Westover Capital Advisors’s Freeport-McMoran FCX Stock Holding History

Westover Capital 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	$529K	Hold	9,000	–	–	0.1%	139
2025 Q4	$457K	Hold	9,000	–	–	0.08%	163
2025 Q3	$353K	Hold	9,000	–	–	0.07%	173
2025 Q2	$390K	Hold	9,000	–	–	0.08%	167
2025 Q1	$341K	Hold	9,000	–	–	0.08%	179
2024 Q4	$343K	Hold	9,000	–	–	0.08%	176
2024 Q3	$449K	Hold	9,000	–	–	0.09%	160
2024 Q2	$437K	Buy	+9,000	New	+$454K	0.11%	144
2021 Q4	–	Sell	-11,949	Closed	-$389K	–	182
2021 Q3	$389K	Buy	11,949 +3,105	+35%	+$109K	0.12%	115
2021 Q2	$328K	Buy	+8,844	New	+$345K	0.11%	133
2017 Q2	–	Sell	-54,644	Closed	-$730K	–	112
2017 Q1	$730K	Sell	54,644 -46,826	-46%	-$673K	0.49%	58
2016 Q4	$1.34M	Buy	+101,470	New	+$1.3M	0.96%	38

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

Westover Capital Advisors's FCX Position: Q1 2026 in Review

Westover Capital Advisors held its Freeport-McMoran (FCX) position steady in Q1 2026 at 9,000 shares worth $529K. The position accounts for 0.1% of the portfolio, ranked #139.

Westover Capital Advisors first reported a position in FCX in Q4 2016 and has held it in 12 quarters since. The position peaked at $1.34M in Q4 2016. 1,849 funds tracked by Wall St. Rank hold FCX as of Q1 2026.

Westover Capital Advisors held 9,000 shares of Freeport-McMoran worth $529K as of Q1 2026.
Westover Capital Advisors left its Freeport-McMoran share count unchanged in Q1 2026.
Freeport-McMoran made up 0.1% of Westover Capital Advisors's portfolio in Q1 2026, its #139 holding.
Westover Capital Advisors first reported a position in Freeport-McMoran in Q4 2016 and has held it in 12 quarters since.
Westover Capital Advisors's Freeport-McMoran position peaked at $1.34M in Q4 2016.
1,849 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2026.

Based on Westover Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.