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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Whalen Wealth Management's FCX Position: Q1 2026 in Review

Whalen Wealth Management reduced its Freeport-McMoran (FCX) stake by 38% in Q1 2026, selling an estimated $308K and leaving 8,187 shares worth $481K. The position accounts for 0.26% of the portfolio, ranked #99.

Whalen Wealth Management first reported a position in FCX in Q3 2025 and has held it in 3 quarters since. The position peaked at $675K in Q4 2025. 1,852 funds tracked by Wall St. Rank hold FCX as of Q1 2026.

  • Whalen Wealth Management held 8,187 shares of Freeport-McMoran worth $481K as of Q1 2026.
  • Whalen Wealth Management sold 5,097 Freeport-McMoran shares in Q1 2026, an estimated $308K.
  • Freeport-McMoran made up 0.26% of Whalen Wealth Management's portfolio in Q1 2026, its #99 holding.
  • Whalen Wealth Management first reported a position in Freeport-McMoran in Q3 2025 and has held it in 3 quarters since.
  • Whalen Wealth Management's Freeport-McMoran position peaked at $675K in Q4 2025.
  • 1,852 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.