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Forum Financial Management’s Newmont NEM Stock Holding History

Forum Financial 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 		– Sell
-20,019
Closed -$2M – 752
2025
Q4 		$2M Buy
20,019
+34
+0.2% +$3.07K 0.03% 144
2025
Q3 		$1.68M Buy
19,985
+3
+0% +$209 0.02% 154
2025
Q2 		$1.16M Sell
19,982
-5,278
-21% -$282K 0.02% 190
2025
Q1 		$1.22M Sell
25,260
-30,681
-55% -$1.35M 0.02% 175
2024
Q4 		$2.08M Sell
55,941
-851
-1% -$38.8K 0.03% 115
2024
Q3 		$3.04M Sell
56,792
-6,762
-11% -$336K 0.05% 68
2024
Q2 		$2.66M Sell
63,554
-1,685
-3% -$68.9K 0.05% 69
2024
Q1 		$2.34M Sell
65,239
-81,718
-56% -$2.82M 0.04% 95
2023
Q4 		$6.08M Sell
146,957
-2,076
-1% -$80.1K 0.11% 41
2023
Q3 		$5.51M Buy
149,033
+500
+0.3% +$20.3K 0.12% 38
2023
Q2 		$6.34M Buy
148,533
+1,713
+1% +$77.8K 0.14% 34
2023
Q1 		$7.2M Buy
146,820
+12,288
+9% +$596K 0.21% 30
2022
Q4 		$6.35M Buy
134,532
+13,788
+11% +$616K 0.21% 27
2022
Q3 		$5.08M Buy
120,744
+29,048
+32% +$1.36M 0.24% 30
2022
Q2 		$5.47M Buy
91,696
+6,912
+8% +$489K 0.28% 23
2022
Q1 		$6.74M Buy
84,784
+25,845
+44% +$1.75M 0.33% 16
2021
Q4 		$3.65M Buy
+58,939
New +$3.34M 0.19% 33

Other funds holding NEM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Forum Financial Management's NEM Position: Q1 2026 in Review

Forum Financial Management sold out of Newmont (NEM) in Q1 2026, closing a stake of 20,019 shares — an estimated $2M sold.

Forum Financial Management first reported a position in NEM in Q4 2021 and held it in 17 quarters. The position peaked at $7.2M in Q1 2023. 1,840 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

  • Forum Financial Management reported no remaining Newmont position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 20,019 Newmont shares in Q1 2026, an estimated $2M.
  • Forum Financial Management first reported a position in Newmont in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Newmont position peaked at $7.2M in Q1 2023.
  • 1,840 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.