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

Perennial 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
2026
Q2 		$407K Sell
6,464
-241
-4% -$15.5K 0.03% 365
2026
Q1 		$394K Buy
6,705
+528
+9% +$31.9K 0.03% 329
2025
Q4 		$314K Buy
6,177
+391
+7% +$16.9K 0.02% 367
2025
Q3 		$227K Buy
5,786
+30
+0.5% +$1.3K 0.02% 435
2025
Q2 		$249K Sell
5,756
-1,331
-19% -$50.5K 0.02% 400
2025
Q1 		$268K Buy
7,087
+546
+8% +$20.9K 0.03% 340
2024
Q4 		$249K Buy
6,541
+157
+2% +$7.02K 0.03% 341
2024
Q3 		$319K Buy
6,384
+115
+2% +$5.18K 0.04% 276
2024
Q2 		$305K Buy
6,269
+657
+12% +$33.1K 0.04% 277
2024
Q1 		$264K Buy
5,612
+64
+1% +$2.58K 0.04% 278
2023
Q4 		$236K Sell
5,548
-103
-2% -$3.8K 0.04% 285
2023
Q3 		$211K Sell
5,651
-128
-2% -$5.16K 0.04% 297
2023
Q2 		$231K Buy
5,779
+212
+4% +$8.08K 0.04% 294
2023
Q1 		$228K Buy
+5,567
New +$232K 0.04% 289
2022
Q3 		– Sell
-8,183
Closed -$238K – 212
2022
Q2 		$238K Sell
8,183
-1,734
-17% -$69.4K 0.09% 162
2022
Q1 		$492K Buy
9,917
+2,909
+42% +$129K 0.16% 115
2021
Q4 		$292K Sell
7,008
-152
-2% -$5.78K 0.09% 178
2021
Q3 		$233K Sell
7,160
-1,871
-21% -$65.9K 0.08% 186
2021
Q2 		$335K Buy
+9,031
New +$352K 0.12% 148

Other funds holding FCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Perennial Investment Advisors's FCX Position: Q2 2026 in Review

Perennial Investment Advisors reduced its Freeport-McMoran (FCX) stake by 3.6% in Q2 2026, selling an estimated $15.5K and leaving 6,464 shares worth $407K. The position accounts for 0.03% of the portfolio, ranked #365.

Perennial Investment Advisors first reported a position in FCX in Q2 2021 and has held it in 19 quarters since. The position peaked at $492K in Q1 2022. 1,899 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Perennial Investment Advisors held 6,464 shares of Freeport-McMoran worth $407K as of Q2 2026.
  • Perennial Investment Advisors sold 241 Freeport-McMoran shares in Q2 2026, an estimated $15.5K.
  • Freeport-McMoran made up 0.03% of Perennial Investment Advisors's portfolio in Q2 2026, its #365 holding.
  • Perennial Investment Advisors first reported a position in Freeport-McMoran in Q2 2021 and has held it in 19 quarters since.
  • Perennial Investment Advisors's Freeport-McMoran position peaked at $492K in Q1 2022.
  • 1,899 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.