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LYELL WEALTH MANAGEMENT, LP: FCX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LYELL WEALTH MANAGEMENT, LP on FCX, newest first. How the timeline and the estimate are built.

LYELL WEALTH MANAGEMENT, LP held 164,798 FCX shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 164,798 shares
    Change vs previous 13F +43,636 shares

    0.64% of the 13F portfolio, value $10,364,120.

    13F-HR 0001104659-26-090824 filed by LYELL WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 121,162 shares
    Change vs previous 13F -3,003 shares

    0.52% of the 13F portfolio, value $7,121,898.

    13F-HR 0001104659-26-056835 filed by LYELL WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 124,165 shares
    Change vs previous 13F -16,153 shares

    0.46% of the 13F portfolio, value $6,306,356.

    13F-HR 0001104659-26-013572 filed by LYELL WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 140,318 shares
    Change vs previous 13F +953 shares

    0.41% of the 13F portfolio, value $5,503,255.

    13F-HR 0001104659-25-107812 filed by LYELL WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 139,365 shares
    Change vs previous 13F -1,873 shares

    0.48% of the 13F portfolio, value $6,041,465.

    13F-HR 0001104659-25-071730 filed by LYELL WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 141,238 shares
    Change vs previous 13F -63 shares

    0.5% of the 13F portfolio, value $5,347,271.

    13F-HR 0001104659-25-046030 filed by LYELL WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 141,301 shares
    Change vs previous 13F -8,739 shares

    0.48% of the 13F portfolio, value $5,380,742.

    13F-HR 0001104659-25-008208 filed by LYELL WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 150,040 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $7,489,997.

    13F-HR 0001104659-24-110780 filed by LYELL WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).