Allen Wealth Management’s Newmont NEM Stock Holding History

Allen Wealth Management’s Portfolio NEM Stock Details NEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$312K	Hold	3,338	–	–	0.15%	48
2026 Q1	$361K	Hold	3,338	–	–	0.18%	50
2025 Q4	$333K	Sell	3,338 -267	-7%	-$24.1K	0.2%	49
2025 Q3	$304K	Sell	3,605 -700	-16%	-$48.8K	0.21%	51
2025 Q2	$251K	Sell	4,305 -180	-4%	-$9.61K	0.18%	54
2025 Q1	$217K	Buy	+4,485	New	+$197K	0.15%	59
2024 Q4	–	Sell	-4,540	Closed	-$243K	–	60
2024 Q3	$243K	Buy	+4,540	New	+$226K	0.17%	56

Other funds holding NEM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Allen Wealth Management's NEM Position: Q2 2026 in Review

Allen Wealth Management held its Newmont (NEM) position steady in Q2 2026 at 3,338 shares worth $312K. The position accounts for 0.15% of the portfolio, ranked #48.

Allen Wealth Management first reported a position in NEM in Q3 2024 and has held it in 7 quarters since. The position peaked at $361K in Q1 2026. 683 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

Allen Wealth Management held 3,338 shares of Newmont worth $312K as of Q2 2026.
Allen Wealth Management left its Newmont share count unchanged in Q2 2026.
Newmont made up 0.15% of Allen Wealth Management's portfolio in Q2 2026, its #48 holding.
Allen Wealth Management first reported a position in Newmont in Q3 2024 and has held it in 7 quarters since.
Allen Wealth Management's Newmont position peaked at $361K in Q1 2026.
683 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Allen Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.