NWM
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Northwest Wealth Management’s Freeport-McMoran FCX Stock Holding History

Northwest Wealth 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
Q1 		– Sell
-100
Closed -$897 – 268
2025
Q4 		$897 Buy
+100
New +$4.33K ﹤0.01% 247

Other funds holding FCX

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Northwest Wealth Management's FCX Position: Q2 2026 in Review

Northwest Wealth Management reduced its Freeport-McMoran (FCX) stake by 0.01% in Q2 2026, selling an estimated $64 and leaving 8,717 shares worth $548K. The position accounts for 0.07% of the portfolio, ranked #120.

Northwest Wealth Management first reported a position in FCX in Q1 2018 and has held it in 4 quarters since. 831 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Northwest Wealth Management held 8,717 shares of Freeport-McMoran worth $548K as of Q2 2026.
  • Northwest Wealth Management sold 1 Freeport-McMoran share in Q2 2026, an estimated $64.
  • Freeport-McMoran made up 0.07% of Northwest Wealth Management's portfolio in Q2 2026, its #120 holding.
  • Northwest Wealth Management first reported a position in Freeport-McMoran in Q1 2018 and has held it in 4 quarters since.
  • 831 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.