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 Q3	$268K	Buy	2,323 +98	+4%	+$11K	0.05%	364
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%	-$1.08K	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 $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Beacon Financial Advisory's NEM Position: Q3 2026 in Review

Beacon Financial Advisory increased its Newmont (NEM) stake by 4.4% in Q3 2026, buying an estimated $11K and bringing the position to 2,323 shares worth $268K. The position accounts for 0.05% of the portfolio, ranked #364.

Beacon Financial Advisory first reported a position in NEM in Q1 2021 and has held it in 11 quarters since. The position peaked at $414K in Q1 2022. 1,594 funds tracked by Wall St. Rank hold NEM as of Q3 2026.

Beacon Financial Advisory held 2,323 shares of Newmont worth $268K as of Q3 2026.
Beacon Financial Advisory bought 98 Newmont shares in Q3 2026, an estimated $11K.
Newmont made up 0.05% of Beacon Financial Advisory's portfolio in Q3 2026, its #364 holding.
Beacon Financial Advisory first reported a position in Newmont in Q1 2021 and has held it in 11 quarters since.
Beacon Financial Advisory's Newmont position peaked at $414K in Q1 2022.
1,594 funds tracked by Wall St. Rank held Newmont as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.