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Whalen Wealth Management’s Freeport-McMoran FCX Stock Holding History

Whalen Wealth Management’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
Q3 		$526K Sell
7,513
-3,982
-35% -$271K 0.22% 110
2026
Q2 		$723K Buy
11,495
+3,308
+40% +$213K 0.33% 84
2026
Q1 		$481K Sell
8,187
-5,097
-38% -$308K 0.26% 99
2025
Q4 		$675K Buy
13,284
+6,481
+95% +$281K 0.36% 74
2025
Q3 		$267K Buy
+6,803
New +$295K 0.16% 150

Other funds holding FCX

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
PBBUPS
PKO BP Bankowy Universal Pension Society Warsaw, Poland $340M AUM 228.33% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return

Whalen Wealth Management's FCX Position: Q3 2026 in Review

Whalen Wealth Management reduced its Freeport-McMoran (FCX) stake by 35% in Q3 2026, selling an estimated $271K and leaving 7,513 shares worth $526K. The position accounts for 0.22% of the portfolio, ranked #110.

Whalen Wealth Management first reported a position in FCX in Q3 2025 and has held it in 5 quarters since. The position peaked at $723K in Q2 2026. 90 funds tracked by Wall St. Rank hold FCX as of Q3 2026.

  • Whalen Wealth Management held 7,513 shares of Freeport-McMoran worth $526K as of Q3 2026.
  • Whalen Wealth Management sold 3,982 Freeport-McMoran shares in Q3 2026, an estimated $271K.
  • Freeport-McMoran made up 0.22% of Whalen Wealth Management's portfolio in Q3 2026, its #110 holding.
  • Whalen Wealth Management first reported a position in Freeport-McMoran in Q3 2025 and has held it in 5 quarters since.
  • Whalen Wealth Management's Freeport-McMoran position peaked at $723K in Q2 2026.
  • 90 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.