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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
Q2 		$70.4K Buy
1,120
+346
+45% +$22.2K ﹤0.01% 472
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
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

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

SHP Wealth Management increased its Freeport-McMoran (FCX) stake by 45% in Q2 2026, buying an estimated $22.2K and bringing the position to 1,120 shares worth $70.4K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

SHP Wealth Management first reported a position in FCX in Q4 2025 and has held it in 3 quarters since. 1,899 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • SHP Wealth Management held 1,120 shares of Freeport-McMoran worth $70.4K as of Q2 2026.
  • SHP Wealth Management bought 346 Freeport-McMoran shares in Q2 2026, an estimated $22.2K.
  • Freeport-McMoran made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #472 holding.
  • SHP Wealth Management first reported a position in Freeport-McMoran in Q4 2025 and has held it in 3 quarters since.
  • 1,899 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.