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Bernard Wealth Management’s Newmont NEM Stock Holding History

Bernard 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 		$72.9K Sell
780
-270
-26% -$29.4K 0.03% 120
2026
Q1 		$114K Hold
1,050
– – 0.05% 90
2025
Q4 		$105K Sell
1,050
-175
-14% -$15.8K 0.04% 94
2025
Q3 		$103K Hold
1,225
– – 0.04% 91
2025
Q2 		$71.4K Sell
1,225
-100
-8% -$5.34K 0.03% 108
2025
Q1 		$64K Sell
1,325
-100
-7% -$4.39K 0.03% 106
2024
Q4 		$53K Buy
+1,425
New +$65K 0.03% 119

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Bernard Wealth Management reduced its Newmont (NEM) stake by 26% in Q2 2026, selling an estimated $29.4K and leaving 780 shares worth $72.9K. The position accounts for 0.03% of the portfolio, ranked #120.

Bernard Wealth Management first reported a position in NEM in Q4 2024 and has held it in 7 quarters since. The position peaked at $114K in Q1 2026. 1,783 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Bernard Wealth Management held 780 shares of Newmont worth $72.9K as of Q2 2026.
  • Bernard Wealth Management sold 270 Newmont shares in Q2 2026, an estimated $29.4K.
  • Newmont made up 0.03% of Bernard Wealth Management's portfolio in Q2 2026, its #120 holding.
  • Bernard Wealth Management first reported a position in Newmont in Q4 2024 and has held it in 7 quarters since.
  • Bernard Wealth Management's Newmont position peaked at $114K in Q1 2026.
  • 1,783 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.