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 Q2	$313K	Sell	4,972 -317	-6%	-$20.4K	0.29%	87
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 $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

Wallace Advisory Group's FCX Position: Q2 2026 in Review

Wallace Advisory Group reduced its Freeport-McMoran (FCX) stake by 6% in Q2 2026, selling an estimated $20.4K and leaving 4,972 shares worth $313K. The position accounts for 0.29% of the portfolio, ranked #87.

Wallace Advisory Group first reported a position in FCX in Q4 2022 and has held it in 15 quarters since. The position peaked at $557K in Q4 2022. 1,892 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

Wallace Advisory Group held 4,972 shares of Freeport-McMoran worth $313K as of Q2 2026.
Wallace Advisory Group sold 317 Freeport-McMoran shares in Q2 2026, an estimated $20.4K.
Freeport-McMoran made up 0.29% of Wallace Advisory Group's portfolio in Q2 2026, its #87 holding.
Wallace Advisory Group first reported a position in Freeport-McMoran in Q4 2022 and has held it in 15 quarters since.
Wallace Advisory Group's Freeport-McMoran position peaked at $557K in Q4 2022.
1,892 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.