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Soltis Investment Advisors’s Freeport-McMoran FCX Stock Holding History

Soltis Investment Advisors’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 		$4.2M Buy
66,765
+50,145
+302% +$3.22M 0.23% 106
2026
Q1 		$977K Buy
16,620
+1,187
+8% +$71.7K 0.06% 226
2025
Q4 		$784K Buy
15,433
+3,598
+30% +$156K 0.05% 245
2025
Q3 		$464K Buy
11,835
+471
+4% +$20.4K 0.03% 311
2025
Q2 		$493K Buy
11,364
+934
+9% +$35.5K 0.04% 257
2025
Q1 		$395K Buy
10,430
+340
+3% +$13K 0.04% 267
2024
Q4 		$384K Buy
10,090
+346
+4% +$15.5K 0.04% 261
2024
Q3 		$486K Sell
9,744
-236
-2% -$10.6K 0.05% 226
2024
Q2 		$485K Buy
9,980
+631
+7% +$31.8K 0.05% 216
2024
Q1 		$440K Sell
9,349
-73
-0.8% -$2.95K 0.05% 213
2023
Q4 		$401K Buy
9,422
+308
+3% +$11.4K 0.05% 206
2023
Q3 		$340K Buy
9,114
+297
+3% +$12K 0.04% 207
2023
Q2 		$353K Buy
8,817
+532
+6% +$20.3K 0.04% 201
2023
Q1 		$339K Buy
8,285
+1,426
+21% +$59.3K 0.04% 201
2022
Q4 		$261K Buy
+6,859
New +$240K 0.03% 214
2022
Q3 		– Sell
-6,972
Closed -$204K – 236
2022
Q2 		$204K Buy
6,972
+56
+0.8% +$2.24K 0.03% 227
2022
Q1 		$344K Buy
6,916
+134
+2% +$5.93K 0.05% 191
2021
Q4 		$283K Sell
6,782
-153
-2% -$5.81K 0.04% 213
2021
Q3 		$226K Buy
6,935
+63
+0.9% +$2.22K 0.04% 221
2021
Q2 		$255K Buy
6,872
+90
+1% +$3.51K 0.04% 214
2021
Q1 		$223K Buy
+6,782
New +$220K 0.04% 196

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 $3.37T AUM 44.26% 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

Soltis Investment Advisors's FCX Position: Q2 2026 in Review

Soltis Investment Advisors increased its Freeport-McMoran (FCX) stake by 302% in Q2 2026, buying an estimated $3.22M and bringing the position to 66,765 shares worth $4.2M. The position accounts for 0.23% of the portfolio, ranked #106.

Soltis Investment Advisors first reported a position in FCX in Q1 2021 and has held it in 21 quarters since. 1,888 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Soltis Investment Advisors held 66,765 shares of Freeport-McMoran worth $4.2M as of Q2 2026.
  • Soltis Investment Advisors bought 50,145 Freeport-McMoran shares in Q2 2026, an estimated $3.22M.
  • Freeport-McMoran made up 0.23% of Soltis Investment Advisors's portfolio in Q2 2026, its #106 holding.
  • Soltis Investment Advisors first reported a position in Freeport-McMoran in Q1 2021 and has held it in 21 quarters since.
  • 1,888 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.