Larry Mathis Financial Planning’s Newmont NEM Stock Holding History

Larry Mathis Financial Planning’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	–	Sell	-5,580	Closed	-$604K	–	172
2026 Q1	$604K	Sell	5,580 -116	-2%	-$13.4K	0.54%	43
2025 Q4	$569K	Buy	+5,696	New	+$515K	0.5%	55

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

Larry Mathis Financial Planning's NEM Position: Q2 2026 in Review

Larry Mathis Financial Planning sold out of Newmont (NEM) in Q2 2026, closing a stake of 5,580 shares — an estimated $604K sold.

Larry Mathis Financial Planning first reported a position in NEM in Q4 2025 and held it in 2 quarters. The position peaked at $604K in Q1 2026. 1,771 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

Larry Mathis Financial Planning reported no remaining Newmont position as of Q2 2026 after selling out during the quarter.
Larry Mathis Financial Planning sold 5,580 Newmont shares in Q2 2026, an estimated $604K.
Larry Mathis Financial Planning first reported a position in Newmont in Q4 2025 and held it in 2 quarters.
Larry Mathis Financial Planning's Newmont position peaked at $604K in Q1 2026.
1,771 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.