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 		$126K Buy
+2,000
New +$129K 0.05% 131
2025
Q2 		– Sell
-30,000
Closed -$1.14M – 154
2025
Q1 		$1.14M Buy
+30,000
New +$1.15M 0.62% 45
2024
Q3 		– Sell
-2,000
Closed -$97.2K – 136
2024
Q2 		$97.2K Buy
+2,000
New +$101K 0.06% 132

Other funds holding FCX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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. 535 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.
  • 535 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.