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Annex Advisory Services, LLC

SEC CIK
0001542287
Latest filing
Jul 10, 2026

FCX holding history

Freeport-McMoran Inc in every 13F filed by Annex Advisory Services, 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)
756,244
Value
$47.6M
% of portfolio
0.8%
Quarters held
22
Since Q1 2021
Holdings of FCX by Annex Advisory Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026756,244$47.6M0.8%−36,406−4.6%ReducedHolders
Q1 2026792,650$46.6M0.9%−165,132−17.2%ReducedHolders
Q4 2025957,782$48.6M0.9%−3,430−0.4%ReducedHolders
Q3 2025961,212$37.7M0.8%+44,313+4.8%AddedHolders
Q2 2025916,899$39.7M1.0%+196,035+27.2%AddedHolders
Q1 2025720,864$27.3M0.8%+1280.0%AddedHolders
Q4 2024720,736$27.4M0.8%+97,705+15.7%AddedHolders
Q3 2024623,031$31.1M1.0%+20,473+3.4%AddedHolders
Q2 2024602,558$29.3M1.0%+39,069+6.9%AddedHolders
Q1 2024563,489$26.5M0.9%+78,375+16.2%AddedHolders
Q4 2023485,114$20.7M0.9%+4,952+1.0%AddedHolders
Q3 2023480,162$17.9M1.1%+62,456+15.0%AddedHolders
Q2 2023417,706$16.7M0.9%+73,196+21.2%AddedHolders
Q1 2023344,510$14.1M0.8%−125,057−26.6%ReducedHolders
Q4 2022469,567$17.8M1.0%+28,229+6.4%AddedHolders
Q3 2022441,338$12.1M0.8%+169,282+62.2%AddedHolders
Q2 2022272,056$7.96M0.6%+118,510+77.2%AddedHolders
Q1 2022153,546$7.64M0.6%+18,901+14.0%AddedHolders
Q4 2021134,645$5.62M0.4%−19,776−12.8%ReducedHolders
Q3 2021154,421$5.03M0.4%+20,937+15.7%AddedHolders
Q2 2021133,484$4.96M0.4%+7,058+5.6%AddedHolders
Q1 2021126,426$4.16M0.4%––Holders

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