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Barry Investment Advisors’s Newmont NEM Stock Holding History

Barry Investment 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
-2,548
Closed -$254K – 108
2025
Q4 		$254K Sell
2,548
-104
-4% -$9.4K 0.06% 80
2025
Q3 		$224K Buy
+2,652
New +$185K 0.05% 95
2024
Q4 		– Sell
-5,039
Closed -$269K – 116
2024
Q3 		$269K Sell
5,039
-2,374
-32% -$118K 0.08% 94
2024
Q2 		$310K Sell
7,413
-7,541
-50% -$308K 0.1% 88
2024
Q1 		$536K Sell
14,954
-23,198
-61% -$800K 0.18% 68
2023
Q4 		$1.58M Sell
38,152
-85,577
-69% -$3.3M 0.53% 34
2023
Q3 		$4.57M Sell
123,729
-41,886
-25% -$1.7M 1.65% 24
2023
Q2 		$7.07M Sell
165,615
-11,368
-6% -$516K 2.39% 14
2023
Q1 		$8.68M Buy
176,983
+1,129
+0.6% +$54.7K 2.84% 12
2022
Q4 		$8.3M Buy
175,854
+19,598
+13% +$875K 2.62% 14
2022
Q3 		$6.57M Buy
156,256
+150,872
+2,802% +$7.05M 2.25% 19
2022
Q2 		$321K Sell
5,384
-767
-12% -$54.3K 0.1% 97
2022
Q1 		$489K Sell
6,151
-18,372
-75% -$1.24M 0.13% 86
2021
Q4 		$1.52M Buy
24,523
+6,377
+35% +$361K 0.4% 40
2021
Q3 		$985K Buy
18,146
+4,784
+36% +$282K 0.27% 51
2021
Q2 		$847K Buy
13,362
+4,283
+47% +$287K 0.23% 54
2021
Q1 		$547K Buy
+9,079
New +$543K 0.15% 69

Other funds holding NEM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Barry Investment Advisors's NEM Position: Q1 2026 in Review

Barry Investment Advisors sold out of Newmont (NEM) in Q1 2026, closing a stake of 2,548 shares — an estimated $254K sold.

Barry Investment Advisors first reported a position in NEM in Q1 2021 and held it in 17 quarters. The position peaked at $8.68M in Q1 2023. 1,840 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

  • Barry Investment Advisors reported no remaining Newmont position as of Q1 2026 after selling out during the quarter.
  • Barry Investment Advisors sold 2,548 Newmont shares in Q1 2026, an estimated $254K.
  • Barry Investment Advisors first reported a position in Newmont in Q1 2021 and held it in 17 quarters.
  • Barry Investment Advisors's Newmont position peaked at $8.68M in Q1 2023.
  • 1,840 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on Barry Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.