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Jacobsen Capital Management’s Newmont NEM Stock Holding History

Jacobsen Capital 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 		$305K Sell
3,264
-214
-6% -$23.3K 0.09% 89
2026
Q1 		$376K Buy
3,478
+1,377
+66% +$159K 0.13% 71
2025
Q4 		$210K Buy
+2,101
New +$190K 0.07% 118
2025
Q2 		– Sell
-12,351
Closed -$596K – 120
2025
Q1 		$596K Buy
12,351
+736
+6% +$32.3K 0.26% 40
2024
Q4 		$432K Sell
11,615
-764
-6% -$34.8K 0.18% 43
2024
Q3 		$662K Buy
12,379
+120
+1% +$5.96K 0.28% 37
2024
Q2 		$513K Buy
12,259
+1,223
+11% +$50K 0.23% 43
2024
Q1 		$396K Sell
11,036
-805
-7% -$27.7K 0.18% 48
2023
Q4 		$490K Buy
11,841
+368
+3% +$14.2K 0.25% 38
2023
Q3 		$424K Buy
11,473
+739
+7% +$30K 0.23% 45
2023
Q2 		$458K Sell
10,734
-169
-2% -$7.67K 0.24% 41
2023
Q1 		$534K Buy
10,903
+343
+3% +$16.6K 0.29% 37
2022
Q4 		$498K Hold
10,560
– – 0.27% 44
2022
Q3 		$444K Buy
10,560
+12
+0.1% +$561 0.25% 43
2022
Q2 		$629K Hold
10,548
– – 0.33% 41
2022
Q1 		$838K Hold
10,548
– – 0.38% 38
2021
Q4 		$654K Buy
10,548
+94
+0.9% +$5.33K 0.31% 43
2021
Q3 		$568K Buy
10,454
+105
+1% +$6.19K 0.29% 44
2021
Q2 		$656K Buy
10,349
+89
+0.9% +$5.96K 0.33% 43
2021
Q1 		$618K Buy
10,260
+91
+0.9% +$5.44K 0.34% 44
2020
Q4 		$609K Buy
10,169
+66
+0.7% +$4.07K 0.36% 46
2020
Q3 		$641K Buy
10,103
+41
+0.4% +$2.67K 0.45% 42
2020
Q2 		$621K Buy
+10,062
New +$596K 0.47% 40

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Jacobsen Capital Management's NEM Position: Q2 2026 in Review

Jacobsen Capital Management reduced its Newmont (NEM) stake by 6.2% in Q2 2026, selling an estimated $23.3K and leaving 3,264 shares worth $305K. The position accounts for 0.09% of the portfolio, ranked #89.

Jacobsen Capital Management first reported a position in NEM in Q2 2020 and has held it in 23 quarters since. The position peaked at $838K in Q1 2022. 1,775 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Jacobsen Capital Management held 3,264 shares of Newmont worth $305K as of Q2 2026.
  • Jacobsen Capital Management sold 214 Newmont shares in Q2 2026, an estimated $23.3K.
  • Newmont made up 0.09% of Jacobsen Capital Management's portfolio in Q2 2026, its #89 holding.
  • Jacobsen Capital Management first reported a position in Newmont in Q2 2020 and has held it in 23 quarters since.
  • Jacobsen Capital Management's Newmont position peaked at $838K in Q1 2022.
  • 1,775 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

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