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Livermore
Livermore
ZHEN

EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

FCX holding history

Freeport-McMoran Inc in every 13F filed by EP Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FCX overviewAll 13F holders of FCXFull Q2 2026 holdings

Shares (Q2 2026)
23,490
Value
$1.48M
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of FCX by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202623,490$1.48M<0.1%+2,095+9.8%AddedHolders
Q1 202621,395$1.26M<0.1%+4,847+29.3%AddedHolders
Q4 202516,548$840.5K<0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 202515,779$684.0K<0.1%+3,547+29.0%AddedHolders
Q1 202512,232$463.1K<0.1%−4,215−25.6%ReducedHolders
Q4 202416,447$626.3K<0.1%−416−2.5%ReducedHolders
Q3 202416,863$841.8K<0.1%+3,515+26.3%AddedHolders
Q2 202413,348$648.7K<0.1%+1,282+10.6%AddedHolders
Q1 202412,066$567.3K<0.1%+133+1.1%AddedHolders
Q4 202311,933$508.0K<0.1%−6,184−34.1%ReducedHolders
Q3 202318,117$675.6K<0.1%+6,213+52.2%AddedHolders
Q2 202311,904$694.3K<0.1%+11,904NewHolders
Q1 20230$00.0%−11,871−100.0%Sold outHolders
Q4 202211,871$451.1K<0.1%+11,871NewHolders
Q3 20220$00.0%−14,462−100.0%Sold outHolders
Q2 202214,462$423.0K<0.1%+7,032+94.6%AddedHolders
Q1 20227,430$370.0K<0.1%+1,660+28.8%AddedHolders
Q4 20215,770$241.0K<0.1%−592−9.3%ReducedHolders
Q3 20216,362$207.0K<0.1%+10+0.2%AddedHolders
Q2 20216,352$236.0K<0.1%−1,311−17.1%ReducedHolders
Q1 20217,663$252.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.