Novare Capital Management’s Freeport-McMoran FCX Stock Holding History

Novare Capital 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	$237K	Buy	4,032 +52	+1%	+$3.14K	0.02%	183
2025 Q4	$202K	Buy	+3,980	New	+$172K	0.02%	191
2025 Q3	–	Sell	-5,525	Closed	-$240K	–	198
2025 Q2	$240K	Buy	+5,525	New	+$210K	0.02%	182
2024 Q4	–	Sell	-4,250	Closed	-$212K	–	191
2024 Q3	$212K	Hold	4,250	–	–	0.02%	185
2024 Q2	$207K	Sell	4,250 -209	-5%	-$10.5K	0.02%	182
2024 Q1	$210K	Buy	+4,459	New	+$180K	0.02%	178
2023 Q4	–	Sell	-6,000	Closed	-$224K	–	169
2023 Q3	$224K	Hold	6,000	–	–	0.03%	159
2023 Q2	$240K	Hold	6,000	–	–	0.03%	160
2023 Q1	$245K	Hold	6,000	–	–	0.03%	157
2022 Q4	$228K	Buy	+6,000	New	+$210K	0.03%	165
2022 Q2	–	Sell	-6,000	Closed	-$298K	–	168
2022 Q1	$298K	Hold	6,000	–	–	0.03%	141
2021 Q4	$250K	Buy	+6,000	New	+$228K	0.03%	151
2021 Q2	–	Sell	-10,550	Closed	-$347K	–	159
2021 Q1	$347K	Buy	+10,550	New	+$342K	0.04%	113
2014 Q4	–	Sell	-111,835	Closed	-$3.65M	–	117
2014 Q3	$3.65M	Buy	111,835 +8,285	+8%	+$301K	0.89%	52
2014 Q2	$3.78M	Buy	103,550 +6,385	+7%	+$219K	0.92%	51
2014 Q1	$3.21M	Buy	97,165 +89,925	+1,242%	+$2.99M	0.86%	51
2013 Q4	$273K	Buy	+7,240	New	+$257K	0.08%	112

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

Novare Capital Management's FCX Position: Q1 2026 in Review

Novare Capital Management increased its Freeport-McMoran (FCX) stake by 1.3% in Q1 2026, buying an estimated $3.14K and bringing the position to 4,032 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #183.

Novare Capital Management first reported a position in FCX in Q4 2013 and has held it in 17 quarters since. The position peaked at $3.78M in Q2 2014. 1,848 funds tracked by Wall St. Rank hold FCX as of Q1 2026.

Novare Capital Management held 4,032 shares of Freeport-McMoran worth $237K as of Q1 2026.
Novare Capital Management bought 52 Freeport-McMoran shares in Q1 2026, an estimated $3.14K.
Freeport-McMoran made up 0.02% of Novare Capital Management's portfolio in Q1 2026, its #183 holding.
Novare Capital Management first reported a position in Freeport-McMoran in Q4 2013 and has held it in 17 quarters since.
Novare Capital Management's Freeport-McMoran position peaked at $3.78M in Q2 2014.
1,848 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2026.

Based on Novare Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.