William B. Walkup & Associates, Inc. FCX — FREEPORT-MCMORAN INC

Ownership history in William B. Walkup & Associates, Inc.  ·  9 quarters on record

AI Ownership Summary

William B. Walkup & Associates, Inc. reported FREEPORT-MCMORAN INC (FCX) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.55% in 2024 Q2. The latest visible filing shows FCX at 0.55% 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 William B. Walkup & Associates, Inc.'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 Q2

FCX was reported at 0.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.55% 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
2024 Q2 to 2026 Q2

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 William B. Walkup & Associates, Inc. fund profile William B. Walkup & Associates, Inc. full holdings
How William B. Walkup & Associates, Inc. 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 18,030 -288 -1.6% 0.55% $1.1M 2026-07-30 $63.44
2026 Q1 ADDED — — — 18,318 +18 +0.1% 0.41% $694K 2026-04-20 $70.01
2025 Q4 UNCHANGED — — — 18,300 — 0% 0.51% $929K 2026-02-17 $60.81
2025 Q3 REDUCED — — — 18,300 -18 -0.1% 0.38% $718K 2025-10-29 $41.89
2025 Q2 UNCHANGED — — — 18,318 — 0% 0.47% $794K 2025-08-12 $41.70
2025 Q1 ADDED — — — 18,318 +1,366 +8.1% 0.42% $694K 2025-05-13 $38.92
2024 Q4 REDUCED — — — 16,952 -334 -1.9% 0.41% $646K 2025-02-14 $38.75
2024 Q3 UNCHANGED — — — 17,286 — 0% 0.53% $863K 2024-11-15 $41.76
2024 Q2 INITIATED — — — 17,286 — — 0.55% $840K 2024-08-16 $42.35

🏢 Other funds also holding FCX

As of 2026 Q2 — sorted by position size

General Pension Society PZU Joint Stock Co 26.8% Powszechne Towarzystwo Emerytalne Allianz Polska S.A. 19.54% Crake Asset Management LLP 3Y 13.96% Drummond Knight Asset Management Pty Ltd 13.35% Albar Capital Partners LLP 11.22% PKO BP BANKOWY Universal Pension Society JSC 9.48% Oaktree Fund Advisors, LLC 3Y 8.96% Generali Powszechne Towarzystwo Emerytalne 8.89% Mercuria Capital Strategies, LLC 7.5% Regal Partners Ltd 3Y 7Y 6.02%

FAQ About William B. Walkup & Associates, Inc. and FCX

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

How long has William B. Walkup & Associates, Inc. reported owning FCX?

William B. Walkup & Associates, Inc. reported FCX across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported FCX position in William B. Walkup & Associates, Inc.'s portfolio?

The largest reported portfolio weight for FCX was 0.55% in 2024 Q2.

What is the latest reported FCX position on this page?

The most recent filing on this page is 2026 Q2, when William B. Walkup & Associates, Inc. reported 18,030 shares, equal to 0.55% of portfolio, with an estimated market value of $1.1M.

What does the chart on this FCX ownership page compare?

The chart compares William B. Walkup & Associates, Inc.'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 William B. Walkup & Associates, Inc. time their FCX position?

Based on 13F filing dates vs. subsequent FCX price moves, William B. Walkup & Associates, Inc. correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on FCX relative to SPY over the holding period was +4.7%.

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