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Smallwood Wealth Investment Management’s Freeport-McMoran FCX Stock Holding History

Smallwood Wealth Investment 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 		$36.2K Hold
576
– – 0.02% 213
2026
Q1 		$33.9K Hold
576
– – 0.02% 214
2025
Q4 		$29.3K Hold
576
– – 0.02% 226
2025
Q3 		$22.6K Buy
576
+387
+205% +$16.8K 0.01% 252
2025
Q2 		$8.19K Buy
189
+13
+7% +$494 ﹤0.01% 330
2025
Q1 		$6.66K Buy
+176
New +$6.73K ﹤0.01% 338

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

Smallwood Wealth Investment Management's FCX Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Freeport-McMoran (FCX) position steady in Q2 2026 at 576 shares worth $36.2K. The position accounts for 0.02% of the portfolio, ranked #213.

Smallwood Wealth Investment Management first reported a position in FCX in Q1 2025 and has held it in 6 quarters since. 664 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Smallwood Wealth Investment Management held 576 shares of Freeport-McMoran worth $36.2K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Freeport-McMoran share count unchanged in Q2 2026.
  • Freeport-McMoran made up 0.02% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #213 holding.
  • Smallwood Wealth Investment Management first reported a position in Freeport-McMoran in Q1 2025 and has held it in 6 quarters since.
  • 664 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.