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Journey Strategic Wealth’s Newmont NEM Stock Holding History

Journey Strategic Wealth’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 		$840K Buy
7,756
+1,421
+22% +$164K 0.02% 217
2025
Q4 		$633K Buy
6,335
+885
+16% +$80K 0.02% 257
2025
Q3 		$460K Buy
+5,450
New +$380K 0.01% 321

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Journey Strategic Wealth's NEM Position: Q1 2026 in Review

Journey Strategic Wealth increased its Newmont (NEM) stake by 22% in Q1 2026, buying an estimated $164K and bringing the position to 7,756 shares worth $840K. The position accounts for 0.02% of the portfolio, ranked #217.

Journey Strategic Wealth first reported a position in NEM in Q3 2025 and has held it in 3 quarters since. 1,844 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

  • Journey Strategic Wealth held 7,756 shares of Newmont worth $840K as of Q1 2026.
  • Journey Strategic Wealth bought 1,421 Newmont shares in Q1 2026, an estimated $164K.
  • Newmont made up 0.02% of Journey Strategic Wealth's portfolio in Q1 2026, its #217 holding.
  • Journey Strategic Wealth first reported a position in Newmont in Q3 2025 and has held it in 3 quarters since.
  • 1,844 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.