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Synergy Investment Management’s Freeport-McMoran FCX Stock Holding History

Synergy Investment Management’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 		$7.77K Sell
124
-11
-8% -$707 ﹤0.01% 669
2026
Q1 		$7.94K Buy
+135
New +$8.16K ﹤0.01% 524

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

Synergy Investment Management's FCX Position: Q2 2026 in Review

Synergy Investment Management reduced its Freeport-McMoran (FCX) stake by 8.1% in Q2 2026, selling an estimated $707 and leaving 124 shares worth $7.77K. The position accounts for ﹤0.01% of the portfolio, ranked #669.

Synergy Investment Management first reported a position in FCX in Q1 2026 and has held it in 2 quarters since. The position peaked at $7.94K in Q1 2026. 1,888 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Synergy Investment Management held 124 shares of Freeport-McMoran worth $7.77K as of Q2 2026.
  • Synergy Investment Management sold 11 Freeport-McMoran shares in Q2 2026, an estimated $707.
  • Freeport-McMoran made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #669 holding.
  • Synergy Investment Management first reported a position in Freeport-McMoran in Q1 2026 and has held it in 2 quarters since.
  • Synergy Investment Management's Freeport-McMoran position peaked at $7.94K in Q1 2026.
  • 1,888 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.