Summit Securities Group’s Freeport-McMoran FCX Stock Holding History

Summit Securities Group’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
2021 Q4	–	Sell	-140	Closed	-$455K	–	850
2021 Q3	$455K	Buy	+140	New	+$4.93K	0.04%	422
2021 Q1	–	Sell	-775	Closed	-$2.02M	–	635
2020 Q4	$2.02M	Buy	775 +300	+63%	+$6.24K	0.17%	144
2020 Q3	$743K	Hold	475	–	–	0.08%	191
2020 Q2	$550K	Hold	475	–	–	0.07%	222
2020 Q1	$321K	Buy	+475	New	+$4.97K	0.06%	200
2017 Q3	–	Sell	-100	Closed	-$120K	–	240
2017 Q2	$120K	Buy	+100	New	+$1.21K	0.02%	220

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

Summit Securities Group's FCX Position: Q1 2026 in Review

Summit Securities Group reduced its Freeport-McMoran (FCX) stake by 76% in Q1 2026, selling an estimated $326K and leaving 1,736 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #286.

Summit Securities Group first reported a position in FCX in Q2 2013 and has held it in 21 quarters since. The position peaked at $3.25M in Q3 2014. 1,847 funds tracked by Wall St. Rank hold FCX as of Q1 2026.

Summit Securities Group held 1,736 shares of Freeport-McMoran worth $102K as of Q1 2026.
Summit Securities Group sold 5,397 Freeport-McMoran shares in Q1 2026, an estimated $326K.
Freeport-McMoran made up 0.01% of Summit Securities Group's portfolio in Q1 2026, its #286 holding.
Summit Securities Group first reported a position in Freeport-McMoran in Q2 2013 and has held it in 21 quarters since.
Summit Securities Group's Freeport-McMoran position peaked at $3.25M in Q3 2014.
1,847 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.