Carolina Wealth Advisors’s Newmont NEM Stock Holding History

Carolina Wealth 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 Q2	$2.06K	Sell	22 -127	-85%	-$13.8K	﹤0.01%	262
2026 Q1	$16.1K	Buy	149 +128	+610%	+$14.8K	0.01%	149
2025 Q4	$2.1K	Buy	+21	New	+$1.9K	﹤0.01%	230
2023 Q3	–	Sell	-120	Closed	-$5.12K	–	278
2023 Q2	$5.12K	Hold	120	–	–	﹤0.01%	181
2023 Q1	$5.88K	Sell	120 -12	-9%	-$582	﹤0.01%	170
2022 Q4	$6K	Hold	132	–	–	﹤0.01%	164
2022 Q3	$6K	Hold	132	–	–	﹤0.01%	165
2022 Q2	$8K	Hold	132	–	–	0.01%	178
2022 Q1	$10K	Hold	132	–	–	0.01%	182
2021 Q4	$8K	Hold	132	–	–	﹤0.01%	195
2021 Q3	$7K	Hold	132	–	–	﹤0.01%	196
2021 Q2	$8K	Hold	132	–	–	0.01%	200
2021 Q1	$8K	Hold	132	–	–	0.01%	216
2020 Q4	$8K	Hold	132	–	–	0.01%	156
2020 Q3	$8K	Buy	132 +12	+10%	+$782	0.01%	146
2020 Q2	$7K	Buy	+120	New	+$7.1K	0.01%	128

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

Carolina Wealth Advisors's NEM Position: Q2 2026 in Review

Carolina Wealth Advisors reduced its Newmont (NEM) stake by 85% in Q2 2026, selling an estimated $13.8K and leaving 22 shares worth $2.06K. The position accounts for ﹤0.01% of the portfolio, ranked #262.

Carolina Wealth Advisors first reported a position in NEM in Q2 2020 and has held it in 16 quarters since. The position peaked at $16.1K in Q1 2026. 1,775 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

Carolina Wealth Advisors held 22 shares of Newmont worth $2.06K as of Q2 2026.
Carolina Wealth Advisors sold 127 Newmont shares in Q2 2026, an estimated $13.8K.
Newmont made up ﹤0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #262 holding.
Carolina Wealth Advisors first reported a position in Newmont in Q2 2020 and has held it in 16 quarters since.
Carolina Wealth Advisors's Newmont position peaked at $16.1K in Q1 2026.
1,775 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.