Axxcess Wealth Management’s Newmont NEM Stock Holding History

Axxcess 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 Q1	$2.5M	Buy	23,105 +1,696	+8%	+$196K	0.08%	175
2025 Q4	$2.14M	Buy	21,409 +6,719	+46%	+$607K	0.04%	366
2025 Q3	$1.24M	Buy	14,690 +7,038	+92%	+$491K	0.03%	405
2025 Q2	$446K	Sell	7,652 -197	-3%	-$10.5K	0.01%	620
2025 Q1	$379K	Sell	7,849 -13,698	-64%	-$601K	0.01%	608
2024 Q4	$802K	Sell	21,547 -3,602	-14%	-$164K	0.02%	447
2024 Q3	$1.34M	Buy	25,149 +3,441	+16%	+$171K	0.03%	334
2024 Q2	$909K	Sell	21,708 -2,023	-9%	-$82.7K	0.02%	393
2024 Q1	$851K	Sell	23,731 -24,283	-51%	-$837K	0.02%	408
2023 Q4	$1.99M	Buy	48,014 +32,429	+208%	+$1.25M	0.06%	249
2023 Q3	$576K	Buy	+15,585	New	+$634K	0.02%	439
2022 Q2	–	Sell	-6,811	Closed	-$541K	–	615
2022 Q1	$541K	Buy	+6,811	New	+$461K	0.04%	340

Other funds holding NEM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VanEck Associates

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

Geode Capital Management

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

Fidelity Investments

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

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