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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
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
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

IBEX Wealth Advisors's NEM Position: Q1 2026 in Review

IBEX Wealth Advisors increased its Newmont (NEM) stake by 8.3% in Q1 2026, buying an estimated $542K and bringing the position to 61,224 shares worth $6.63M. The position accounts for 0.62% of the portfolio, ranked #60.

IBEX Wealth Advisors first reported a position in NEM in Q2 2024 and has held it in 4 quarters since. 1,828 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

  • IBEX Wealth Advisors held 61,224 shares of Newmont worth $6.63M as of Q1 2026.
  • IBEX Wealth Advisors bought 4,702 Newmont shares in Q1 2026, an estimated $542K.
  • Newmont made up 0.62% of IBEX Wealth Advisors's portfolio in Q1 2026, its #60 holding.
  • IBEX Wealth Advisors first reported a position in Newmont in Q2 2024 and has held it in 4 quarters since.
  • 1,828 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.