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Tred Avon Family Wealth’s Freeport-McMoran FCX Stock Holding History

Tred Avon Family Wealth’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
Q1 		$1.09M Sell
18,606
-3,203
-15% -$194K 0.36% 76
2025
Q4 		$1.11M Sell
21,809
-901
-4% -$39K 0.36% 67
2025
Q3 		$891K Buy
+22,710
New +$985K 0.31% 90

Other funds holding FCX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Tred Avon Family Wealth's FCX Position: Q1 2026 in Review

Tred Avon Family Wealth reduced its Freeport-McMoran (FCX) stake by 15% in Q1 2026, selling an estimated $194K and leaving 18,606 shares worth $1.09M. The position accounts for 0.36% of the portfolio, ranked #76.

Tred Avon Family Wealth first reported a position in FCX in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.11M in Q4 2025. 1,849 funds tracked by Wall St. Rank hold FCX as of Q1 2026.

  • Tred Avon Family Wealth held 18,606 shares of Freeport-McMoran worth $1.09M as of Q1 2026.
  • Tred Avon Family Wealth sold 3,203 Freeport-McMoran shares in Q1 2026, an estimated $194K.
  • Freeport-McMoran made up 0.36% of Tred Avon Family Wealth's portfolio in Q1 2026, its #76 holding.
  • Tred Avon Family Wealth first reported a position in Freeport-McMoran in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's Freeport-McMoran position peaked at $1.11M in Q4 2025.
  • 1,849 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.