USA Financial Formulas’s Freeport-McMoran FCX Stock Holding History

USA Financial Formulas’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	$364K	Buy	5,795 +1,025	+21%	+$65.9K	0.07%	96
2026 Q1	$280K	Buy	+4,770	New	+$288K	0.05%	94
2024 Q3	–	Sell	-7,672	Closed	-$373K	–	302
2024 Q2	$373K	Buy	7,672 +7,633	+19,572%	+$385K	0.06%	106
2024 Q1	$1.83K	Buy	39 +8	+26%	+$323	﹤0.01%	284
2023 Q4	$1.32K	Sell	31 -10	-24%	-$369	﹤0.01%	318
2023 Q3	$1.53K	Hold	41	–	–	﹤0.01%	360
2023 Q2	$1.64K	Hold	41	–	–	﹤0.01%	319
2023 Q1	$1.68K	Buy	+41	New	+$1.71K	﹤0.01%	241
2022 Q3	$0	Hold	13	–	–	﹤0.01%	340
2022 Q2	$0	Hold	13	–	–	﹤0.01%	369
2022 Q1	$1K	Sell	13 -50	-79%	-$2.21K	﹤0.01%	295
2021 Q4	$3K	Hold	63	–	–	﹤0.01%	241
2021 Q3	$2K	Sell	63 -26,639	-100%	-$938K	﹤0.01%	315
2021 Q2	$991K	Sell	26,702 -10,418	-28%	-$406K	0.83%	54
2021 Q1	$1.22M	Sell	37,120 -12,599	-25%	-$409K	0.99%	30
2020 Q4	$1.29M	Buy	49,719 +49,227	+10,005%	+$1.02M	1.02%	34
2020 Q3	$8K	Buy	492 +322	+189%	+$4.65K	0.01%	159
2020 Q2	$2K	Buy	+170	New	+$1.56K	﹤0.01%	120

Other funds holding FCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

USA Financial Formulas's FCX Position: Q2 2026 in Review

USA Financial Formulas increased its Freeport-McMoran (FCX) stake by 21% in Q2 2026, buying an estimated $65.9K and bringing the position to 5,795 shares worth $364K. The position accounts for 0.07% of the portfolio, ranked #96.

USA Financial Formulas first reported a position in FCX in Q2 2020 and has held it in 18 quarters since. The position peaked at $1.29M in Q4 2020. 1,888 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

USA Financial Formulas held 5,795 shares of Freeport-McMoran worth $364K as of Q2 2026.
USA Financial Formulas bought 1,025 Freeport-McMoran shares in Q2 2026, an estimated $65.9K.
Freeport-McMoran made up 0.07% of USA Financial Formulas's portfolio in Q2 2026, its #96 holding.
USA Financial Formulas first reported a position in Freeport-McMoran in Q2 2020 and has held it in 18 quarters since.
USA Financial Formulas's Freeport-McMoran position peaked at $1.29M in Q4 2020.
1,888 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.