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

Morningstar 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
2025 Q3	–	Sell	-5,199	Closed	-$225K	–	495
2025 Q2	$225K	Buy	+5,199	New	+$197K	0.02%	194
2024 Q4	–	Sell	-4,837	Closed	-$236K	–	218
2024 Q3	$236K	Buy	4,837 +23	+0.5%	+$1.04K	0.02%	188
2024 Q2	$234K	Hold	4,814	–	–	0.02%	174
2024 Q1	$226K	Hold	4,814	–	–	0.02%	187
2023 Q4	$205K	Buy	+4,814	New	+$178K	0.02%	194
2023 Q3	–	Sell	-5,021	Closed	-$201K	–	171
2023 Q2	$201K	Buy	+5,021	New	+$191K	0.03%	171

Other funds holding FCX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Morningstar Investment Management's FCX Position: Q3 2025 in Review

Morningstar Investment Management sold out of Freeport-McMoran (FCX) in Q3 2025, closing a stake of 5,199 shares — an estimated $225K sold.

Morningstar Investment Management first reported a position in FCX in Q2 2023 and held it in 6 quarters. The position peaked at $236K in Q3 2024. 1,520 funds tracked by Wall St. Rank hold FCX as of Q3 2025.

Morningstar Investment Management reported no remaining Freeport-McMoran position as of Q3 2025 after selling out during the quarter.
Morningstar Investment Management sold 5,199 Freeport-McMoran shares in Q3 2025, an estimated $225K.
Morningstar Investment Management first reported a position in Freeport-McMoran in Q2 2023 and held it in 6 quarters.
Morningstar Investment Management's Freeport-McMoran position peaked at $236K in Q3 2024.
1,520 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2025.

Based on Morningstar Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.