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Robertson Stephens Wealth Management’s Freeport-McMoran FCX Stock Holding History

Robertson Stephens 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
Q2 		$295K Buy
+4,686
New +$301K 0.01% 527
2025
Q3 		– Sell
-6,133
Closed -$266K – 548
2025
Q2 		$266K Sell
6,133
-15
-0.2% -$570 0.01% 478
2025
Q1 		$233K Buy
6,148
+33
+0.5% +$1.26K 0.01% 503
2024
Q4 		$233K Sell
6,115
-471
-7% -$21.1K 0.01% 519
2024
Q3 		$329K Buy
6,586
+6
+0.1% +$270 0.01% 509
2024
Q2 		$320K Buy
6,580
+1,056
+19% +$53.2K 0.02% 399
2024
Q1 		$260K Sell
5,524
-503
-8% -$20.3K 0.01% 445
2023
Q4 		$257K Buy
6,027
+60
+1% +$2.22K 0.02% 405
2023
Q3 		$223K Buy
5,967
+187
+3% +$7.53K 0.02% 416
2023
Q2 		$231K Buy
5,780
+6
+0.1% +$229 0.02% 389
2023
Q1 		$236K Sell
5,774
-576
-9% -$24K 0.02% 400
2022
Q4 		$241K Buy
+6,350
New +$222K 0.02% 371
2022
Q2 		– Sell
-5,213
Closed -$259K – 393
2022
Q1 		$259K Buy
5,213
+133
+3% +$5.89K 0.02% 337
2021
Q4 		$211K Buy
+5,080
New +$193K 0.02% 376

Other funds holding FCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Robertson Stephens Wealth Management's FCX Position: Q2 2026 in Review

Robertson Stephens Wealth Management opened a new position in Freeport-McMoran (FCX) in Q2 2026: 4,686 shares worth $295K. The stake represents 0.01% of the portfolio and ranks #527 among its holdings. This is a return to the name: Robertson Stephens Wealth Management previously reported a position in FCX as recently as Q2 2025.

Robertson Stephens Wealth Management first reported a position in FCX in Q4 2021 and has held it in 14 quarters since. The position peaked at $329K in Q3 2024. 1,899 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Robertson Stephens Wealth Management held 4,686 shares of Freeport-McMoran worth $295K as of Q2 2026.
  • Freeport-McMoran was a new Robertson Stephens Wealth Management position in Q2 2026.
  • Freeport-McMoran made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #527 holding.
  • Robertson Stephens Wealth Management first reported a position in Freeport-McMoran in Q4 2021 and has held it in 14 quarters since.
  • Robertson Stephens Wealth Management's Freeport-McMoran position peaked at $329K in Q3 2024.
  • 1,899 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.