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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
Q2 		$14.5M Buy
230,909
+9,726
+4% +$625K 0.9% 39
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
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

Strategic Wealth Partners's FCX Position: Q2 2026 in Review

Strategic Wealth Partners increased its Freeport-McMoran (FCX) stake by 4.4% in Q2 2026, buying an estimated $625K and bringing the position to 230,909 shares worth $14.5M. The position accounts for 0.9% of the portfolio, ranked #39.

Strategic Wealth Partners first reported a position in FCX in Q1 2018 and has held it in 7 quarters since. 1,896 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Strategic Wealth Partners held 230,909 shares of Freeport-McMoran worth $14.5M as of Q2 2026.
  • Strategic Wealth Partners bought 9,726 Freeport-McMoran shares in Q2 2026, an estimated $625K.
  • Freeport-McMoran made up 0.9% of Strategic Wealth Partners's portfolio in Q2 2026, its #39 holding.
  • Strategic Wealth Partners first reported a position in Freeport-McMoran in Q1 2018 and has held it in 7 quarters since.
  • 1,896 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.