BigSur Wealth Management’s Newmont NEM Stock Holding History

BigSur 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	$934K	Hold	10,000	–	–	0.22%	102
2026 Q1	$1.08M	Sell	10,000 -1,400	-12%	-$161K	0.3%	84
2025 Q4	$1.14M	Hold	11,400	–	–	0.28%	80
2025 Q3	$961K	Hold	11,400	–	–	0.24%	83
2025 Q2	$664K	Sell	11,400 -400	-3%	-$21.4K	0.17%	105
2025 Q1	$570K	Buy	+11,800	New	+$518K	0.15%	111
2024 Q4	–	Sell	-11,800	Closed	-$631K	–	163
2024 Q3	$631K	Hold	11,800	–	–	0.17%	106
2024 Q2	$494K	Hold	11,800	–	–	0.15%	113
2024 Q1	$423K	Buy	11,800 +4,000	+51%	+$138K	0.13%	116
2023 Q4	$323K	Sell	7,800 -400	-5%	-$15.4K	0.15%	88
2023 Q3	$303K	Sell	8,200 -1,000	-11%	-$40.7K	0.15%	89
2023 Q2	$392K	Sell	9,200 -1,500	-14%	-$68.1K	0.19%	89
2023 Q1	$525K	Hold	10,700	–	–	0.25%	83
2022 Q4	$505K	Hold	10,700	–	–	0.24%	83
2022 Q3	$450K	Sell	10,700 -400	-4%	-$18.7K	0.23%	83
2022 Q2	$662K	Hold	11,100	–	–	0.31%	73
2022 Q1	$882K	Hold	11,100	–	–	0.34%	71
2021 Q4	$688K	Buy	+11,100	New	+$629K	0.27%	79

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

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

BigSur Wealth Management held its Newmont (NEM) position steady in Q2 2026 at 10,000 shares worth $934K. The position accounts for 0.22% of the portfolio, ranked #102.

BigSur Wealth Management first reported a position in NEM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.14M in Q4 2025. 1,779 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

BigSur Wealth Management held 10,000 shares of Newmont worth $934K as of Q2 2026.
BigSur Wealth Management left its Newmont share count unchanged in Q2 2026.
Newmont made up 0.22% of BigSur Wealth Management's portfolio in Q2 2026, its #102 holding.
BigSur Wealth Management first reported a position in Newmont in Q4 2021 and has held it in 18 quarters since.
BigSur Wealth Management's Newmont position peaked at $1.14M in Q4 2025.
1,779 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.