Symphony Financial’s Freeport-McMoran FCX Stock Holding History

Symphony Financial’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	$267K	Sell	4,256 -558	-12%	-$35.9K	0.03%	293
2026 Q1	$281K	Buy	4,814 +219	+5%	+$13.2K	0.04%	244
2025 Q4	$234K	Buy	+4,595	New	+$199K	0.03%	263
2025 Q3	–	Sell	-4,983	Closed	-$288K	–	280
2025 Q2	$288K	Buy	+4,983	New	+$189K	0.04%	205
2022 Q2	–	Sell	-14,411	Closed	-$699K	–	192
2022 Q1	$699K	Buy	+14,411	New	+$638K	0.16%	107
2021 Q3	–	Sell	-17,111	Closed	-$634K	–	180
2021 Q2	$634K	Sell	17,111 -2,232	-12%	-$87K	0.22%	79
2021 Q1	$677K	Buy	19,343 +2,443	+14%	+$79.2K	0.18%	86
2020 Q4	$459K	Buy	+16,900	New	+$351K	0.16%	99

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 $3.37T AUM 44.26% 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

Symphony Financial's FCX Position: Q2 2026 in Review

Symphony Financial reduced its Freeport-McMoran (FCX) stake by 12% in Q2 2026, selling an estimated $35.9K and leaving 4,256 shares worth $267K. The position accounts for 0.03% of the portfolio, ranked #293.

Symphony Financial first reported a position in FCX in Q4 2020 and has held it in 8 quarters since. The position peaked at $699K in Q1 2022. 1,888 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

Symphony Financial held 4,256 shares of Freeport-McMoran worth $267K as of Q2 2026.
Symphony Financial sold 558 Freeport-McMoran shares in Q2 2026, an estimated $35.9K.
Freeport-McMoran made up 0.03% of Symphony Financial's portfolio in Q2 2026, its #293 holding.
Symphony Financial first reported a position in Freeport-McMoran in Q4 2020 and has held it in 8 quarters since.
Symphony Financial's Freeport-McMoran position peaked at $699K in Q1 2022.
1,888 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.