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

Recurrent 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
Q1 		$3.09M Sell
52,517
-35,203
-40% -$2.13M 0.19% 35
2025
Q4 		$4.46M Sell
87,720
-1,541
-2% -$66.8K 0.33% 29
2025
Q3 		$3.5M Hold
89,261
– – 0.27% 29
2025
Q2 		$3.87M Buy
89,261
+15,929
+22% +$605K 0.31% 28
2025
Q1 		$2.78M Buy
73,332
+2,069
+3% +$79.2K 0.24% 29
2024
Q4 		$2.71M Buy
71,263
+31,023
+77% +$1.39M 0.25% 27
2024
Q3 		$2.01M Sell
40,240
-2,830
-7% -$128K 0.2% 28
2024
Q2 		$2.09M Sell
43,070
-22,958
-35% -$1.16M 0.22% 27
2024
Q1 		$3.1M Hold
66,028
– – 0.36% 24
2023
Q4 		$2.81M Sell
66,028
-7,280
-10% -$269K 0.41% 23
2023
Q3 		$2.73M Hold
73,308
– – 0.4% 26
2023
Q2 		$2.93M Buy
73,308
+130
+0.2% +$4.95K 0.5% 24
2023
Q1 		$2.99M Hold
73,178
– – 0.59% 22
2022
Q4 		$2.78M Hold
73,178
– – 0.59% 22
2022
Q3 		$2M Buy
73,178
+12,767
+21% +$374K 0.54% 24
2022
Q2 		$1.77M Buy
60,411
+15,000
+33% +$600K 0.54% 24
2022
Q1 		$2.26M Buy
45,411
+6,530
+17% +$289K 0.72% 24
2021
Q4 		$1.62M Hold
38,881
– – 0.65% 25
2021
Q3 		$1.26M Hold
38,881
– – 0.56% 26
2021
Q2 		$1.44M Sell
38,881
-11,044
-22% -$430K 0.73% 26
2021
Q1 		$1.64M Sell
49,925
-11,512
-19% -$373K 1.04% 25
2020
Q4 		$1.6M Sell
61,437
-36,810
-37% -$765K 1.19% 24
2020
Q3 		$1.54M Hold
98,247
– – 1.64% 21
2020
Q2 		$1.14M Hold
98,247
– – 1.07% 23
2020
Q1 		$663K Buy
98,247
+20,000
+26% +$209K 1.24% 22
2019
Q4 		$1.03M Buy
+78,247
New +$859K 1.31% 22

Other funds holding FCX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Recurrent Investment Advisors's FCX Position: Q1 2026 in Review

Recurrent Investment Advisors reduced its Freeport-McMoran (FCX) stake by 40% in Q1 2026, selling an estimated $2.13M and leaving 52,517 shares worth $3.09M. The position accounts for 0.19% of the portfolio, ranked #35.

Recurrent Investment Advisors first reported a position in FCX in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.46M in Q4 2025. 1,847 funds tracked by Wall St. Rank hold FCX as of Q1 2026.

  • Recurrent Investment Advisors held 52,517 shares of Freeport-McMoran worth $3.09M as of Q1 2026.
  • Recurrent Investment Advisors sold 35,203 Freeport-McMoran shares in Q1 2026, an estimated $2.13M.
  • Freeport-McMoran made up 0.19% of Recurrent Investment Advisors's portfolio in Q1 2026, its #35 holding.
  • Recurrent Investment Advisors first reported a position in Freeport-McMoran in Q4 2019 and has held it in 26 quarters since.
  • Recurrent Investment Advisors's Freeport-McMoran position peaked at $4.46M in Q4 2025.
  • 1,847 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2026.

Based on Recurrent Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.