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
2026 Q1	–	Sell	-20,000	Closed	-$1.02M	–	1160
2025 Q4	$1.02M	Hold	20,000	–	–	0.13%	130
2025 Q3	$784K	Buy	+20,000	New	+$868K	0.16%	126
2024 Q4	–	Sell	-1,000	Closed	-$50K	–	721
2024 Q3	$50K	Buy	+1,000	New	+$45.1K	0.01%	225
2021 Q4	–	Sell	-140	Closed	-$455K	–	851
2021 Q3	$455K	Buy	+140	New	+$4.93K	0.04%	423
2021 Q1	–	Sell	-300	Closed	-$781K	–	636
2020 Q4	$781K	Buy	+300	New	+$6.24K	0.07%	271
2017 Q3	–	Sell	-100	Closed	-$120K	–	241
2017 Q2	$120K	Buy	+100	New	+$1.21K	0.02%	221
2015 Q1	–	Sell	-641	Closed	-$99K	–	471
2014 Q4	$99K	Sell	641 -367	-36%	-$10.1K	0.03%	265
2014 Q3	$9K	Buy	+1,008	New	+$36.6K	﹤0.01%	542

Other funds holding FCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Securities Group's FCX Position: Q2 2026 in Review

Summit Securities Group reduced its Freeport-McMoran (FCX) stake by 81% in Q2 2026, selling an estimated $90.2K and leaving 333 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

Summit Securities Group first reported a position in FCX in Q2 2013 and has held it in 22 quarters since. The position peaked at $3.25M in Q3 2014. 1,899 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

Summit Securities Group held 333 shares of Freeport-McMoran worth $20.9K as of Q2 2026.
Summit Securities Group sold 1,403 Freeport-McMoran shares in Q2 2026, an estimated $90.2K.
Freeport-McMoran made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #711 holding.
Summit Securities Group first reported a position in Freeport-McMoran in Q2 2013 and has held it in 22 quarters since.
Summit Securities Group's Freeport-McMoran position peaked at $3.25M in Q3 2014.
1,899 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.