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

SHP 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
Q1 		$45.5K Buy
774
+177
+30% +$10.7K ﹤0.01% 514
2025
Q4 		$30.4K Buy
+597
New +$25.9K ﹤0.01% 596

Other funds holding FCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

SHP Wealth Management's FCX Position: Q1 2026 in Review

SHP Wealth Management increased its Freeport-McMoran (FCX) stake by 30% in Q1 2026, buying an estimated $10.7K and bringing the position to 774 shares worth $45.5K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

SHP Wealth Management first reported a position in FCX in Q4 2025 and has held it in 2 quarters since. 1,853 funds tracked by Wall St. Rank hold FCX as of Q1 2026.

  • SHP Wealth Management held 774 shares of Freeport-McMoran worth $45.5K as of Q1 2026.
  • SHP Wealth Management bought 177 Freeport-McMoran shares in Q1 2026, an estimated $10.7K.
  • Freeport-McMoran made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #514 holding.
  • SHP Wealth Management first reported a position in Freeport-McMoran in Q4 2025 and has held it in 2 quarters since.
  • 1,853 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.