Buffington Mohr McNeal FCX FREEPORT-MCMORAN INC CL B

Ownership history in Buffington Mohr McNeal  ·  13 quarters on record

AI Ownership Summary

Buffington Mohr McNeal reported FREEPORT-MCMORAN INC CL B (FCX) in 13 quarterly 13F filings from 2023 Q4 through 2024 Q4. Peak portfolio weight reached 1.0% in 2024 Q2. The latest visible filing shows FCX at 0.73% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FCX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Buffington Mohr McNeal's position in FREEPORT-MCMORAN INC CL B, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q4

FCX was reported at 0.73% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.0% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Buffington Mohr McNeal held FCX — position size vs. price
% of Fund (quarterly)    FCX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 REDUCED 115,652 -4,979 -4.1% 0.73% $4.4M 2025-01-22 $38.47
2024 Q3 ADDED 120,631 +3,520 +3.0% 0.99% $6.0M 2024-10-16 $47.03
2024 Q2 ADDED 117,111 +3,393 +3.0% 1.00% $5.7M 2024-07-11 $50.20
2024 Q1 ADDED 113,718 +4,913 +4.5% 0.97% $5.3M 2024-04-18 $48.88
2023 Q4 REDUCED 19.6% +11.6% 108,805 -26,593 -19.6% 0.93% $4.6M 2024-01-30 $38.84
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Buffington Mohr McNeal and FCX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Buffington Mohr McNeal reported owning FCX?

Buffington Mohr McNeal reported FCX across 5 quarterly 13F filings, from 2023 Q4 through 2024 Q4.

What was the largest reported FCX position in Buffington Mohr McNeal's portfolio?

The largest reported portfolio weight for FCX was 1.00% in 2024 Q2.

What is the latest reported FCX position on this page?

The most recent filing on this page is 2024 Q4, when Buffington Mohr McNeal reported 115,652 shares, equal to 0.73% of portfolio, with an estimated market value of $4.4M.

What does the chart on this FCX ownership page compare?

The chart compares Buffington Mohr McNeal's quarterly FCX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Buffington Mohr McNeal time their FCX position?

Based on 13F filing dates vs. subsequent FCX price moves, Buffington Mohr McNeal correctly timed 6 out of 12 reported position changes (50%). The annualised alpha on FCX relative to SPY over the holding period was -9.2%.

← Back to Buffington Mohr McNeal Holdings