SageView Advisory Group’s Freeport-McMoran FCX Stock Holding History

SageView Advisory Group’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
2025 Q4	$394K	Buy	7,749 +195	+3%	+$8.45K	0.01%	409
2025 Q3	$296K	Buy	7,554 +98	+1%	+$4.25K	0.01%	520
2025 Q2	$326K	Sell	7,456 -572	-7%	-$21.7K	0.01%	473
2025 Q1	$304K	Buy	8,028 +42	+0.5%	+$1.61K	0.01%	469
2024 Q4	$304K	Buy	+7,986	New	+$357K	0.01%	462
2024 Q3	–	Sell	-7,847	Closed	-$381K	–	528
2024 Q2	$381K	Sell	7,847 -8,529	-52%	-$430K	0.02%	385
2024 Q1	$460K	Buy	+16,376	New	+$661K	0.02%	344
2023 Q4	–	Sell	-8,177	Closed	-$305K	–	679
2023 Q3	$305K	Buy	8,177 +1,262	+18%	+$50.8K	0.02%	419
2023 Q2	$277K	Buy	+6,915	New	+$264K	0.02%	462

Other funds holding FCX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SageView Advisory Group's FCX Position: Q4 2025 in Review

SageView Advisory Group increased its Freeport-McMoran (FCX) stake by 2.6% in Q4 2025, buying an estimated $8.45K and bringing the position to 7,749 shares worth $394K. The position accounts for 0.01% of the portfolio, ranked #409.

SageView Advisory Group first reported a position in FCX in Q2 2023 and has held it in 9 quarters since. The position peaked at $460K in Q1 2024. 1,708 funds tracked by Wall St. Rank hold FCX as of Q4 2025.

SageView Advisory Group held 7,749 shares of Freeport-McMoran worth $394K as of Q4 2025.
SageView Advisory Group bought 195 Freeport-McMoran shares in Q4 2025, an estimated $8.45K.
Freeport-McMoran made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #409 holding.
SageView Advisory Group first reported a position in Freeport-McMoran in Q2 2023 and has held it in 9 quarters since.
SageView Advisory Group's Freeport-McMoran position peaked at $460K in Q1 2024.
1,708 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.