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Wilkerson Advisory Group’s Freeport-McMoran FCX Stock Holding History

Wilkerson Advisory Group’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 		$197K Sell
3,135
-234
-7% -$15K 0.06% 100
2026
Q1 		$198K Buy
3,369
+3,172
+1,610% +$192K 0.07% 100
2025
Q4 		$10K Buy
+197
New +$8.54K ﹤0.01% 330

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

Wilkerson Advisory Group's FCX Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its Freeport-McMoran (FCX) stake by 6.9% in Q2 2026, selling an estimated $15K and leaving 3,135 shares worth $197K. The position accounts for 0.06% of the portfolio, ranked #100.

Wilkerson Advisory Group first reported a position in FCX in Q4 2025 and has held it in 3 quarters since. The position peaked at $198K in Q1 2026. 1,888 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Wilkerson Advisory Group held 3,135 shares of Freeport-McMoran worth $197K as of Q2 2026.
  • Wilkerson Advisory Group sold 234 Freeport-McMoran shares in Q2 2026, an estimated $15K.
  • Freeport-McMoran made up 0.06% of Wilkerson Advisory Group's portfolio in Q2 2026, its #100 holding.
  • Wilkerson Advisory Group first reported a position in Freeport-McMoran in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Freeport-McMoran position peaked at $198K in Q1 2026.
  • 1,888 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.