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Whipplewood Advisors’s Freeport-McMoran FCX Stock Holding History

Whipplewood 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
Q2 		– Sell
-1,064
Closed -$62.5K – 801
2026
Q1 		$62.5K Buy
+1,064
New +$64.3K 0.03% 239
2025
Q3 		– Sell
-196
Closed -$8.5K – 610
2025
Q2 		$8.5K Sell
196
-102
-34% -$3.87K ﹤0.01% 593
2025
Q1 		$11.4K Buy
298
+152
+104% +$5.82K 0.01% 543
2024
Q4 		$5.56K Buy
+146
New +$6.53K ﹤0.01% 679

Other funds holding FCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Whipplewood Advisors's FCX Position: Q2 2026 in Review

Whipplewood Advisors sold out of Freeport-McMoran (FCX) in Q2 2026, closing a stake of 1,064 shares — an estimated $62.5K sold.

Whipplewood Advisors first reported a position in FCX in Q4 2024 and held it in 4 quarters. The position peaked at $62.5K in Q1 2026. 1,886 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Whipplewood Advisors reported no remaining Freeport-McMoran position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 1,064 Freeport-McMoran shares in Q2 2026, an estimated $62.5K.
  • Whipplewood Advisors first reported a position in Freeport-McMoran in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Freeport-McMoran position peaked at $62.5K in Q1 2026.
  • 1,886 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.