Carson Wealth (CWM LLC)’s Newmont NEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $24.8M | Buy |
229,455
+26,563
| +13% | +$3.06M | 0.07% | 278 |
|
|
2025
Q4 | $20.3M | Buy |
202,892
+79,617
| +65% | +$7.19M | 0.05% | 312 |
|
|
2025
Q3 | $10.4M | Buy |
123,275
+78,919
| +178% | +$5.5M | 0.03% | 458 |
|
|
2025
Q2 | $2.58M | Buy |
44,356
+25,686
| +138% | +$1.37M | 0.01% | 855 |
|
|
2025
Q1 | $901K | Buy |
18,670
+2,103
| +13% | +$92.3K | ﹤0.01% | 1188 |
|
|
2024
Q4 | $617K | Sell |
16,567
-2,544
| -13% | -$116K | ﹤0.01% | 1303 |
|
|
2024
Q3 | $1.02M | Buy |
19,111
+1,930
| +11% | +$95.9K | ﹤0.01% | 1016 |
|
|
2024
Q2 | $719K | Buy |
17,181
+6,521
| +61% | +$267K | ﹤0.01% | 1057 |
|
|
2024
Q1 | $382K | Sell |
10,660
-2,832
| -21% | -$97.6K | ﹤0.01% | 1228 |
|
|
2023
Q4 | $558K | Buy |
13,492
+3,420
| +34% | +$132K | ﹤0.01% | 1026 |
|
|
2023
Q3 | $372K | Sell |
10,072
-1,935
| -16% | -$78.7K | ﹤0.01% | 1079 |
|
|
2023
Q2 | $512K | Sell |
12,007
-264
| -2% | -$12K | ﹤0.01% | 930 |
|
|
2023
Q1 | $602K | Buy |
12,271
+616
| +5% | +$29.9K | ﹤0.01% | 831 |
|
|
2022
Q4 | $550K | Buy |
11,655
+1,552
| +15% | +$69.3K | ﹤0.01% | 774 |
|
|
2022
Q3 | $425K | Buy |
10,103
+1,015
| +11% | +$47.4K | ﹤0.01% | 800 |
|
|
2022
Q2 | $542K | Buy |
9,088
+2,305
| +34% | +$163K | ﹤0.01% | 713 |
|
|
2022
Q1 | $539K | Sell |
6,783
-1,103
| -14% | -$74.6K | ﹤0.01% | 712 |
|
|
2021
Q4 | $489K | Buy |
+7,886
| New | +$447K | ﹤0.01% | 735 |
|
|
2021
Q2 | $401K | Hold |
6,320
| – | – | ﹤0.01% | 715 |
|
|
2021
Q1 | $401K | Hold |
6,320
| – | – | ﹤0.01% | 715 |
|
|
2020
Q4 | $401K | Hold |
6,320
| – | – | ﹤0.01% | 715 |
|
|
2020
Q3 | $401K | Hold |
6,320
| – | – | ﹤0.01% | 715 |
|
|
2020
Q2 | $401K | Hold |
6,320
| – | – | ﹤0.01% | 715 |
|
|
2020
Q1 | $401K | Hold |
6,320
| – | – | ﹤0.01% | 715 |
|
|
2019
Q4 | $401K | Hold |
6,320
| – | – | ﹤0.01% | 715 |
|
|
2019
Q3 | $401K | Hold |
6,320
| – | – | ﹤0.01% | 715 |
|
|
2019
Q2 | $401K | Hold |
6,320
| – | – | ﹤0.01% | 715 |
|
|
2019
Q1 | $401K | Buy |
6,320
+3,503
| +124% | +$119K | ﹤0.01% | 715 |
|
|
2018
Q4 | $98K | Buy |
2,817
+317
| +13% | +$10.3K | ﹤0.01% | 728 |
|
|
2018
Q3 | $76K | Hold |
2,500
| – | – | ﹤0.01% | 667 |
|
|
2018
Q2 | $94K | Hold |
2,500
| – | – | ﹤0.01% | 531 |
|
|
2018
Q1 | $98K | Hold |
2,500
| – | – | ﹤0.01% | 443 |
|
|
2017
Q4 | $94K | Hold |
2,500
| – | – | ﹤0.01% | 434 |
|
|
2017
Q3 | $94K | Hold |
2,500
| – | – | ﹤0.01% | 423 |
|
|
2017
Q2 | $81K | Buy |
+2,500
| New | +$84.2K | ﹤0.01% | 406 |
|
|
2017
Q1 | – | Sell |
-141
| Closed | -$5K | – | 1258 |
|
|
2016
Q4 | $5K | Buy |
+141
| New | +$4.82K | ﹤0.01% | 855 |
|
Other funds holding NEM
VCM
VPM
Carson Wealth (CWM LLC)'s NEM Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Newmont (NEM) stake by 13% in Q1 2026, buying an estimated $3.06M and bringing the position to 229,455 shares worth $24.8M. The position accounts for 0.07% of the portfolio, ranked #278.
Carson Wealth (CWM LLC) first reported a position in NEM in Q4 2016 and has held it in 36 quarters since. 1,837 funds tracked by Wall St. Rank hold NEM as of Q1 2026.
- Carson Wealth (CWM LLC) held 229,455 shares of Newmont worth $24.8M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 26,563 Newmont shares in Q1 2026, an estimated $3.06M.
- Newmont made up 0.07% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #278 holding.
- Carson Wealth (CWM LLC) first reported a position in Newmont in Q4 2016 and has held it in 36 quarters since.
- 1,837 funds tracked by Wall St. Rank held Newmont as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.