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Triad Wealth Partners’s Freeport-McMoran FCX Stock Holding History

Triad 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 		$243K Buy
+3,826
New +$246K 0.01% 495
2024
Q3 		– Sell
-723
Closed -$35.1K – 328
2024
Q2 		$35.1K Buy
+723
New +$36.4K 0.02% 275

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

Triad Wealth Partners's FCX Position: Q2 2026 in Review

Triad Wealth Partners opened a new position in Freeport-McMoran (FCX) in Q2 2026: 3,826 shares worth $243K. The stake represents 0.01% of the portfolio and ranks #495 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in FCX as recently as Q2 2024.

Triad Wealth Partners first reported a position in FCX in Q2 2024 and has held it in 2 quarters since. 1,899 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Triad Wealth Partners held 3,826 shares of Freeport-McMoran worth $243K as of Q2 2026.
  • Freeport-McMoran was a new Triad Wealth Partners position in Q2 2026.
  • Freeport-McMoran made up 0.01% of Triad Wealth Partners's portfolio in Q2 2026, its #495 holding.
  • Triad Wealth Partners first reported a position in Freeport-McMoran in Q2 2024 and has held it in 2 quarters since.
  • 1,899 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.