True Wealth Design
FCX icon

True Wealth Design’s Freeport-McMoran FCX Stock Holding History

True Wealth Design’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
Q3 		$300K Buy
4,284
+268
+7% +$18.2K 0.07% 78
2026
Q2 		$253K Buy
4,016
+775
+24% +$49.8K 0.06% 84
2026
Q1 		$191K Buy
3,241
+491
+18% +$29.7K 0.05% 101
2025
Q4 		$140K Buy
2,750
+362
+15% +$15.7K 0.04% 128
2025
Q3 		$93.7K Buy
2,388
+882
+59% +$38.3K 0.03% 177
2025
Q2 		$65.3K Buy
1,506
+858
+132% +$32.6K 0.02% 165
2025
Q1 		$24.5K Buy
648
+526
+431% +$20.1K 0.01% 308
2024
Q4 		$4.66K Buy
122
+83
+213% +$3.71K ﹤0.01% 547
2024
Q3 		$1.95K Hold
39
– – ﹤0.01% 796
2024
Q2 		$1.9K Sell
39
-3
-7% -$151 ﹤0.01% 373
2024
Q1 		$1.98K Buy
42
+24
+133% +$969 ﹤0.01% 352
2023
Q4 		$767 Hold
18
– – ﹤0.01% 389
2023
Q3 		$672 Hold
18
– – ﹤0.01% 367
2023
Q2 		$720 Hold
18
– – ﹤0.01% 368
2023
Q1 		$737 Hold
18
– – ﹤0.01% 446
2022
Q4 		$684 Buy
+18
New +$629 ﹤0.01% 393

Other funds holding FCX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

True Wealth Design's FCX Position: Q3 2026 in Review

True Wealth Design increased its Freeport-McMoran (FCX) stake by 6.7% in Q3 2026, buying an estimated $18.2K and bringing the position to 4,284 shares worth $300K. The position accounts for 0.07% of the portfolio, ranked #78.

True Wealth Design first reported a position in FCX in Q4 2022 and has held it in 16 quarters since. 476 funds tracked by Wall St. Rank hold FCX as of Q3 2026.

  • True Wealth Design held 4,284 shares of Freeport-McMoran worth $300K as of Q3 2026.
  • True Wealth Design bought 268 Freeport-McMoran shares in Q3 2026, an estimated $18.2K.
  • Freeport-McMoran made up 0.07% of True Wealth Design's portfolio in Q3 2026, its #78 holding.
  • True Wealth Design first reported a position in Freeport-McMoran in Q4 2022 and has held it in 16 quarters since.
  • 476 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.