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Chung Wu Investment Group’s Newmont NEM Stock Holding History

Chung Wu Investment Group’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 		$43.3K Sell
400
-130
-25% -$15K 0.04% 142
2025
Q4 		$52.9K Buy
530
+250
+89% +$22.6K 0.04% 133
2025
Q3 		$23.6K Buy
+280
New +$19.5K 0.02% 171

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

Chung Wu Investment Group's NEM Position: Q1 2026 in Review

Chung Wu Investment Group reduced its Newmont (NEM) stake by 25% in Q1 2026, selling an estimated $15K and leaving 400 shares worth $43.3K. The position accounts for 0.04% of the portfolio, ranked #142.

Chung Wu Investment Group first reported a position in NEM in Q3 2025 and has held it in 3 quarters since. The position peaked at $52.9K in Q4 2025. 1,828 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

  • Chung Wu Investment Group held 400 shares of Newmont worth $43.3K as of Q1 2026.
  • Chung Wu Investment Group sold 130 Newmont shares in Q1 2026, an estimated $15K.
  • Newmont made up 0.04% of Chung Wu Investment Group's portfolio in Q1 2026, its #142 holding.
  • Chung Wu Investment Group first reported a position in Newmont in Q3 2025 and has held it in 3 quarters since.
  • Chung Wu Investment Group's Newmont position peaked at $52.9K in Q4 2025.
  • 1,828 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on Chung Wu Investment Group's 13F filing for Q1 2026, filed 12 May 2026.