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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
Q2 		$1.04M Sell
16,494
-2,112
-11% -$136K 0.32% 83
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 $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 $3.38T AUM 44.17% 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

Tred Avon Family Wealth's FCX Position: Q2 2026 in Review

Tred Avon Family Wealth reduced its Freeport-McMoran (FCX) stake by 11% in Q2 2026, selling an estimated $136K and leaving 16,494 shares worth $1.04M. The position accounts for 0.32% of the portfolio, ranked #83.

Tred Avon Family Wealth first reported a position in FCX in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.11M in Q4 2025. 1,899 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Tred Avon Family Wealth held 16,494 shares of Freeport-McMoran worth $1.04M as of Q2 2026.
  • Tred Avon Family Wealth sold 2,112 Freeport-McMoran shares in Q2 2026, an estimated $136K.
  • Freeport-McMoran made up 0.32% of Tred Avon Family Wealth's portfolio in Q2 2026, its #83 holding.
  • Tred Avon Family Wealth first reported a position in Freeport-McMoran in Q3 2025 and has held it in 4 quarters since.
  • Tred Avon Family Wealth's Freeport-McMoran position peaked at $1.11M in Q4 2025.
  • 1,899 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.