IBEX Wealth Advisors’s Newmont NEM Stock Holding History

IBEX Wealth Advisors’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	$5.98M	Buy	64,074 +2,850	+5%	+$310K	0.47%	67
2026 Q1	$6.63M	Buy	61,224 +4,702	+8%	+$542K	0.62%	60
2025 Q4	$5.64M	Buy	+56,522	New	+$5.11M	0.55%	66
2025 Q2	–	Sell	-89,542	Closed	-$4.32M	–	202
2025 Q1	$4.32M	Buy	+89,542	New	+$3.93M	0.57%	61
2024 Q3	–	Sell	-362	Closed	-$15.2K	–	205
2024 Q2	$15.2K	Buy	+362	New	+$14.8K	﹤0.01%	208

Other funds holding NEM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

IBEX Wealth Advisors's NEM Position: Q2 2026 in Review

IBEX Wealth Advisors increased its Newmont (NEM) stake by 4.7% in Q2 2026, buying an estimated $310K and bringing the position to 64,074 shares worth $5.98M. The position accounts for 0.47% of the portfolio, ranked #67.

IBEX Wealth Advisors first reported a position in NEM in Q2 2024 and has held it in 5 quarters since. The position peaked at $6.63M in Q1 2026. 1,784 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

IBEX Wealth Advisors held 64,074 shares of Newmont worth $5.98M as of Q2 2026.
IBEX Wealth Advisors bought 2,850 Newmont shares in Q2 2026, an estimated $310K.
Newmont made up 0.47% of IBEX Wealth Advisors's portfolio in Q2 2026, its #67 holding.
IBEX Wealth Advisors first reported a position in Newmont in Q2 2024 and has held it in 5 quarters since.
IBEX Wealth Advisors's Newmont position peaked at $6.63M in Q1 2026.
1,784 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.