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HB Wealth Management’s Newmont NEM Stock Holding History

HB 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 		$3.79M Sell
40,542
-1,425
-3% -$155K 0.02% 328
2026
Q1 		$4.54M Buy
41,967
+3,600
+9% +$415K 0.03% 271
2025
Q4 		$3.83M Buy
38,367
+4,808
+14% +$434K 0.02% 290
2025
Q3 		$2.83M Buy
33,559
+5,840
+21% +$407K 0.02% 345
2025
Q2 		$1.61M Buy
27,719
+7,904
+40% +$422K 0.01% 423
2025
Q1 		$957K Buy
19,815
+5,344
+37% +$235K 0.01% 552
2024
Q4 		$539K Buy
14,471
+673
+5% +$30.7K 0.01% 598
2024
Q3 		$738K Buy
13,798
+483
+4% +$24K 0.01% 464
2024
Q2 		$558K Buy
13,315
+5,139
+63% +$210K 0.01% 512
2024
Q1 		$293K Buy
8,176
+3,306
+68% +$114K ﹤0.01% 668
2023
Q4 		$202K Sell
4,870
-6,007
-55% -$232K ﹤0.01% 742
2023
Q3 		$402K Buy
10,877
+729
+7% +$29.6K 0.01% 492
2023
Q2 		$433K Sell
10,148
-2,400
-19% -$109K 0.01% 454
2023
Q1 		$615K Buy
12,548
+2,165
+21% +$105K 0.01% 371
2022
Q4 		$490K Buy
+10,383
New +$464K 0.01% 398
2022
Q2 		– Sell
-3,494
Closed -$278K – 603
2022
Q1 		$278K Buy
+3,494
New +$236K 0.01% 469

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

HB Wealth Management reduced its Newmont (NEM) stake by 3.4% in Q2 2026, selling an estimated $155K and leaving 40,542 shares worth $3.79M. The position accounts for 0.02% of the portfolio, ranked #328.

HB Wealth Management first reported a position in NEM in Q1 2022 and has held it in 16 quarters since. The position peaked at $4.54M in Q1 2026. 1,775 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • HB Wealth Management held 40,542 shares of Newmont worth $3.79M as of Q2 2026.
  • HB Wealth Management sold 1,425 Newmont shares in Q2 2026, an estimated $155K.
  • Newmont made up 0.02% of HB Wealth Management's portfolio in Q2 2026, its #328 holding.
  • HB Wealth Management first reported a position in Newmont in Q1 2022 and has held it in 16 quarters since.
  • HB Wealth Management's Newmont position peaked at $4.54M in Q1 2026.
  • 1,775 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.