Worth Financial Advisory Group’s Freeport-McMoran FCX Stock Holding History

Worth Financial 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	$375K	Buy	+5,969	New	+$384K	0.16%	136
2026 Q1	–	Sell	-5,718	Closed	-$290K	–	79
2025 Q4	$290K	Sell	5,718 -10,715	-65%	-$464K	0.14%	148
2025 Q3	$645K	Sell	16,433 -1,035	-6%	-$44.9K	0.36%	68
2025 Q2	$757K	Sell	17,468 -644	-4%	-$24.5K	0.46%	49
2025 Q1	$686K	Sell	18,112 -9,708	-35%	-$371K	0.44%	59
2024 Q4	$1.06M	Buy	27,820 +450	+2%	+$20.1K	0.65%	35
2024 Q3	$1.37M	Buy	27,370 +374	+1%	+$16.9K	0.8%	28
2024 Q2	$1.31M	Buy	26,996 +4,124	+18%	+$208K	0.86%	25
2024 Q1	$1.08M	Buy	22,872 +5,426	+31%	+$219K	0.75%	34
2023 Q4	$743K	Buy	17,446 +1,388	+9%	+$51.3K	0.59%	41
2023 Q3	$599K	Buy	16,058 +1,243	+8%	+$50.1K	0.54%	50
2023 Q2	$593K	Buy	14,815 +451	+3%	+$17.2K	0.55%	50
2023 Q1	$588K	Buy	14,364 +4,271	+42%	+$178K	0.56%	52
2022 Q4	$384K	Buy	+10,093	New	+$353K	0.45%	63

Other funds holding FCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Worth Financial Advisory Group's FCX Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in Freeport-McMoran (FCX) in Q2 2026: 5,969 shares worth $375K. The stake represents 0.16% of the portfolio and ranks #136 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in FCX as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in FCX in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.37M in Q3 2024. 1,886 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

Worth Financial Advisory Group held 5,969 shares of Freeport-McMoran worth $375K as of Q2 2026.
Freeport-McMoran was a new Worth Financial Advisory Group position in Q2 2026.
Freeport-McMoran made up 0.16% of Worth Financial Advisory Group's portfolio in Q2 2026, its #136 holding.
Worth Financial Advisory Group first reported a position in Freeport-McMoran in Q4 2022 and has held it in 14 quarters since.
Worth Financial Advisory Group's Freeport-McMoran position peaked at $1.37M in Q3 2024.
1,886 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.