Mosaic Financial Group’s Freeport-McMoran FCX Stock Holding History

Mosaic Financial 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 Q1	$566K	Buy	9,632 +10	+0.1%	+$604	0.4%	57
2025 Q4	$489K	Hold	9,622	–	–	0.33%	66
2025 Q3	$377K	Hold	9,622	–	–	0.27%	76
2025 Q2	$417K	Hold	9,622	–	–	0.32%	70
2025 Q1	$364K	Hold	9,622	–	–	0.3%	71
2024 Q4	$366K	Sell	9,622 -2,300	-19%	-$103K	0.26%	77
2024 Q3	$595K	Sell	11,922 -1,700	-12%	-$76.6K	0.42%	55
2024 Q2	$662K	Sell	13,622 -3,200	-19%	-$161K	0.48%	49
2024 Q1	$791K	Buy	+16,822	New	+$679K	0.63%	39

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

Mosaic Financial Group's FCX Position: Q1 2026 in Review

Mosaic Financial Group increased its Freeport-McMoran (FCX) stake by 0.1% in Q1 2026, buying an estimated $604 and bringing the position to 9,632 shares worth $566K. The position accounts for 0.4% of the portfolio, ranked #57.

Mosaic Financial Group first reported a position in FCX in Q1 2024 and has held it in 9 quarters since. The position peaked at $791K in Q1 2024. 1,847 funds tracked by Wall St. Rank hold FCX as of Q1 2026.

Mosaic Financial Group held 9,632 shares of Freeport-McMoran worth $566K as of Q1 2026.
Mosaic Financial Group bought 10 Freeport-McMoran shares in Q1 2026, an estimated $604.
Freeport-McMoran made up 0.4% of Mosaic Financial Group's portfolio in Q1 2026, its #57 holding.
Mosaic Financial Group first reported a position in Freeport-McMoran in Q1 2024 and has held it in 9 quarters since.
Mosaic Financial Group's Freeport-McMoran position peaked at $791K in Q1 2024.
1,847 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.