Apriem Advisors’s Newmont NEM Stock Holding History

Apriem Advisors’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 Q1	–	Sell	-12,000	Closed	-$1.2M	–	196
2025 Q4	$1.2M	Sell	12,000 -15	-0.1%	-$1.35K	0.11%	83
2025 Q3	$1.01M	Sell	12,015 -17	-0.1%	-$1.19K	0.1%	90
2025 Q2	$701K	Hold	12,032	–	–	0.07%	97
2025 Q1	$581K	Buy	12,032 +1,000	+9%	+$43.9K	0.07%	104
2024 Q4	$411K	Buy	+11,032	New	+$503K	0.05%	116
2018 Q3	–	Sell	-1,500	Closed	-$57K	–	291
2018 Q2	$57K	Buy	+1,500	New	+$59K	0.01%	237
2017 Q2	–	Sell	-1,500	Closed	-$49K	–	397
2017 Q1	$49K	Hold	1,500	–	–	0.01%	236
2016 Q4	$51K	Hold	1,500	–	–	0.02%	225
2016 Q3	$59K	Hold	1,500	–	–	0.02%	210
2016 Q2	$59K	Hold	1,500	–	–	0.02%	211
2016 Q1	$40K	Hold	1,500	–	–	0.02%	232
2015 Q4	$27K	Hold	1,500	–	–	0.01%	261
2015 Q3	$24K	Buy	1,500 +300	+25%	+$5.37K	0.01%	269
2015 Q2	$28K	Hold	1,200	–	–	0.01%	272
2015 Q1	$26K	Hold	1,200	–	–	0.01%	282
2014 Q4	$23K	Hold	1,200	–	–	0.01%	278
2014 Q3	$28K	Hold	1,200	–	–	0.01%	262
2014 Q2	$31K	Hold	1,200	–	–	0.01%	236
2014 Q1	$28K	Hold	1,200	–	–	0.01%	269
2013 Q4	$28K	Hold	1,200	–	–	0.01%	260
2013 Q3	$34K	Buy	1,200 +200	+20%	+$5.93K	0.01%	234
2013 Q2	$30K	Buy	+1,000	New	+$33.6K	0.01%	240

Other funds holding NEM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Apriem Advisors's NEM Position: Q1 2026 in Review

Apriem Advisors sold out of Newmont (NEM) in Q1 2026, closing a stake of 12,000 shares — an estimated $1.2M sold.

Apriem Advisors first reported a position in NEM in Q2 2013 and held it in 22 quarters. The position peaked at $1.2M in Q4 2025. 1,828 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

Apriem Advisors reported no remaining Newmont position as of Q1 2026 after selling out during the quarter.
Apriem Advisors sold 12,000 Newmont shares in Q1 2026, an estimated $1.2M.
Apriem Advisors first reported a position in Newmont in Q2 2013 and held it in 22 quarters.
Apriem Advisors's Newmont position peaked at $1.2M in Q4 2025.
1,828 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on Apriem Advisors's 13F filing for Q1 2026, filed 15 May 2026.