Freeport-McMoRan Inc.
MX ˙ BMV ˙ US35671D8570
SecurityMX:FCX / Freeport-McMoRan Inc.
InstitutionSowell Financial Services LLC
Latest Disclosed Ownership29,841 shares
Latest Disclosed Value $ 1,754,067
Sowell Financial Services LLC reports 13.01% increase in ownership of FCX / Freeport-McMoRan Inc.

On April 20, 2026 - Sowell Financial Services LLC filed a 13F-HR form disclosing ownership of 29,841 shares of Freeport-McMoRan Inc. (MX:FCX) valued at $1,754,067 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 26,406 shares of Freeport-McMoRan Inc.. This represents a change in shares of 13.01% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-20 2026-03-31 13F FREEPORT MCMORAN CL B 35671D857 29,841 3,435 13.01 1,754 30.80 0.0649
2026-01-21 2025-12-31 13F FREEPORT-MCMORAN CL B 35671D857 26,406 1,291 5.14 1,341 36.14 0.0493
2025-10-17 2025-09-30 13F FREEPORT-MCMORAN CL B 35671D857 25,115 9,615 62.03 985 46.80 0.0378
2025-07-14 2025-06-30 13F FREEPORT-MCMORAN CL B 35671D857 15,500 -274 -1.74 672 12.40 0.0274
2025-04-17 2025-03-31 13F FREEPORT-MCMORAN CL B 35671D857 15,774 -9,978 -38.75 597 -39.08 0.0272
2025-02-07 2024-12-31 13F FREEPORT-MCMORAN CL B 35671D857 25,752 8,628 50.39 981 14.62 0.0516
2024-10-04 2024-09-30 13F FREEPORT-MCMORAN CL B 35671D857 17,124 -1,457 -7.84 855 -5.32 0.0397
2024-08-13 2024-06-30 13F FREEPORT-MCMORAN CL B 35671D857 18,581 -144 -0.77 903 2.61 0.0431
2024-05-03 2024-03-31 13F FREEPORT-MCMORAN CL B 35671D857 18,725 4,285 29.67 880 43.09 0.0415
2024-01-24 2023-12-31 13F FREEPORT-MCMORAN CL B 35671D857 14,440 2,516 21.10 615 38.20 0.0333
2023-11-08 2023-09-30 13F FREEPORT-MCMORAN CL B 35671D857 11,924 -10,414 -46.62 445 -50.17 0.0279
2023-08-14 2023-06-30 13F FREEPORT-MCMORAN CL B 35671D857 22,338 15,329 218.70 893 0.0498
2023-05-12 2023-03-31 13F FREEPORT-MCMORAN STOCK 35671D857 7,009 7,009 0 0.0221
2022-08-15 2022-06-30 13F FREEPORT-MCMORAN Stock 35671D857 0 -18,266 -100.00 0 -100.00
2022-05-13 2022-03-31 13F FREEPORT-MCMORAN Stock 35671D857 18,266 762 4.35 784 7.40 0.1370
2022-02-09 2021-12-31 13F FREEPORT-MCMORAN INC CL B Stock 35671D857 17,504 3,205 22.41 730 56.99 0.0419
2021-11-04 2021-09-30 13F FREEPORT-MCMORAN INC CL B Stock 35671D857 14,299 -1,361 -8.69 465 -19.97 0.0314
2021-08-05 2021-06-30 13F FREEPORT-MCMORAN INC CL B Stock 35671D857 15,660 -11,510 -42.36 581 -49.17 0.0385
2021-05-07 2021-03-31 13F FREEPORT-MCMORAN INC CL B Stock 35671D857 27,170 3,800 16.26 1,143 87.99 0.0398
2021-01-13 2020-12-31 13F FREEPORT-MCMORAN INC CL B COM 35671D857 23,370 909 4.05 608 73.22 0.0260
2020-11-12 2020-09-30 13F FREEPORT-MCMORAN INC CL B COM 35671D857 22,461 10,290 84.55 351 148.94 0.0175
2020-08-13 2020-06-30 13F FREEPORT-MCMORAN INC CL B Stock 35671D857 12,171 -805 -6.20 141 60.23 0.0077
2020-05-12 2020-03-31 13F FREEPORT-MCMORAN INC CL B Stock 35671D857 12,976 -1,056 -7.53 88 -52.17 0.0065
2020-02-07 2019-12-31 13F FREEPORT-MCMORAN INC CL B Stock 35671D857 14,032 -247 -1.73 184 34.31 0.0140
2019-11-14 2019-09-30 13F FREEPORT-MCMORAN INC CL B COM 35671D857 14,279 14,279 137 0.0113
2018-05-10 2018-03-31 13F FREEPORT-MCMORAN CL B 35671D857 0 -10,097 -100.00 0 -100.00
2018-01-29 2017-12-31 13F FREEPORT-MCMORAN CL B 35671D857 10,097 10,097 196 0.0479
2017-05-31 2017-03-31 13F Freeport Mcmoran Copper & Gold CL B 35671D857 0 -3,250 -100.00 0 -100.00
2017-02-27 2016-12-31 13F Freeport Mcmoran Copper & Gold CL B 35671D857 3,250 3,250 50 0.0167
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.