Strategic Wealth Partners’s Freeport-McMoran FCX Stock Holding History

Strategic Wealth 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	$13M	Buy	221,183 +21,597	+11%	+$1.3M	0.9%	31
2025 Q4	$10.1M	Sell	199,586 -5,346	-3%	-$232K	0.69%	46
2025 Q3	$8.04M	Buy	204,932 +83,648	+69%	+$3.63M	0.6%	55
2025 Q2	$5.26M	Buy	+121,284	New	+$4.61M	0.41%	71
2019 Q2	–	Sell	-254	Closed	-$3K	–	759
2019 Q1	$3K	Buy	+254	New	+$3.07K	﹤0.01%	698
2018 Q2	–	Sell	-200	Closed	-$4K	–	778
2018 Q1	$4K	Buy	+200	New	+$3.75K	﹤0.01%	670

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

Strategic Wealth Partners's FCX Position: Q1 2026 in Review

Strategic Wealth Partners increased its Freeport-McMoran (FCX) stake by 11% in Q1 2026, buying an estimated $1.3M and bringing the position to 221,183 shares worth $13M. The position accounts for 0.9% of the portfolio, ranked #31.

Strategic Wealth Partners first reported a position in FCX in Q1 2018 and has held it in 6 quarters since. 1,847 funds tracked by Wall St. Rank hold FCX as of Q1 2026.

Strategic Wealth Partners held 221,183 shares of Freeport-McMoran worth $13M as of Q1 2026.
Strategic Wealth Partners bought 21,597 Freeport-McMoran shares in Q1 2026, an estimated $1.3M.
Freeport-McMoran made up 0.9% of Strategic Wealth Partners's portfolio in Q1 2026, its #31 holding.
Strategic Wealth Partners first reported a position in Freeport-McMoran in Q1 2018 and has held it in 6 quarters since.
1,847 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.