Wallace Advisory Group’s Freeport-McMoran FCX Stock Holding History

Wallace Advisory Group’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 Q1	$311K	Sell	5,289 -2,111	-29%	-$128K	0.33%	75
2025 Q4	$376K	Sell	7,400 -4,041	-35%	-$175K	0.39%	64
2025 Q3	$496K	Sell	11,441 -2,225	-16%	-$96.5K	0.4%	75
2025 Q2	$517K	Buy	13,666 +3,176	+30%	+$121K	0.38%	77
2025 Q1	$399K	Buy	10,490 +1,012	+11%	+$38.7K	0.28%	106
2024 Q4	$473K	Buy	9,478 +1,138	+14%	+$50.9K	0.33%	86
2024 Q3	$405K	Sell	8,340 -265	-3%	-$11.9K	0.3%	93
2024 Q2	$418K	Sell	8,605 -2,463	-22%	-$124K	0.3%	91
2024 Q1	$471K	Buy	11,068 +732	+7%	+$29.6K	0.35%	79
2023 Q4	$385K	Sell	10,336 -1,130	-10%	-$41.7K	0.3%	84
2023 Q3	$459K	Sell	11,466 -325	-3%	-$13.1K	0.33%	78
2023 Q2	$482K	Hold	11,791	–	–	0.37%	76
2023 Q1	$482K	Sell	11,791 -2,880	-20%	-$120K	0.37%	76
2022 Q4	$557K	Buy	+14,671	New	+$513K	0.44%	52

Other funds holding FCX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wallace Advisory Group's FCX Position: Q1 2026 in Review

Wallace Advisory Group reduced its Freeport-McMoran (FCX) stake by 29% in Q1 2026, selling an estimated $128K and leaving 5,289 shares worth $311K. The position accounts for 0.33% of the portfolio, ranked #75.

Wallace Advisory Group first reported a position in FCX in Q4 2022 and has held it in 14 quarters since. The position peaked at $557K in Q4 2022. 1,847 funds tracked by Wall St. Rank hold FCX as of Q1 2026.

Wallace Advisory Group held 5,289 shares of Freeport-McMoran worth $311K as of Q1 2026.
Wallace Advisory Group sold 2,111 Freeport-McMoran shares in Q1 2026, an estimated $128K.
Freeport-McMoran made up 0.33% of Wallace Advisory Group's portfolio in Q1 2026, its #75 holding.
Wallace Advisory Group first reported a position in Freeport-McMoran in Q4 2022 and has held it in 14 quarters since.
Wallace Advisory Group's Freeport-McMoran position peaked at $557K in Q4 2022.
1,847 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.