Beacon Financial Advisory’s Newmont NEM Stock Holding History

Beacon Financial Advisory’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	$208K	Sell	2,225 -195	-8%	-$21.2K	0.04%	405
2026 Q1	$262K	Buy	2,420 +46	+2%	+$5.3K	0.06%	333
2025 Q4	$237K	Buy	+2,374	New	+$214K	0.05%	335
2022 Q4	–	Sell	-5,195	Closed	-$218K	–	202
2022 Q3	$218K	Sell	5,195 -23	-0.4%	-$1.07K	0.16%	168
2022 Q2	$311K	Buy	5,218 +3	+0.1%	+$212	0.18%	158
2022 Q1	$414K	Buy	5,215 +20	+0.4%	+$1.35K	0.2%	142
2021 Q4	$322K	Buy	5,195 +650	+14%	+$36.8K	0.15%	169
2021 Q3	$247K	Sell	4,545 -50	-1%	-$2.95K	0.13%	195
2021 Q2	$291K	Buy	4,595 +40	+0.9%	+$2.68K	0.16%	165
2021 Q1	$275K	Buy	+4,555	New	+$273K	0.16%	165

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

Beacon Financial Advisory's NEM Position: Q2 2026 in Review

Beacon Financial Advisory reduced its Newmont (NEM) stake by 8.1% in Q2 2026, selling an estimated $21.2K and leaving 2,225 shares worth $208K. The position accounts for 0.04% of the portfolio, ranked #405.

Beacon Financial Advisory first reported a position in NEM in Q1 2021 and has held it in 10 quarters since. The position peaked at $414K in Q1 2022. 1,786 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

Beacon Financial Advisory held 2,225 shares of Newmont worth $208K as of Q2 2026.
Beacon Financial Advisory sold 195 Newmont shares in Q2 2026, an estimated $21.2K.
Newmont made up 0.04% of Beacon Financial Advisory's portfolio in Q2 2026, its #405 holding.
Beacon Financial Advisory first reported a position in Newmont in Q1 2021 and has held it in 10 quarters since.
Beacon Financial Advisory's Newmont position peaked at $414K in Q1 2022.
1,786 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.