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Bogart Wealth LLC’s Newmont NEM Stock Holding History

Bogart Wealth LLC’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 		$137K Sell
1,466
-4
-0.3% -$436 ﹤0.01% 339
2026
Q1 		$159K Buy
1,470
+821
+127% +$94.6K 0.01% 293
2025
Q4 		$64.8K Hold
649
– – ﹤0.01% 415
2025
Q3 		$54.7K Buy
649
+594
+1,080% +$41.4K ﹤0.01% 437
2025
Q2 		$3.2K Buy
55
+43
+358% +$2.29K ﹤0.01% 1029
2025
Q1 		$579 Buy
+12
New +$527 ﹤0.01% 1246

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's NEM Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Newmont (NEM) stake by 0.27% in Q2 2026, selling an estimated $436 and leaving 1,466 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Bogart Wealth LLC first reported a position in NEM in Q1 2025 and has held it in 6 quarters since. The position peaked at $159K in Q1 2026. 1,788 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Bogart Wealth LLC held 1,466 shares of Newmont worth $137K as of Q2 2026.
  • Bogart Wealth LLC sold 4 Newmont shares in Q2 2026, an estimated $436.
  • Newmont made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #339 holding.
  • Bogart Wealth LLC first reported a position in Newmont in Q1 2025 and has held it in 6 quarters since.
  • Bogart Wealth LLC's Newmont position peaked at $159K in Q1 2026.
  • 1,788 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.