IMA Advisory Services’s Newmont NEM Stock Holding History

IMA Advisory Services’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	$67.6K	Buy	723 +197	+37%	+$21.5K	﹤0.01%	470
2026 Q1	$56.9K	Hold	526	–	–	0.01%	242
2025 Q4	$52.5K	Buy	526 +524	+26,200%	+$47.3K	0.01%	246
2025 Q3	$169	Hold	2	–	–	﹤0.01%	517
2025 Q2	$117	Buy	+2	New	+$107	﹤0.01%	547
2023 Q4	–	Sell	-468	Closed	-$17.3K	–	199
2023 Q3	$17.3K	Hold	468	–	–	﹤0.01%	223
2023 Q2	$20K	Hold	468	–	–	0.01%	222
2023 Q1	$22.9K	Hold	468	–	–	0.01%	206
2022 Q4	$22.1K	Hold	468	–	–	0.01%	219
2022 Q3	$20K	Hold	468	–	–	0.01%	217
2022 Q2	$28K	Hold	468	–	–	0.01%	214
2022 Q1	$37K	Hold	468	–	–	0.01%	175
2021 Q4	$29K	Hold	468	–	–	0.01%	189
2021 Q3	$25K	Hold	468	–	–	0.01%	184
2021 Q2	$30K	Hold	468	–	–	0.01%	171
2021 Q1	$28K	Hold	468	–	–	0.01%	175
2020 Q4	$28K	Hold	468	–	–	0.01%	164
2020 Q3	$30K	Hold	468	–	–	0.01%	163
2020 Q2	$29K	Hold	468	–	–	0.01%	165
2020 Q1	$21K	Hold	468	–	–	0.01%	176
2019 Q4	$20K	Hold	468	–	–	0.01%	186
2019 Q3	$18K	Hold	468	–	–	0.01%	191
2019 Q2	$18K	Hold	468	–	–	0.01%	184
2019 Q1	$17K	Sell	468 -6	-1%	-$203	0.01%	192
2018 Q4	$16K	Hold	474	–	–	0.01%	195
2018 Q3	$14K	Hold	474	–	–	0.01%	208
2018 Q2	$18K	Buy	+474	New	+$18.6K	0.01%	220

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

IMA Advisory Services's NEM Position: Q2 2026 in Review

IMA Advisory Services increased its Newmont (NEM) stake by 37% in Q2 2026, buying an estimated $21.5K and bringing the position to 723 shares worth $67.6K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

IMA Advisory Services first reported a position in NEM in Q2 2018 and has held it in 27 quarters since. 1,775 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

IMA Advisory Services held 723 shares of Newmont worth $67.6K as of Q2 2026.
IMA Advisory Services bought 197 Newmont shares in Q2 2026, an estimated $21.5K.
Newmont made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #470 holding.
IMA Advisory Services first reported a position in Newmont in Q2 2018 and has held it in 27 quarters since.
1,775 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.