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 Q2	$1.85M	Sell	19,764 -3,341	-14%	-$364K	0.03%	403
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	–	614
2022 Q1	$541K	Buy	+6,811	New	+$461K	0.04%	340

Other funds holding NEM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Axxcess Wealth Management reduced its Newmont (NEM) stake by 14% in Q2 2026, selling an estimated $364K and leaving 19,764 shares worth $1.85M. The position accounts for 0.03% of the portfolio, ranked #403.

Axxcess Wealth Management first reported a position in NEM in Q1 2022 and has held it in 13 quarters since. The position peaked at $2.5M in Q1 2026. 1,783 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

Axxcess Wealth Management held 19,764 shares of Newmont worth $1.85M as of Q2 2026.
Axxcess Wealth Management sold 3,341 Newmont shares in Q2 2026, an estimated $364K.
Newmont made up 0.03% of Axxcess Wealth Management's portfolio in Q2 2026, its #403 holding.
Axxcess Wealth Management first reported a position in Newmont in Q1 2022 and has held it in 13 quarters since.
Axxcess Wealth Management's Newmont position peaked at $2.5M in Q1 2026.
1,783 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.