CIAS
NEM icon

CBIZ Investment Advisory Services’s Newmont NEM Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-137
Closed -$13.7K – 633
2025
Q4 		$13.7K Hold
137
– – ﹤0.01% 322
2025
Q3 		$11.6K Buy
137
+16
+13% +$1.12K ﹤0.01% 321
2025
Q2 		$7.05K Buy
121
+109
+908% +$5.82K ﹤0.01% 397
2025
Q1 		$579 Buy
+12
New +$527 ﹤0.01% 537

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 $3.37T AUM 44.26% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CBIZ Investment Advisory Services's NEM Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Newmont (NEM) in Q1 2026, closing a stake of 137 shares — an estimated $13.7K sold.

CBIZ Investment Advisory Services first reported a position in NEM in Q1 2025 and held it in 4 quarters. The position peaked at $13.7K in Q4 2025. 1,840 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Newmont position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 137 Newmont shares in Q1 2026, an estimated $13.7K.
  • CBIZ Investment Advisory Services first reported a position in Newmont in Q1 2025 and held it in 4 quarters.
  • CBIZ Investment Advisory Services's Newmont position peaked at $13.7K in Q4 2025.
  • 1,840 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.