Prosperity Planning’s Freeport-McMoran FCX Stock Holding History

Prosperity Planning’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	$315K	Sell	4,500 -21	-0.5%	-$1.43K	0.07%	100
2026 Q2	$284K	Buy	4,521 +21	+0.5%	+$1.35K	0.07%	102
2026 Q1	$265K	Buy	+4,500	New	+$272K	0.07%	100

Other funds holding FCX

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

PKO BP Bankowy Universal Pension Society Warsaw, Poland $340M AUM 228.33% 1-Year Est. Return

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Prosperity Planning's FCX Position: Q3 2026 in Review

Prosperity Planning reduced its Freeport-McMoran (FCX) stake by 0.46% in Q3 2026, selling an estimated $1.43K and leaving 4,500 shares worth $315K. The position accounts for 0.07% of the portfolio, ranked #100.

Prosperity Planning first reported a position in FCX in Q1 2026 and has held it in 3 quarters since. 95 funds tracked by Wall St. Rank hold FCX as of Q3 2026.

Prosperity Planning held 4,500 shares of Freeport-McMoran worth $315K as of Q3 2026.
Prosperity Planning sold 21 Freeport-McMoran shares in Q3 2026, an estimated $1.43K.
Freeport-McMoran made up 0.07% of Prosperity Planning's portfolio in Q3 2026, its #100 holding.
Prosperity Planning first reported a position in Freeport-McMoran in Q1 2026 and has held it in 3 quarters since.
95 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.