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Innovative Advisory Group, LLC’s Freeport-McMoran FCX Stock Holding History

Innovative Advisory Group, LLC’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 		– Sell
-394
Closed -$20K – 92
2025
Q4 		$20K Hold
394
– – 0.01% 101
2025
Q3 		$15.5K Hold
394
– – 0.01% 117
2025
Q2 		$17.1K Buy
+394
New +$15K 0.01% 108

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State Street
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Bank of America
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Innovative Advisory Group, LLC's FCX Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of Freeport-McMoran (FCX) in Q1 2026, closing a stake of 394 shares — an estimated $20K sold.

Innovative Advisory Group, LLC first reported a position in FCX in Q2 2025 and held it in 3 quarters. The position peaked at $20K in Q4 2025. 1,862 funds tracked by Wall St. Rank hold FCX as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining Freeport-McMoran position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 394 Freeport-McMoran shares in Q1 2026, an estimated $20K.
  • Innovative Advisory Group, LLC first reported a position in Freeport-McMoran in Q2 2025 and held it in 3 quarters.
  • Innovative Advisory Group, LLC's Freeport-McMoran position peaked at $20K in Q4 2025.
  • 1,862 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.