Mount Yale Investment Advisors’s Freeport-McMoran FCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.73M Buy
29,436
+20,416
+226% +$1.23M 0.04% 402
2025
Q4
$458K Buy
9,020
+2,097
+30% +$90.9K 0.02% 481
2025
Q3
$272K Buy
6,923
+6,710
+3,150% +$291K 0.02% 545
2025
Q2
$9.23K Buy
+213
New +$8.09K ﹤0.01% 1149
2024
Q3
Sell
-10,775
Closed -$524K 564
2024
Q2
$524K Buy
10,775
+4,878
+83% +$246K 0.04% 338
2024
Q1
$277K Buy
+5,897
New +$238K 0.02% 470

Other funds holding FCX

Mount Yale Investment Advisors's FCX Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Freeport-McMoran (FCX) stake by 226% in Q1 2026, buying an estimated $1.23M and bringing the position to 29,436 shares worth $1.73M. The position accounts for 0.04% of the portfolio, ranked #402.

Mount Yale Investment Advisors first reported a position in FCX in Q1 2024 and has held it in 6 quarters since. 1,852 funds tracked by Wall St. Rank hold FCX as of Q1 2026.

  • Mount Yale Investment Advisors held 29,436 shares of Freeport-McMoran worth $1.73M as of Q1 2026.
  • Mount Yale Investment Advisors bought 20,416 Freeport-McMoran shares in Q1 2026, an estimated $1.23M.
  • Freeport-McMoran made up 0.04% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #402 holding.
  • Mount Yale Investment Advisors first reported a position in Freeport-McMoran in Q1 2024 and has held it in 6 quarters since.
  • 1,852 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.