Massachusetts Wealth Management FCX — FREEPORT-MCMORAN INC

Ownership history in Massachusetts Wealth Management  ·  14 quarters on record

AI Ownership Summary

Massachusetts Wealth Management reported FREEPORT-MCMORAN INC (FCX) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.35% in 2026 Q1. The latest visible filing shows FCX at 1.35% 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 Massachusetts Wealth Management'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 Q1

FCX was reported at 1.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.35% in 2026 Q1

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 2026 Q1

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.

FCX stock page Massachusetts Wealth Management fund profile Massachusetts Wealth Management full holdings
How Massachusetts Wealth Management 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 53,175 +47,125 +778.9% 1.35% $3.1M 2026-04-15 $68.70
2025 Q4 REDUCED 11.3% +16.0% ❌ 6,050 -767 -11.3% 0.14% $307K 2026-01-26 $61.04
2025 Q3 REDUCED 8.7% +31.7% ❌ 6,817 -650 -8.7% 0.13% $267K 2025-10-21 $41.12
2025 Q2 REDUCED — — — 7,467 -200 -2.6% 0.18% $324K 2025-07-23 $44.47
2025 Q1 REDUCED 13.3% +15.0% ❌ 7,667 -1,175 -13.3% 0.20% $290K 2025-04-17 $32.52
2024 Q4 REDUCED — — — 8,842 -400 -4.3% 0.21% $337K 2025-01-27 $36.09
2024 Q3 REDUCED 34.6% -23.3% ✅ 9,242 -4,900 -34.6% 0.29% $461K 2024-10-23 $46.98
2024 Q2 REDUCED — — — 14,142 -100 -0.7% 0.46% $687K 2024-08-01 $42.64
2024 Q1 REDUCED — — — 14,242 -700 -4.7% 0.47% $670K 2024-04-19 $48.35
2023 Q4 REDUCED 7.6% +11.6% ❌ 14,942 -1,233 -7.6% 0.51% $636K 2024-01-25 $38.32
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FCX

As of 2026 Q1 — sorted by position size

Powszechne Towarzystwo Emerytalne Allianz Polska S.A. 20.23% PKO BP BANKOWY Universal Pension Society JSC 14.5% General Pension Society PZU Joint Stock Co 10.8% Generali Powszechne Towarzystwo Emerytalne 9.27% Westend Capital Management, LLC 3Y 7Y 5.4% Advanced Asset Management Advisors Inc 3Y 7Y 4.06% ARS Investment Partners, LLC 3Y 7Y 3.28% Glass Wealth Management Co LLC 3.27% VILLERE ST DENIS J & CO LLC 3Y 7Y 3.08% TSP Capital Management Group, LLC 3Y 7Y 3.07%

FAQ About Massachusetts Wealth Management and FCX

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

How long has Massachusetts Wealth Management reported owning FCX?

Massachusetts Wealth Management reported FCX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FCX position in Massachusetts Wealth Management's portfolio?

The largest reported portfolio weight for FCX was 1.35% in 2026 Q1.

What is the latest reported FCX position on this page?

The most recent filing on this page is 2026 Q1, when Massachusetts Wealth Management reported 53,175 shares, equal to 1.35% of portfolio, with an estimated market value of $3.1M.

What does the chart on this FCX ownership page compare?

The chart compares Massachusetts Wealth Management'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 Massachusetts Wealth Management time their FCX position?

Based on 13F filing dates vs. subsequent FCX price moves, Massachusetts Wealth Management correctly timed 5 out of 13 reported position changes (38%). The annualised alpha on FCX relative to SPY over the holding period was -1.3%.

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