Evanson Asset Management’s Newmont NEM Stock Holding History

Evanson Asset 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 Q1	$284K	Buy	2,628 +179	+7%	+$20.6K	0.02%	262
2025 Q4	$244K	Sell	2,449 -800	-25%	-$72.3K	0.01%	295
2025 Q3	$274K	Buy	+3,249	New	+$227K	0.02%	271
2022 Q3	–	Sell	-8,753	Closed	-$522K	–	271
2022 Q2	$522K	Sell	8,753 -2,900	-25%	-$205K	0.06%	154
2022 Q1	$926K	Sell	11,653 -100	-0.9%	-$6.76K	0.09%	100
2021 Q4	$729K	Buy	11,753 +7,830	+200%	+$444K	0.06%	132
2021 Q3	$246K	Sell	3,923 -524	-12%	-$30.9K	0.03%	244
2021 Q2	$282K	Buy	4,447 +50	+1%	+$3.35K	0.03%	227
2021 Q1	$265K	Buy	4,397 +50	+1%	+$2.99K	0.04%	235
2020 Q4	$260K	Hold	4,347	–	–	0.04%	224
2020 Q3	$276K	Hold	4,347	–	–	0.05%	198
2020 Q2	$268K	Buy	+4,347	New	+$257K	0.05%	185

Other funds holding NEM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Evanson Asset Management's NEM Position: Q1 2026 in Review

Evanson Asset Management increased its Newmont (NEM) stake by 7.3% in Q1 2026, buying an estimated $20.6K and bringing the position to 2,628 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #262.

Evanson Asset Management first reported a position in NEM in Q2 2020 and has held it in 12 quarters since. The position peaked at $926K in Q1 2022. 1,828 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

Evanson Asset Management held 2,628 shares of Newmont worth $284K as of Q1 2026.
Evanson Asset Management bought 179 Newmont shares in Q1 2026, an estimated $20.6K.
Newmont made up 0.02% of Evanson Asset Management's portfolio in Q1 2026, its #262 holding.
Evanson Asset Management first reported a position in Newmont in Q2 2020 and has held it in 12 quarters since.
Evanson Asset Management's Newmont position peaked at $926K in Q1 2022.
1,828 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.