SWM
FCX icon

Shelton Wealth Management’s Freeport-McMoran FCX Stock Holding History

Shelton 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 		$1.62M Buy
25,745
+352
+1% +$22.6K 0.64% 49
2026
Q1 		$1.49M Sell
25,393
-2,545
-9% -$154K 0.65% 44
2025
Q4 		$1.42M Buy
27,938
+1,810
+7% +$78.4K 0.61% 52
2025
Q3 		$1.02M Sell
26,128
-52
-0.2% -$2.26K 0.46% 75
2025
Q2 		$1.13M Sell
26,180
-1,534
-6% -$58.3K 0.55% 68
2025
Q1 		$1.05M Buy
27,714
+1,584
+6% +$60.6K 0.57% 52
2024
Q4 		$995K Buy
26,130
+7,620
+41% +$341K 0.51% 70
2024
Q3 		$924K Buy
18,510
+3,285
+22% +$148K 0.5% 67
2024
Q2 		$740K Buy
15,225
+2,308
+18% +$116K 0.42% 77
2024
Q1 		$607K Sell
12,917
-2,683
-17% -$108K 0.38% 68
2023
Q4 		$664K Buy
+15,600
New +$576K 0.47% 45

Other funds holding FCX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
DKAM
Drummond Knight Asset Management Crows Nest, NSW, Australia $545M AUM 73.62% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
PTEAP
Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland $297M AUM 41.74% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PBBUPS
PKO BP Bankowy Universal Pension Society Warsaw, Poland $350M AUM 272.18% 1-Year Est. Return

Shelton Wealth Management's FCX Position: Q2 2026 in Review

Shelton Wealth Management increased its Freeport-McMoran (FCX) stake by 1.4% in Q2 2026, buying an estimated $22.6K and bringing the position to 25,745 shares worth $1.62M. The position accounts for 0.64% of the portfolio, ranked #49.

Shelton Wealth Management first reported a position in FCX in Q4 2023 and has held it in 11 quarters since. 330 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Shelton Wealth Management held 25,745 shares of Freeport-McMoran worth $1.62M as of Q2 2026.
  • Shelton Wealth Management bought 352 Freeport-McMoran shares in Q2 2026, an estimated $22.6K.
  • Freeport-McMoran made up 0.64% of Shelton Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Shelton Wealth Management first reported a position in Freeport-McMoran in Q4 2023 and has held it in 11 quarters since.
  • 330 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

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