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Summit Wealth Group (Colorado)’s Freeport-McMoran FCX Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-10,312
Closed -$385K – 387
2025
Q3 		$385K Buy
+10,312
New +$447K 0.04% 309

Other funds holding FCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Summit Wealth Group (Colorado)'s FCX Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Freeport-McMoran (FCX) in Q4 2025, closing a stake of 10,312 shares — an estimated $385K sold.

Summit Wealth Group (Colorado) first reported a position in FCX in Q3 2025 and held it in 1 quarter. The position peaked at $385K in Q3 2025. 1,712 funds tracked by Wall St. Rank hold FCX as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Freeport-McMoran position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 10,312 Freeport-McMoran shares in Q4 2025, an estimated $385K.
  • Summit Wealth Group (Colorado) first reported a position in Freeport-McMoran in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Freeport-McMoran position peaked at $385K in Q3 2025.
  • 1,712 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.