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Summit Trail Advisors’s Freeport-McMoran FCX Stock Holding History

Summit Trail Advisors’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 		$3.21M Sell
51,025
-2,172
-4% -$140K 0.04% 332
2026
Q1 		$3.13M Buy
53,197
+19,495
+58% +$1.18M 0.04% 294
2025
Q4 		$1.71M Sell
33,702
-7,392
-18% -$320K 0.03% 501
2025
Q3 		$1.61M Buy
41,094
+15,669
+62% +$680K 0.02% 562
2025
Q2 		$1.1M Buy
25,425
+9,609
+61% +$365K 0.02% 438
2025
Q1 		$599K Buy
15,816
+4,511
+40% +$173K 0.02% 225
2024
Q4 		$431K Buy
11,305
+51
+0.5% +$2.28K 0.02% 242
2024
Q3 		$562K Buy
11,254
+2,226
+25% +$100K 0.01% 375
2024
Q2 		$439K Buy
9,028
+3,030
+51% +$153K 0.01% 398
2024
Q1 		$282K Buy
5,998
+309
+5% +$12.5K 0.01% 484
2023
Q4 		$242K Sell
5,689
-873
-13% -$32.2K 0.01% 452
2023
Q3 		$245K Sell
6,562
-30
-0.5% -$1.21K 0.01% 444
2023
Q2 		$264K Buy
+6,592
New +$251K 0.01% 402
2019
Q1 		– Sell
-12,811
Closed -$132K – 112
2018
Q4 		$132K Sell
12,811
-13,118
-51% -$153K 0.05% 102
2018
Q3 		$361K Buy
25,929
+1,838
+8% +$27.8K 0.08% 131
2018
Q2 		$416K Sell
24,091
-46,407
-66% -$787K 0.15% 83
2018
Q1 		$707K Buy
70,498
+11,065
+19% +$208K 0.12% 167
2017
Q4 		$1.16M Buy
+59,433
New +$897K 0.15% 135

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 Trail Advisors's FCX Position: Q2 2026 in Review

Summit Trail Advisors reduced its Freeport-McMoran (FCX) stake by 4.1% in Q2 2026, selling an estimated $140K and leaving 51,025 shares worth $3.21M. The position accounts for 0.04% of the portfolio, ranked #332.

Summit Trail Advisors first reported a position in FCX in Q4 2017 and has held it in 18 quarters since. 1,888 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Summit Trail Advisors held 51,025 shares of Freeport-McMoran worth $3.21M as of Q2 2026.
  • Summit Trail Advisors sold 2,172 Freeport-McMoran shares in Q2 2026, an estimated $140K.
  • Freeport-McMoran made up 0.04% of Summit Trail Advisors's portfolio in Q2 2026, its #332 holding.
  • Summit Trail Advisors first reported a position in Freeport-McMoran in Q4 2017 and has held it in 18 quarters since.
  • 1,888 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.