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Waverly Advisors’s Freeport-McMoran FCX Stock Holding History

Waverly Advisors’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 		$3.47M Buy
59,099
+4,208
+8% +$254K 0.03% 507
2025
Q4 		$2.79M Buy
54,891
+37,258
+211% +$1.61M 0.02% 514
2025
Q3 		$692K Buy
17,633
+1,220
+7% +$52.9K 0.01% 748
2025
Q2 		$712K Buy
16,413
+2,046
+14% +$77.7K 0.01% 705
2025
Q1 		$544K Buy
14,367
+3,220
+29% +$123K 0.01% 752
2024
Q4 		$424K Buy
11,147
+3,234
+41% +$145K 0.01% 723
2024
Q3 		$395K Sell
7,913
-1,373
-15% -$61.9K 0.01% 623
2024
Q2 		$451K Buy
+9,286
New +$468K 0.01% 599
2016
Q1 		– Sell
-11,500
Closed -$78K – 106
2015
Q4 		$78K Buy
+11,500
New +$110K 0.03% 119
2015
Q3 		– Sell
-200
Closed -$4K – 433
2015
Q2 		$4K Hold
200
– – ﹤0.01% 315
2015
Q1 		$4K Buy
200
+161
+413% +$3.19K ﹤0.01% 309
2014
Q4 		$1K Sell
39
-254
-87% -$7.01K ﹤0.01% 395
2014
Q3 		$10K Sell
293
-986
-77% -$35.8K 0.01% 477
2014
Q2 		$47K Buy
1,279
+1,156
+940% +$39.6K 0.02% 238
2014
Q1 		$4K Sell
123
-800
-87% -$26.6K ﹤0.01% 589
2013
Q4 		$35K Buy
923
+623
+208% +$22.1K 0.01% 371
2013
Q3 		$10K Buy
+300
New +$9.17K 0.01% 437

Other funds holding FCX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Waverly Advisors's FCX Position: Q1 2026 in Review

Waverly Advisors increased its Freeport-McMoran (FCX) stake by 7.7% in Q1 2026, buying an estimated $254K and bringing the position to 59,099 shares worth $3.47M. The position accounts for 0.03% of the portfolio, ranked #507.

Waverly Advisors first reported a position in FCX in Q3 2013 and has held it in 17 quarters since. 1,847 funds tracked by Wall St. Rank hold FCX as of Q1 2026.

  • Waverly Advisors held 59,099 shares of Freeport-McMoran worth $3.47M as of Q1 2026.
  • Waverly Advisors bought 4,208 Freeport-McMoran shares in Q1 2026, an estimated $254K.
  • Freeport-McMoran made up 0.03% of Waverly Advisors's portfolio in Q1 2026, its #507 holding.
  • Waverly Advisors first reported a position in Freeport-McMoran in Q3 2013 and has held it in 17 quarters since.
  • 1,847 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.