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Plan A Wealth’s Freeport-McMoran FCX Stock Holding History

Plan A Wealth’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
Q3 		$287K Buy
4,099
+451
+12% +$30.7K 0.1% 142
2026
Q2 		$229K Sell
3,648
-83
-2% -$5.34K 0.1% 166
2026
Q1 		$219K Sell
3,731
-730
-16% -$44.1K 0.11% 151
2025
Q4 		$227K Buy
+4,461
New +$193K 0.11% 146

Other funds holding FCX

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
PBBUPS
PKO BP Bankowy Universal Pension Society Warsaw, Poland $340M AUM 228.33% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return

Plan A Wealth's FCX Position: Q3 2026 in Review

Plan A Wealth increased its Freeport-McMoran (FCX) stake by 12% in Q3 2026, buying an estimated $30.7K and bringing the position to 4,099 shares worth $287K. The position accounts for 0.1% of the portfolio, ranked #142.

Plan A Wealth first reported a position in FCX in Q4 2025 and has held it in 4 quarters since. 87 funds tracked by Wall St. Rank hold FCX as of Q3 2026.

  • Plan A Wealth held 4,099 shares of Freeport-McMoran worth $287K as of Q3 2026.
  • Plan A Wealth bought 451 Freeport-McMoran shares in Q3 2026, an estimated $30.7K.
  • Freeport-McMoran made up 0.1% of Plan A Wealth's portfolio in Q3 2026, its #142 holding.
  • Plan A Wealth first reported a position in Freeport-McMoran in Q4 2025 and has held it in 4 quarters since.
  • 87 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.