Aptus Capital Advisors
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Aptus Capital Advisors’s Newmont NEM Stock Holding History

Aptus Capital 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
Q3 		$10.9M Sell
94,656
-3,101
-3% -$347K 0.07% 221
2026
Q2 		$9.13M Buy
97,757
+3,189
+3% +$347K 0.06% 247
2026
Q1 		$10.2M Sell
94,568
-71,262
-43% -$8.21M 0.08% 208
2025
Q4 		$16.6M Buy
165,830
+5,513
+3% +$498K 0.12% 147
2025
Q3 		$13.5M Buy
160,317
+2,947
+2% +$206K 0.1% 171
2025
Q2 		$9.17M Buy
157,370
+7,485
+5% +$400K 0.07% 204
2025
Q1 		$7.24M Buy
149,885
+137,293
+1,090% +$6.03M 0.07% 223
2024
Q4 		$469K Buy
+12,592
New +$574K ﹤0.01% 647
2023
Q4 		– Sell
-6,113
Closed -$226K – 958
2023
Q3 		$226K Buy
+6,113
New +$249K 0.01% 534
2022
Q1 		– Sell
-45,126
Closed -$2.8M – 716
2021
Q4 		$2.8M Sell
45,126
-51,369
-53% -$2.91M 0.08% 155
2021
Q3 		$5.24M Buy
96,495
+32,769
+51% +$1.93M 0.14% 79
2021
Q2 		$4.04M Buy
63,726
+7,311
+13% +$490K 0.12% 92
2021
Q1 		$3.4M Buy
56,415
+27,276
+94% +$1.63M 0.12% 93
2020
Q4 		$1.74M Buy
+29,139
New +$1.8M 0.08% 125

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

Aptus Capital Advisors's NEM Position: Q3 2026 in Review

Aptus Capital Advisors reduced its Newmont (NEM) stake by 3.2% in Q3 2026, selling an estimated $347K and leaving 94,656 shares worth $10.9M. The position accounts for 0.07% of the portfolio, ranked #221.

Aptus Capital Advisors first reported a position in NEM in Q4 2020 and has held it in 14 quarters since. The position peaked at $16.6M in Q4 2025. 1,594 funds tracked by Wall St. Rank hold NEM as of Q3 2026.

  • Aptus Capital Advisors held 94,656 shares of Newmont worth $10.9M as of Q3 2026.
  • Aptus Capital Advisors sold 3,101 Newmont shares in Q3 2026, an estimated $347K.
  • Newmont made up 0.07% of Aptus Capital Advisors's portfolio in Q3 2026, its #221 holding.
  • Aptus Capital Advisors first reported a position in Newmont in Q4 2020 and has held it in 14 quarters since.
  • Aptus Capital Advisors's Newmont position peaked at $16.6M in Q4 2025.
  • 1,594 funds tracked by Wall St. Rank held Newmont as of Q3 2026.

Based on Aptus Capital Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.