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Venturi Wealth Management’s Freeport-McMoran FCX Stock Holding History

Venturi Wealth Management’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 		$626K Sell
9,953
-499
-5% -$32.1K 0.02% 329
2026
Q1 		$614K Sell
10,452
-498
-5% -$30.1K 0.03% 306
2025
Q4 		$556K Sell
10,950
-4,587
-30% -$199K 0.02% 316
2025
Q3 		$609K Sell
15,537
-4,474
-22% -$194K 0.03% 295
2025
Q2 		$867K Sell
20,011
-5,829
-23% -$221K 0.04% 215
2025
Q1 		$978K Sell
25,840
-4,134
-14% -$158K 0.05% 211
2024
Q4 		$1.14M Buy
29,974
+12,213
+69% +$546K 0.06% 190
2024
Q3 		$887K Buy
17,761
+1,894
+12% +$85.4K 0.05% 209
2024
Q2 		$771K Buy
15,867
+15,527
+4,567% +$782K 0.05% 214
2024
Q1 		$16K Sell
340
-590
-63% -$23.8K ﹤0.01% 803
2023
Q4 		$39.6K Buy
930
+512
+122% +$18.9K ﹤0.01% 533
2023
Q3 		$15.6K Sell
418
-334
-44% -$13.5K ﹤0.01% 698
2023
Q2 		$30.1K Sell
752
-258
-26% -$9.83K ﹤0.01% 494
2023
Q1 		$41.3K Buy
+1,010
New +$42K ﹤0.01% 494

Other funds holding FCX

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
DKAM
Drummond Knight Asset Management Crows Nest, NSW, Australia $545M AUM 73.62% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
PTEAP
Powszechne Towarzystwo Emerytalne Allianz Polska Warszawa, Poland $297M AUM 41.74% 1-Year Est. Return
GPTE
Generali Powszechne Towarzystwo Emerytalne Warsaw, Poland $631M AUM 32.98% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Venturi Wealth Management's FCX Position: Q2 2026 in Review

Venturi Wealth Management reduced its Freeport-McMoran (FCX) stake by 4.8% in Q2 2026, selling an estimated $32.1K and leaving 9,953 shares worth $626K. The position accounts for 0.02% of the portfolio, ranked #329.

Venturi Wealth Management first reported a position in FCX in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.14M in Q4 2024. 429 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Venturi Wealth Management held 9,953 shares of Freeport-McMoran worth $626K as of Q2 2026.
  • Venturi Wealth Management sold 499 Freeport-McMoran shares in Q2 2026, an estimated $32.1K.
  • Freeport-McMoran made up 0.02% of Venturi Wealth Management's portfolio in Q2 2026, its #329 holding.
  • Venturi Wealth Management first reported a position in Freeport-McMoran in Q1 2023 and has held it in 14 quarters since.
  • Venturi Wealth Management's Freeport-McMoran position peaked at $1.14M in Q4 2024.
  • 429 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.