Evermay Wealth Management’s Newmont NEM Stock Holding History

Evermay 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 Q1	$36.8K	Sell	340 -156	-31%	-$18K	﹤0.01%	340
2025 Q4	$49.5K	Hold	496	–	–	0.01%	322
2025 Q3	$41.8K	Sell	496 -2	-0.4%	-$139	﹤0.01%	335
2025 Q2	$29K	Buy	498 +400	+408%	+$21.4K	﹤0.01%	361
2025 Q1	$4.73K	Hold	98	–	–	﹤0.01%	487
2024 Q4	$3.65K	Hold	98	–	–	﹤0.01%	497
2024 Q3	$5.24K	Hold	98	–	–	﹤0.01%	503
2024 Q2	$4.1K	Hold	98	–	–	﹤0.01%	505
2024 Q1	$3.51K	Sell	98 -10	-9%	-$345	﹤0.01%	513
2023 Q4	$4.47K	Buy	108 +10	+10%	+$386	﹤0.01%	486
2023 Q3	$3.62K	Hold	98	–	–	﹤0.01%	480
2023 Q2	$4.18K	Hold	98	–	–	﹤0.01%	467
2023 Q1	$4.8K	Hold	98	–	–	﹤0.01%	456
2022 Q4	$4.63K	Hold	98	–	–	﹤0.01%	463
2022 Q3	$4K	Hold	98	–	–	﹤0.01%	455
2022 Q2	$6K	Hold	98	–	–	﹤0.01%	432
2022 Q1	$8K	Hold	98	–	–	﹤0.01%	435
2021 Q4	$6K	Hold	98	–	–	﹤0.01%	440
2021 Q3	$5K	Hold	98	–	–	﹤0.01%	418
2021 Q2	$6K	Buy	+98	New	+$6.57K	﹤0.01%	435

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

Evermay Wealth Management's NEM Position: Q1 2026 in Review

Evermay Wealth Management reduced its Newmont (NEM) stake by 31% in Q1 2026, selling an estimated $18K and leaving 340 shares worth $36.8K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

Evermay Wealth Management first reported a position in NEM in Q2 2021 and has held it in 20 quarters since. The position peaked at $49.5K in Q4 2025. 1,828 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

Evermay Wealth Management held 340 shares of Newmont worth $36.8K as of Q1 2026.
Evermay Wealth Management sold 156 Newmont shares in Q1 2026, an estimated $18K.
Newmont made up ﹤0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #340 holding.
Evermay Wealth Management first reported a position in Newmont in Q2 2021 and has held it in 20 quarters since.
Evermay Wealth Management's Newmont position peaked at $49.5K in Q4 2025.
1,828 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.