Legacy Wealth Management, LLC / MS FCX — FREEPORT-MCMORAN INC

Ownership history in Legacy Wealth Management, LLC / MS  ·  3 quarters on record

AI Ownership Summary

Legacy Wealth Management, LLC / MS reported FREEPORT-MCMORAN INC (FCX) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 0.39% in 2026 Q3. The latest visible filing shows FCX at 0.39% 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.

What this FCX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Legacy Wealth Management, LLC / MS's position in FREEPORT-MCMORAN INC, 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
2026 Q3

FCX was reported at 0.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.39% in 2026 Q3

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

Time in book
Holding Window
2026 Q1 to 2026 Q3

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 Legacy Wealth Management, LLC / MS 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 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 18,748 +4,806 +34.5% 0.39% $1.3M 2026-10-30 $62.47
2026 Q2 ADDED — — — 13,942 +8,407 +151.9% 0.23% $877K 2026-07-08 $57.24
2026 Q1 INITIATED — — — 5,535 — — 0.09% $325K 2026-04-10 $67.34

FAQ About Legacy Wealth Management, LLC / MS and FCX

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

How long has Legacy Wealth Management, LLC / MS reported owning FCX?

Legacy Wealth Management, LLC / MS reported FCX across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported FCX position in Legacy Wealth Management, LLC / MS's portfolio?

The largest reported portfolio weight for FCX was 0.39% in 2026 Q3.

What is the latest reported FCX position on this page?

The most recent filing on this page is 2026 Q3, when Legacy Wealth Management, LLC / MS reported 18,748 shares, equal to 0.39% of portfolio, with an estimated market value of $1.3M.

What does the chart on this FCX ownership page compare?

The chart compares Legacy Wealth Management, LLC / MS'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.

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