Plancorp LLC
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Plancorp LLC’s Freeport-McMoran FCX Stock Holding History

Plancorp LLC’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 		$230K Buy
+3,675
New +$250K 0.01% 413
2014
Q4 		– Sell
-7,691
Closed -$251K – 79
2014
Q3 		$251K Buy
+7,691
New +$279K 0.26% 78
2014
Q1 		– Sell
-5,656
Closed -$214K – 126
2013
Q4 		$214K Buy
+5,656
New +$201K 0.19% 87

Other funds holding FCX

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Plancorp LLC's FCX Position: Q3 2026 in Review

Plancorp LLC opened a new position in Freeport-McMoran (FCX) in Q3 2026: 3,675 shares worth $230K. The stake represents 0.01% of the portfolio and ranks #413 among its holdings. This is a return to the name: Plancorp LLC previously reported a position in FCX as recently as Q3 2014.

Plancorp LLC first reported a position in FCX in Q4 2013 and has held it in 3 quarters since. The position peaked at $251K in Q3 2014. 1,272 funds tracked by Wall St. Rank hold FCX as of Q3 2026.

  • Plancorp LLC held 3,675 shares of Freeport-McMoran worth $230K as of Q3 2026.
  • Freeport-McMoran was a new Plancorp LLC position in Q3 2026.
  • Freeport-McMoran made up 0.01% of Plancorp LLC's portfolio in Q3 2026, its #413 holding.
  • Plancorp LLC first reported a position in Freeport-McMoran in Q4 2013 and has held it in 3 quarters since.
  • Plancorp LLC's Freeport-McMoran position peaked at $251K in Q3 2014.
  • 1,272 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2026.

Based on Plancorp LLC's 13F filing for Q3 2026, filed 3 Nov 2026.