Waypoint Wealth Counsel’s Freeport-McMoran FCX Stock Holding History

Waypoint Wealth Counsel’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	$516K	Sell	8,771 -282	-3%	-$17K	0.27%	73
2025 Q4	$460K	Buy	+9,053	New	+$392K	0.17%	119
2024 Q2	–	Sell	-6,986	Closed	-$328K	–	92
2024 Q1	$328K	Sell	6,986 -7,587	-52%	-$306K	0.25%	68
2023 Q4	$620K	Buy	14,573 +4,926	+51%	+$182K	0.53%	41
2023 Q3	$360K	Buy	+9,647	New	+$389K	0.34%	50

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

Waypoint Wealth Counsel's FCX Position: Q1 2026 in Review

Waypoint Wealth Counsel reduced its Freeport-McMoran (FCX) stake by 3.1% in Q1 2026, selling an estimated $17K and leaving 8,771 shares worth $516K. The position accounts for 0.27% of the portfolio, ranked #73.

Waypoint Wealth Counsel first reported a position in FCX in Q3 2023 and has held it in 5 quarters since. The position peaked at $620K in Q4 2023. 1,849 funds tracked by Wall St. Rank hold FCX as of Q1 2026.

Waypoint Wealth Counsel held 8,771 shares of Freeport-McMoran worth $516K as of Q1 2026.
Waypoint Wealth Counsel sold 282 Freeport-McMoran shares in Q1 2026, an estimated $17K.
Freeport-McMoran made up 0.27% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #73 holding.
Waypoint Wealth Counsel first reported a position in Freeport-McMoran in Q3 2023 and has held it in 5 quarters since.
Waypoint Wealth Counsel's Freeport-McMoran position peaked at $620K in Q4 2023.
1,849 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.