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Sowell Financial Services’s Freeport-McMoran FCX Stock Holding History

Sowell Financial Services’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 		$1.86M Sell
29,568
-273
-0.9% -$17.6K 0.06% 328
2026
Q1 		$1.75M Buy
29,841
+3,435
+13% +$208K 0.06% 320
2025
Q4 		$1.34M Buy
26,406
+1,291
+5% +$55.9K 0.05% 367
2025
Q3 		$985K Buy
25,115
+9,615
+62% +$417K 0.04% 423
2025
Q2 		$672K Sell
15,500
-274
-2% -$10.4K 0.03% 528
2025
Q1 		$597K Sell
15,774
-9,978
-39% -$382K 0.03% 543
2024
Q4 		$981K Buy
25,752
+8,628
+50% +$386K 0.05% 314
2024
Q3 		$855K Sell
17,124
-1,457
-8% -$65.7K 0.04% 365
2024
Q2 		$903K Sell
18,581
-144
-0.8% -$7.26K 0.04% 342
2024
Q1 		$880K Buy
18,725
+4,285
+30% +$173K 0.04% 365
2023
Q4 		$615K Buy
14,440
+2,516
+21% +$92.9K 0.03% 407
2023
Q3 		$445K Sell
11,924
-10,414
-47% -$420K 0.03% 417
2023
Q2 		$893K Buy
22,338
+15,329
+219% +$584K 0.05% 374
2023
Q1 		$287K Buy
+7,009
New +$292K 0.02% 572
2022
Q2 		– Sell
-18,266
Closed -$784K – 299
2022
Q1 		$784K Buy
18,266
+762
+4% +$33.8K 0.14% 108
2021
Q4 		$730K Buy
17,504
+3,205
+22% +$122K 0.04% 375
2021
Q3 		$465K Sell
14,299
-1,361
-9% -$47.9K 0.03% 403
2021
Q2 		$581K Sell
15,660
-11,510
-42% -$448K 0.04% 400
2021
Q1 		$1.14M Buy
27,170
+3,800
+16% +$123K 0.04% 376
2020
Q4 		$608K Buy
23,370
+909
+4% +$18.9K 0.03% 459
2020
Q3 		$351K Buy
22,461
+10,290
+85% +$148K 0.02% 564
2020
Q2 		$141K Sell
12,171
-805
-6% -$7.38K 0.01% 858
2020
Q1 		$88K Sell
12,976
-1,056
-8% -$11K 0.01% 886
2019
Q4 		$184K Sell
14,032
-247
-2% -$2.71K 0.01% 741
2019
Q3 		$137K Buy
+14,279
New +$147K 0.01% 743
2018
Q1 		– Sell
-10,097
Closed -$196K – 282
2017
Q4 		$196K Buy
+10,097
New +$152K 0.05% 244
2017
Q1 		– Sell
-3,250
Closed -$50K – 354
2016
Q4 		$50K Buy
+3,250
New +$41.6K 0.02% 338

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

Sowell Financial Services's FCX Position: Q2 2026 in Review

Sowell Financial Services reduced its Freeport-McMoran (FCX) stake by 0.91% in Q2 2026, selling an estimated $17.6K and leaving 29,568 shares worth $1.86M. The position accounts for 0.06% of the portfolio, ranked #328.

Sowell Financial Services first reported a position in FCX in Q4 2016 and has held it in 27 quarters since. 1,889 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Sowell Financial Services held 29,568 shares of Freeport-McMoran worth $1.86M as of Q2 2026.
  • Sowell Financial Services sold 273 Freeport-McMoran shares in Q2 2026, an estimated $17.6K.
  • Freeport-McMoran made up 0.06% of Sowell Financial Services's portfolio in Q2 2026, its #328 holding.
  • Sowell Financial Services first reported a position in Freeport-McMoran in Q4 2016 and has held it in 27 quarters since.
  • 1,889 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.