Empirical Wealth Management’s Newmont NEM Stock Holding History

Empirical Wealth Management’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	$7.24M	Sell	77,537 -1,398	-2%	-$152K	0.11%	125
2026 Q1	$8.54M	Buy	78,935 +2,718	+4%	+$313K	0.15%	111
2025 Q4	$7.61M	Buy	76,217 +4,503	+6%	+$407K	0.14%	117
2025 Q3	$6.05M	Buy	71,714 +32,639	+84%	+$2.28M	0.12%	122
2025 Q2	$2.28M	Buy	39,075 +1,597	+4%	+$85.2K	0.05%	217
2025 Q1	$1.81M	Buy	+37,478	New	+$1.65M	0.05%	225
2024 Q4	–	Sell	-4,400	Closed	-$235K	–	622
2024 Q3	$235K	Buy	+4,400	New	+$219K	0.01%	510
2023 Q1	–	Sell	-4,251	Closed	-$201K	–	480
2022 Q4	$201K	Buy	+4,251	New	+$190K	0.01%	440
2022 Q3	–	Sell	-3,370	Closed	-$201K	–	480
2022 Q2	$201K	Buy	+3,370	New	+$238K	0.01%	441
2021 Q3	–	Sell	-7,337	Closed	-$465K	–	474
2021 Q2	$465K	Buy	7,337 +2,579	+54%	+$173K	0.03%	311
2021 Q1	$287K	Buy	+4,758	New	+$285K	0.02%	331

Other funds holding NEM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Empirical Wealth Management's NEM Position: Q2 2026 in Review

Empirical Wealth Management reduced its Newmont (NEM) stake by 1.8% in Q2 2026, selling an estimated $152K and leaving 77,537 shares worth $7.24M. The position accounts for 0.11% of the portfolio, ranked #125.

Empirical Wealth Management first reported a position in NEM in Q1 2021 and has held it in 11 quarters since. The position peaked at $8.54M in Q1 2026. 725 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

Empirical Wealth Management held 77,537 shares of Newmont worth $7.24M as of Q2 2026.
Empirical Wealth Management sold 1,398 Newmont shares in Q2 2026, an estimated $152K.
Newmont made up 0.11% of Empirical Wealth Management's portfolio in Q2 2026, its #125 holding.
Empirical Wealth Management first reported a position in Newmont in Q1 2021 and has held it in 11 quarters since.
Empirical Wealth Management's Newmont position peaked at $8.54M in Q1 2026.
725 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.