	29
2019 Q1	$2.69M	Hold	209,130	–	–	1.2%	26
2018 Q4	$2.16M	Sell	209,130 -3,540	-2%	-$41.3K	1.09%	28
2018 Q3	$2.96M	Sell	212,670 -5,000	-2%	-$75.5K	1.22%	25
2018 Q2	$3.76M	Buy	217,670 +200	+0.1%	+$3.39K	1.55%	19
2018 Q1	$3.82M	Hold	217,470	–	–	1.6%	17
2017 Q4	$4.12M	Sell	217,470 -9,400	-4%	-$142K	1.67%	17
2017 Q3	$3.19M	Sell	226,870 -536	-0.2%	-$7.53K	1.42%	19
2017 Q2	$2.73M	Sell	227,406 -300	-0.1%	-$3.64K	1.25%	25
2017 Q1	$3.04M	Sell	227,706 -750	-0.3%	-$10.8K	1.31%	22
2016 Q4	$3.01M	Sell	228,456 -95,554	-29%	-$1.22M	1.3%	21
2016 Q3	$3.52M	Buy	324,010 +98,224	+44%	+$1.13M	1.65%	15
2016 Q2	$2.52M	Sell	225,786 -1,748	-0.8%	-$19.4K	1.22%	22
2016 Q1	$2.35M	Sell	227,534 -2,468	-1%	-$17.3K	1.35%	19
2015 Q4	$1.56M	Sell	230,002 -7,620	-3%	-$72.6K	0.88%	28
2015 Q3	$2.3M	Buy	237,622 +27,800	+13%	+$333K	1.36%	19
2015 Q2	$3.91M	Buy	209,822 +3,340	+2%	+$69K	2%	14
2015 Q1	$3.91M	Sell	206,482 -1,020	-0.5%	-$20.2K	1.97%	14
2014 Q4	$4.85M	Buy	207,502 +80,526	+63%	+$2.22M	2.32%	12
2014 Q3	$4.15M	Buy	126,976 +21,575	+20%	+$784K	2.86%	10
2014 Q2	$3.85M	Sell	105,401 -5,593	-5%	-$191K	2.94%	9
2014 Q1	$3.67M	Sell	110,994 -1,746	-2%	-$58.1K	2.98%	8
2013 Q4	$4.25M	Sell	112,740 -57,620	-34%	-$2.04M	3.47%	7
2013 Q3	$5.64M	Buy	170,360 +3,316	+2%	+$101K	3.07%	7
2013 Q2	$4.61M	Buy	+167,044	New	+$5.1M	2.52%	10