BWM
NEM icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bernard Wealth Management's NEM Position: Q1 2026 in Review

Bernard Wealth Management held its Newmont (NEM) position steady in Q1 2026 at 1,050 shares worth $114K. The position accounts for 0.05% of the portfolio, ranked #90.

Bernard Wealth Management first reported a position in NEM in Q4 2024 and has held it in 6 quarters since. 1,828 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

  • Bernard Wealth Management held 1,050 shares of Newmont worth $114K as of Q1 2026.
  • Bernard Wealth Management left its Newmont share count unchanged in Q1 2026.
  • Newmont made up 0.05% of Bernard Wealth Management's portfolio in Q1 2026, its #90 holding.
  • Bernard Wealth Management first reported a position in Newmont in Q4 2024 and has held it in 6 quarters since.
  • 1,828 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.