Jeppson Wealth Management
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Jeppson Wealth Management’s Newmont NEM Stock Holding History

Jeppson 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
Q3 		$699K Buy
6,059
+525
+9% +$58.8K 0.2% 112
2026
Q2 		$517K Buy
5,534
+1,216
+28% +$132K 0.15% 133
2026
Q1 		$467K Sell
4,318
-25
-0.6% -$2.88K 0.15% 129
2025
Q4 		$434K Hold
4,343
– – 0.14% 136
2025
Q3 		$366K Hold
4,343
– – 0.12% 154
2025
Q2 		$253K Buy
4,343
+100
+2% +$5.34K 0.09% 184
2025
Q1 		$205K Buy
+4,243
New +$186K 0.08% 194
2024
Q4 		– Sell
-4,043
Closed -$216K – 203
2024
Q3 		$216K Buy
+4,043
New +$201K 0.08% 188
2024
Q1 		– Sell
-8,716
Closed -$361K – 214
2023
Q4 		$361K Sell
8,716
-3,498
-29% -$135K 0.15% 139
2023
Q3 		$451K Buy
12,214
+1,752
+17% +$71.2K 0.21% 115
2023
Q2 		$446K Buy
10,462
+464
+5% +$21.1K 0.19% 115
2023
Q1 		$490K Buy
9,998
+216
+2% +$10.5K 0.21% 112
2022
Q4 		$462K Sell
9,782
-828
-8% -$37K 0.19% 116
2022
Q3 		$446K Buy
10,610
+1,760
+20% +$82.2K 0.2% 106
2022
Q2 		$528K Sell
8,850
-45
-0.5% -$3.18K 0.23% 98
2022
Q1 		$706K Sell
8,895
-28
-0.3% -$1.89K 0.33% 73
2021
Q4 		$553K Sell
8,923
-1,044
-10% -$59.2K 0.27% 86
2021
Q3 		$541K Buy
9,967
+1,257
+14% +$74.1K 0.28% 79
2021
Q2 		$552K Sell
8,710
-50
-0.6% -$3.35K 0.3% 75
2021
Q1 		$527K Buy
8,760
+2,290
+35% +$137K 0.31% 72
2020
Q4 		$387K Buy
6,470
+3,740
+137% +$230K 0.26% 90
2020
Q3 		$173K Buy
+2,730
New +$178K 0.14% 124

Other funds holding NEM

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Jeppson Wealth Management's NEM Position: Q3 2026 in Review

Jeppson Wealth Management increased its Newmont (NEM) stake by 9.5% in Q3 2026, buying an estimated $58.8K and bringing the position to 6,059 shares worth $699K. The position accounts for 0.2% of the portfolio, ranked #112.

Jeppson Wealth Management first reported a position in NEM in Q3 2020 and has held it in 22 quarters since. The position peaked at $706K in Q1 2022. 1,420 funds tracked by Wall St. Rank hold NEM as of Q3 2026.

  • Jeppson Wealth Management held 6,059 shares of Newmont worth $699K as of Q3 2026.
  • Jeppson Wealth Management bought 525 Newmont shares in Q3 2026, an estimated $58.8K.
  • Newmont made up 0.2% of Jeppson Wealth Management's portfolio in Q3 2026, its #112 holding.
  • Jeppson Wealth Management first reported a position in Newmont in Q3 2020 and has held it in 22 quarters since.
  • Jeppson Wealth Management's Newmont position peaked at $706K in Q1 2022.
  • 1,420 funds tracked by Wall St. Rank held Newmont as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.