Allen Wealth Management
NEM icon

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
Q3 		$234K Sell
2,032
-1,306
-39% -$146K 0.11% 51
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% -$9.6K 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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Allen Wealth Management's NEM Position: Q3 2026 in Review

Allen Wealth Management reduced its Newmont (NEM) stake by 39% in Q3 2026, selling an estimated $146K and leaving 2,032 shares worth $234K. The position accounts for 0.11% of the portfolio, ranked #51.

Allen Wealth Management first reported a position in NEM in Q3 2024 and has held it in 8 quarters since. The position peaked at $361K in Q1 2026. 1,594 funds tracked by Wall St. Rank hold NEM as of Q3 2026.

  • Allen Wealth Management held 2,032 shares of Newmont worth $234K as of Q3 2026.
  • Allen Wealth Management sold 1,306 Newmont shares in Q3 2026, an estimated $146K.
  • Newmont made up 0.11% of Allen Wealth Management's portfolio in Q3 2026, its #51 holding.
  • Allen Wealth Management first reported a position in Newmont in Q3 2024 and has held it in 8 quarters since.
  • Allen Wealth Management's Newmont position peaked at $361K in Q1 2026.
  • 1,594 funds tracked by Wall St. Rank held Newmont as of Q3 2026.

Based on Allen Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.