Stamos Capital Partners’s Freeport-McMoran FCX Stock Holding History

Stamos Capital Partners’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	$450K	Sell	7,663 -3,994	-34%	-$241K	0.07%	132
2025 Q4	$592K	Sell	11,657 -1,285	-10%	-$55.7K	0.1%	133
2025 Q3	$508K	Sell	12,942 -5,096	-28%	-$221K	0.1%	128
2025 Q2	$782K	Buy	18,038 +5,120	+40%	+$194K	0.14%	123
2025 Q1	$489K	Sell	12,918 -102	-0.8%	-$3.9K	0.13%	128
2024 Q4	$496K	Buy	13,020 +5,360	+70%	+$240K	0.12%	124
2024 Q3	$382K	Buy	7,660 +2,660	+53%	+$120K	0.09%	115
2024 Q2	$243K	Sell	5,000 -500	-9%	-$25.2K	0.05%	137
2024 Q1	$259K	Sell	5,500 -3,810	-41%	-$154K	0.06%	121
2023 Q4	$396K	Sell	9,310 -13,360	-59%	-$493K	0.11%	117
2023 Q3	$845K	Hold	22,670	–	–	0.19%	98
2023 Q2	$907K	Buy	22,670 +3,510	+18%	+$134K	0.21%	90
2023 Q1	$784K	Hold	19,160	–	–	0.2%	83
2022 Q4	$728K	Sell	19,160 -28,300	-60%	-$989K	0.23%	92
2022 Q3	$1.3M	Buy	47,460 +39,410	+490%	+$1.15M	0.33%	69
2022 Q2	$236K	Buy	+8,050	New	+$322K	0.07%	110

Other funds holding FCX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Stamos Capital Partners's FCX Position: Q1 2026 in Review

Stamos Capital Partners reduced its Freeport-McMoran (FCX) stake by 34% in Q1 2026, selling an estimated $241K and leaving 7,663 shares worth $450K. The position accounts for 0.07% of the portfolio, ranked #132.

Stamos Capital Partners first reported a position in FCX in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.3M in Q3 2022. 1,849 funds tracked by Wall St. Rank hold FCX as of Q1 2026.

Stamos Capital Partners held 7,663 shares of Freeport-McMoran worth $450K as of Q1 2026.
Stamos Capital Partners sold 3,994 Freeport-McMoran shares in Q1 2026, an estimated $241K.
Freeport-McMoran made up 0.07% of Stamos Capital Partners's portfolio in Q1 2026, its #132 holding.
Stamos Capital Partners first reported a position in Freeport-McMoran in Q2 2022 and has held it in 16 quarters since.
Stamos Capital Partners's Freeport-McMoran position peaked at $1.3M in Q3 2022.
1,849 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2026.

Based on Stamos Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.