Capstone Investment Advisors
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Capstone Investment Advisors’s Newmont NEM Stock Holding History

Capstone Investment 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 		$2.21M Buy
20,388
+14,763
+262% +$1.7M ﹤0.01% 620
2025
Q4 		$562K Sell
5,625
-1,441
-20% -$130K ﹤0.01% 1111
2025
Q3 		$596K Buy
+7,066
New +$493K ﹤0.01% 1276
2025
Q1 		– Sell
-97,533
Closed -$4.28M – 1718
2024
Q4 		$3.63M Buy
97,533
+96,840
+13,974% +$4.41M 0.01% 654
2024
Q3 		$37K Sell
693
-27,064
-98% -$1.34M ﹤0.01% 1829
2024
Q2 		$1.16M Sell
27,757
-34,062
-55% -$1.39M ﹤0.01% 928
2024
Q1 		$2.22M Buy
61,819
+15,118
+32% +$521K 0.01% 741
2023
Q4 		$1.93M Sell
46,701
-7,728
-14% -$298K 0.01% 812
2023
Q3 		$2.01M Buy
54,429
+19,854
+57% +$807K 0.01% 724
2023
Q2 		$1.47M Buy
34,575
+27,553
+392% +$1.25M 0.01% 733
2023
Q1 		$344K Sell
7,022
-9,302
-57% -$451K ﹤0.01% 1132
2022
Q4 		$770K Buy
16,324
+12,221
+298% +$546K 0.01% 1011
2022
Q3 		$172K Buy
+4,103
New +$192K ﹤0.01% 1501
2022
Q2 		– Sell
-14,389
Closed -$1.02M – 2018
2022
Q1 		$1.14M Buy
14,389
+3,049
+27% +$206K ﹤0.01% 1264
2021
Q4 		$703K Sell
11,340
-231,981
-95% -$13.1M ﹤0.01% 1395
2021
Q3 		$13.2M Buy
243,321
+155,683
+178% +$9.18M 0.03% 534
2021
Q2 		$5.55M Buy
87,638
+22,608
+35% +$1.51M 0.01% 705
2021
Q1 		$3.92M Buy
65,030
+6,888
+12% +$412K 0.01% 715
2020
Q4 		$3.48M Buy
+58,142
New +$3.58M 0.01% 715
2018
Q4 		– Sell
-12,104
Closed -$392K – 1334
2018
Q3 		$366K Buy
+12,104
New +$410K ﹤0.01% 866
2016
Q3 		– Sell
-7,073
Closed -$276K – 864
2016
Q2 		$276K Sell
7,073
-5,928
-46% -$196K 0.01% 575
2016
Q1 		$345K Buy
+13,001
New +$301K 0.01% 478
2015
Q1 		– Sell
-64,672
Closed -$1.22M – 321
2014
Q4 		$1.22M Buy
64,672
+58,820
+1,005% +$1.18M 0.02% 251
2014
Q3 		$134K Buy
+5,852
New +$149K ﹤0.01% 415

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

Capstone Investment Advisors's NEM Position: Q1 2026 in Review

Capstone Investment Advisors increased its Newmont (NEM) stake by 262% in Q1 2026, buying an estimated $1.7M and bringing the position to 20,388 shares worth $2.21M. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Capstone Investment Advisors first reported a position in NEM in Q3 2014 and has held it in 24 quarters since. The position peaked at $13.2M in Q3 2021. 1,828 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

  • Capstone Investment Advisors held 20,388 shares of Newmont worth $2.21M as of Q1 2026.
  • Capstone Investment Advisors bought 14,763 Newmont shares in Q1 2026, an estimated $1.7M.
  • Newmont made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #620 holding.
  • Capstone Investment Advisors first reported a position in Newmont in Q3 2014 and has held it in 24 quarters since.
  • Capstone Investment Advisors's Newmont position peaked at $13.2M in Q3 2021.
  • 1,828 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.