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Capital Planning Advisors’s Newmont NEM Stock Holding History

Capital Planning Advisors’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 		$202K Sell
1,868
-816
-30% -$94.1K 0.03% 145
2025
Q4 		$268K Buy
2,684
+54
+2% +$4.88K 0.04% 142
2025
Q3 		$222K Buy
+2,630
New +$183K 0.03% 140

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

Capital Planning Advisors's NEM Position: Q1 2026 in Review

Capital Planning Advisors reduced its Newmont (NEM) stake by 30% in Q1 2026, selling an estimated $94.1K and leaving 1,868 shares worth $202K. The position accounts for 0.03% of the portfolio, ranked #145.

Capital Planning Advisors first reported a position in NEM in Q3 2025 and has held it in 3 quarters since. The position peaked at $268K in Q4 2025. 1,828 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

  • Capital Planning Advisors held 1,868 shares of Newmont worth $202K as of Q1 2026.
  • Capital Planning Advisors sold 816 Newmont shares in Q1 2026, an estimated $94.1K.
  • Newmont made up 0.03% of Capital Planning Advisors's portfolio in Q1 2026, its #145 holding.
  • Capital Planning Advisors first reported a position in Newmont in Q3 2025 and has held it in 3 quarters since.
  • Capital Planning Advisors's Newmont position peaked at $268K in Q4 2025.
  • 1,828 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.