Perigon Wealth Management’s Freeport-McMoran FCX Stock Holding History

Perigon 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	–	Hold	0	–	-$343K	–	1335
2025 Q4	–	Hold	0	–	–	–	968
2025 Q3	–	Hold	0	–	–	–	1180
2025 Q2	–	Hold	0	–	-$136K	–	1073
2025 Q1	–	Hold	0	–	–	–	998
2022 Q4	–	Sell	-66,500	Closed	-$145K	–	694
2022 Q3	$145K	Sell	66,500 -3,600	-5%	-$105K	0.01%	549
2022 Q2	$267K	Sell	70,100 -19,100	-21%	-$764K	0.02%	453
2022 Q1	$1.67M	Buy	89,200 +19,000	+27%	+$842K	0.12%	154
2021 Q4	$1.01M	Sell	70,200 -17,400	-20%	-$661K	0.07%	222
2021 Q3	$714K	Buy	87,600 +1,500	+2%	+$52.8K	0.06%	245
2021 Q2	$1.32M	Buy	86,100 +10,700	+14%	+$417K	0.12%	157
2021 Q1	$1.45M	Sell	75,400 -1,300	-2%	-$42.2K	0.15%	132
2020 Q4	$1.11M	Buy	76,700 +29,900	+64%	+$622K	0.13%	130
2020 Q3	$402K	Buy	46,800 +20,800	+80%	+$300K	0.06%	257
2020 Q2	$186K	Buy	+26,000	New	+$238K	0.03%	339

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

Perigon Wealth Management's FCX Position: Q1 2026 in Review

Perigon Wealth Management reduced its Freeport-McMoran (FCX) stake by 0.63% in Q1 2026, selling an estimated $22.7K and leaving 59,735 shares worth $3.51M. The position accounts for 0.06% of the portfolio, ranked #272.

Perigon Wealth Management first reported a position in FCX in Q1 2018 and has held it in 25 quarters since. The position peaked at $3.74M in Q3 2024. 1,847 funds tracked by Wall St. Rank hold FCX as of Q1 2026.

Perigon Wealth Management held 59,735 shares of Freeport-McMoran worth $3.51M as of Q1 2026.
Perigon Wealth Management sold 376 Freeport-McMoran shares in Q1 2026, an estimated $22.7K.
Freeport-McMoran made up 0.06% of Perigon Wealth Management's portfolio in Q1 2026, its #272 holding.
Perigon Wealth Management first reported a position in Freeport-McMoran in Q1 2018 and has held it in 25 quarters since.
Perigon Wealth Management's Freeport-McMoran position peaked at $3.74M in Q3 2024.
1,847 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.