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Evelyn Partners Investment Management Services’s Newmont NEM Stock Holding History

Evelyn Partners Investment Management 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 		$2.6M Sell
24,059
-1,469
-6% -$169K 0.31% 63
2025
Q4 		$2.55M Buy
25,528
+412
+2% +$37.2K 0.32% 59
2025
Q3 		$2.12M Sell
25,116
-531
-2% -$37K 0.28% 58
2025
Q2 		$1.49M Sell
25,647
-564
-2% -$30.1K 0.22% 65
2025
Q1 		$1.27M Buy
26,211
+2,543
+11% +$112K 0.21% 71
2024
Q4 		$881K Buy
+23,668
New +$1.08M 0.15% 76

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

Evelyn Partners Investment Management Services's NEM Position: Q1 2026 in Review

Evelyn Partners Investment Management Services reduced its Newmont (NEM) stake by 5.8% in Q1 2026, selling an estimated $169K and leaving 24,059 shares worth $2.6M. The position accounts for 0.31% of the portfolio, ranked #63.

Evelyn Partners Investment Management Services first reported a position in NEM in Q4 2024 and has held it in 6 quarters since. 1,830 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

  • Evelyn Partners Investment Management Services held 24,059 shares of Newmont worth $2.6M as of Q1 2026.
  • Evelyn Partners Investment Management Services sold 1,469 Newmont shares in Q1 2026, an estimated $169K.
  • Newmont made up 0.31% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #63 holding.
  • Evelyn Partners Investment Management Services first reported a position in Newmont in Q4 2024 and has held it in 6 quarters since.
  • 1,830 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.