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Sun Group Wealth Partners’s Freeport-McMoran FCX Stock Holding History

Sun Group Wealth Partners’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 		$963K Sell
15,312
-510
-3% -$32.8K 0.66% 36
2026
Q1 		$930K Hold
15,822
– – 0.73% 29
2025
Q4 		$804K Buy
+15,822
New +$686K 0.65% 31

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

Sun Group Wealth Partners's FCX Position: Q2 2026 in Review

Sun Group Wealth Partners reduced its Freeport-McMoran (FCX) stake by 3.2% in Q2 2026, selling an estimated $32.8K and leaving 15,312 shares worth $963K. The position accounts for 0.66% of the portfolio, ranked #36.

Sun Group Wealth Partners first reported a position in FCX in Q4 2025 and has held it in 3 quarters since. 1,889 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Sun Group Wealth Partners held 15,312 shares of Freeport-McMoran worth $963K as of Q2 2026.
  • Sun Group Wealth Partners sold 510 Freeport-McMoran shares in Q2 2026, an estimated $32.8K.
  • Freeport-McMoran made up 0.66% of Sun Group Wealth Partners's portfolio in Q2 2026, its #36 holding.
  • Sun Group Wealth Partners first reported a position in Freeport-McMoran in Q4 2025 and has held it in 3 quarters since.
  • 1,889 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Sun Group Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.