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Lyell Wealth Management, LP

SEC CIK
0001686444
Latest filing
Aug 5, 2026

FCX holding history

Freeport-McMoran Inc in every 13F filed by Lyell Wealth Management, LP, 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)
164,798
Value
$10.4M
% of portfolio
0.6%
Quarters held
14
Since Q1 2023
Holdings of FCX by Lyell Wealth Management, LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026164,798$10.4M0.6%+43,636+36.0%AddedHolders
Q1 2026121,162$7.12M0.5%−3,003−2.4%ReducedHolders
Q4 2025124,165$6.31M0.5%−16,153−11.5%ReducedHolders
Q3 2025140,318$5.50M0.4%+953+0.7%AddedHolders
Q2 2025139,365$6.04M0.5%−1,873−1.3%ReducedHolders
Q1 2025141,238$5.35M0.5%−630.0%ReducedHolders
Q4 2024141,301$5.38M0.5%−8,739−5.8%ReducedHolders
Q3 2024150,040$7.49M0.7%+530+0.4%AddedHolders
Q2 2024149,510$7.27M0.7%+14,102+10.4%AddedHolders
Q1 2024135,408$6.37M0.6%+11,690+9.4%AddedHolders
Q4 2023123,718$5.27M0.6%+5,309+4.5%AddedHolders
Q3 2023118,409$4.42M0.6%+6,270+5.6%AddedHolders
Q2 2023112,139$4.49M0.6%+24,961+28.6%AddedHolders
Q1 202387,178$3.57M0.5%+87,178NewHolders