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Bard Financial Services’s Newmont NEM Stock Holding History

Bard Financial Services’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
2025
Q3 		$10.2M Buy
121,430
+5,300
+5% +$370K 1.12% 25
2025
Q2 		$6.77M Buy
116,130
+6,275
+6% +$335K 0.81% 35
2025
Q1 		$5.3M Buy
109,855
+23,675
+27% +$1.04M 0.65% 46
2024
Q4 		$3.21M Buy
86,180
+17,480
+25% +$797K 0.38% 63
2024
Q3 		$3.67M Sell
68,700
-4,725
-6% -$235K 0.43% 56
2024
Q2 		$3.07M Buy
73,425
+7,525
+11% +$308K 0.32% 66
2024
Q1 		$2.36M Buy
65,900
+6,125
+10% +$211K 0.25% 83
2023
Q4 		$2.47M Buy
59,775
+3,000
+5% +$116K 0.28% 78
2023
Q3 		$2.1M Sell
56,775
-50
-0.1% -$2.03K 0.26% 80
2023
Q2 		$2.42M Buy
56,825
+4,125
+8% +$187K 0.18% 109
2023
Q1 		$2.58M Buy
52,700
+3,100
+6% +$150K 0.21% 98
2022
Q4 		$2.34M Sell
49,600
-375
-0.8% -$16.7K 0.2% 103
2022
Q3 		$2.1M Sell
49,975
-2,225
-4% -$104K 0.2% 107
2022
Q2 		$3.12M Buy
52,200
+250
+0.5% +$17.7K 0.28% 84
2022
Q1 		$4.13M Buy
51,950
+2,375
+5% +$161K 0.34% 76
2021
Q4 		$3.08M Buy
49,575
+425
+0.9% +$24.1K 0.25% 92
2021
Q3 		$2.67M Buy
49,150
+875
+2% +$51.6K 0.24% 95
2021
Q2 		$3.06M Buy
48,275
+3,625
+8% +$243K 0.27% 91
2021
Q1 		$2.69M Buy
44,650
+18,625
+72% +$1.11M 0.26% 92
2020
Q4 		$1.56M Buy
+26,025
New +$1.6M 0.16% 113

Other funds holding NEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bard Financial Services's NEM Position: Q3 2025 in Review

Bard Financial Services increased its Newmont (NEM) stake by 4.6% in Q3 2025, buying an estimated $370K and bringing the position to 121,430 shares worth $10.2M. The position accounts for 1.12% of the portfolio, ranked #25.

Bard Financial Services first reported a position in NEM in Q4 2020 and has held it in 20 quarters since. 1,533 funds tracked by Wall St. Rank hold NEM as of Q3 2025.

  • Bard Financial Services held 121,430 shares of Newmont worth $10.2M as of Q3 2025.
  • Bard Financial Services bought 5,300 Newmont shares in Q3 2025, an estimated $370K.
  • Newmont made up 1.12% of Bard Financial Services's portfolio in Q3 2025, its #25 holding.
  • Bard Financial Services first reported a position in Newmont in Q4 2020 and has held it in 20 quarters since.
  • 1,533 funds tracked by Wall St. Rank held Newmont as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.