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Summit Financial’s Freeport-McMoran FCX Stock Holding History

Summit Financial’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 		$4.11M Buy
65,322
+8,373
+15% +$538K 0.05% 397
2026
Q1 		$3.35M Buy
56,949
+1,466
+3% +$88.6K 0.04% 427
2025
Q4 		$2.82M Sell
55,483
-1,328
-2% -$57.6K 0.04% 397
2025
Q3 		$2.23M Buy
56,811
+433
+0.8% +$18.8K 0.03% 458
2025
Q2 		$2.44M Buy
56,378
+5,227
+10% +$199K 0.06% 265
2025
Q1 		$1.94M Buy
51,151
+493
+1% +$18.9K 0.05% 262
2024
Q4 		$1.93M Buy
50,658
+2,038
+4% +$91.2K 0.07% 218
2024
Q3 		$2.43M Sell
48,620
-1,300
-3% -$58.6K 0.1% 161
2024
Q2 		$2.43M Buy
49,920
+13,129
+36% +$662K 0.11% 138
2024
Q1 		$1.73M Sell
36,791
-1,114
-3% -$45K 0.1% 114
2023
Q4 		$1.61M Sell
37,905
-24,700
-39% -$912K 0.11% 121
2023
Q3 		$2.33M Buy
62,605
+28,281
+82% +$1.14M 0.17% 81
2023
Q2 		$1.37M Buy
34,324
+26,189
+322% +$998K 0.1% 120
2023
Q1 		$333K Buy
8,135
+1,508
+23% +$62.7K 0.03% 205
2022
Q4 		$252K Buy
+6,627
New +$232K 0.02% 217
2022
Q2 		– Sell
-4,632
Closed -$230K – 236
2022
Q1 		$230K Buy
+4,632
New +$205K 0.02% 236

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

Summit Financial's FCX Position: Q2 2026 in Review

Summit Financial increased its Freeport-McMoran (FCX) stake by 15% in Q2 2026, buying an estimated $538K and bringing the position to 65,322 shares worth $4.11M. The position accounts for 0.05% of the portfolio, ranked #397.

Summit Financial first reported a position in FCX in Q1 2022 and has held it in 16 quarters since. 1,888 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Summit Financial held 65,322 shares of Freeport-McMoran worth $4.11M as of Q2 2026.
  • Summit Financial bought 8,373 Freeport-McMoran shares in Q2 2026, an estimated $538K.
  • Freeport-McMoran made up 0.05% of Summit Financial's portfolio in Q2 2026, its #397 holding.
  • Summit Financial first reported a position in Freeport-McMoran in Q1 2022 and has held it in 16 quarters since.
  • 1,888 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.