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Optimum Investment Advisors’s Freeport-McMoran FCX Stock Holding History

Optimum Investment Advisors’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
2018
Q2 		– Sell
-500
Closed -$1K – 1065
2018
Q1 		$1K Buy
+500
New +$9.39K ﹤0.01% 982

Other funds holding FCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Optimum Investment Advisors's FCX Position: Q3 2025 in Review

Optimum Investment Advisors increased its Freeport-McMoran (FCX) stake by 15% in Q3 2025, buying an estimated $13K and bringing the position to 2,350 shares worth $92.2K. The position accounts for 0.04% of the portfolio, ranked #273.

Optimum Investment Advisors first reported a position in FCX in Q3 2013 and has held it in 38 quarters since. The position peaked at $893K in Q2 2014. 1,520 funds tracked by Wall St. Rank hold FCX as of Q3 2025.

  • Optimum Investment Advisors held 2,350 shares of Freeport-McMoran worth $92.2K as of Q3 2025.
  • Optimum Investment Advisors bought 300 Freeport-McMoran shares in Q3 2025, an estimated $13K.
  • Freeport-McMoran made up 0.04% of Optimum Investment Advisors's portfolio in Q3 2025, its #273 holding.
  • Optimum Investment Advisors first reported a position in Freeport-McMoran in Q3 2013 and has held it in 38 quarters since.
  • Optimum Investment Advisors's Freeport-McMoran position peaked at $893K in Q2 2014.
  • 1,520 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.