Lee Financial’s Newmont NEM Stock Holding History

Lee Financial’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	$3.59M	Buy	33,135 +1,168	+4%	+$135K	0.51%	21
2025 Q4	$3.19M	Buy	31,967 +52	+0.2%	+$4.7K	0.43%	26
2025 Q3	$2.69M	Buy	31,915 +755	+2%	+$52.7K	0.34%	31
2025 Q2	$1.82M	Hold	31,160	–	–	0.26%	40
2025 Q1	$1.5M	Sell	31,160 -584	-2%	-$25.6K	0.23%	43
2024 Q4	$1.18M	Buy	31,744 +407	+1%	+$18.6K	0.17%	67
2024 Q3	$1.67M	Buy	31,337 +177	+0.6%	+$8.79K	0.24%	47
2024 Q2	$1.3M	Hold	31,160	–	–	0.21%	49
2024 Q1	$1.12M	Buy	31,160 +15,100	+94%	+$521K	0.19%	68
2023 Q4	$665K	Hold	16,060	–	–	0.12%	83
2023 Q3	$593K	Hold	16,060	–	–	0.11%	81
2023 Q2	$685K	Hold	16,060	–	–	0.12%	76
2023 Q1	$787K	Hold	16,060	–	–	0.14%	67
2022 Q4	$758K	Hold	16,060	–	–	0.13%	75
2022 Q3	$675K	Sell	16,060 -13	-0.1%	-$607	0.13%	78
2022 Q2	$959K	Buy	16,073 +13	+0.1%	+$920	0.18%	69
2022 Q1	$1.28M	Sell	16,060 -10	-0.1%	-$676	0.23%	57
2021 Q4	$997K	Buy	16,070 +10	+0.1%	+$567	0.19%	63
2021 Q3	$872K	Hold	16,060	–	–	0.18%	64
2021 Q2	$1.02M	Hold	16,060	–	–	0.22%	63
2021 Q1	$968K	Hold	16,060	–	–	0.23%	62
2020 Q4	$962K	Hold	16,060	–	–	0.25%	58
2020 Q3	$1.02M	Hold	16,060	–	–	0.28%	57
2020 Q2	$992K	Hold	16,060	–	–	0.28%	60
2020 Q1	$727K	Hold	16,060	–	–	0.24%	54
2019 Q4	$698K	Sell	16,060 -199	-1%	-$7.78K	0.15%	78
2019 Q3	$617K	Hold	16,259	–	–	0.14%	82
2019 Q2	$625K	Hold	16,259	–	–	0.14%	82
2019 Q1	$582K	Hold	16,259	–	–	0.14%	83
2018 Q4	$563K	Hold	16,259	–	–	0.15%	76
2018 Q3	$491K	Hold	16,259	–	–	0.12%	82
2018 Q2	$613K	Hold	16,259	–	–	0.14%	79
2018 Q1	$635K	Hold	16,259	–	–	0.16%	75
2017 Q4	$610K	Hold	16,259	–	–	0.18%	73
2017 Q3	$610K	Hold	16,259	–	–	0.2%	77
2017 Q2	$527K	Hold	16,259	–	–	0.19%	83
2017 Q1	$536K	Buy	16,259 +1,085	+7%	+$37.9K	0.21%	82
2016 Q4	$517K	Buy	+15,174	New	+$518K	0.29%	70

Other funds holding NEM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lee Financial's NEM Position: Q1 2026 in Review

Lee Financial increased its Newmont (NEM) stake by 3.7% in Q1 2026, buying an estimated $135K and bringing the position to 33,135 shares worth $3.59M. The position accounts for 0.51% of the portfolio, ranked #21.

Lee Financial first reported a position in NEM in Q4 2016 and has held it in 38 quarters since. 1,828 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

Lee Financial held 33,135 shares of Newmont worth $3.59M as of Q1 2026.
Lee Financial bought 1,168 Newmont shares in Q1 2026, an estimated $135K.
Newmont made up 0.51% of Lee Financial's portfolio in Q1 2026, its #21 holding.
Lee Financial first reported a position in Newmont in Q4 2016 and has held it in 38 quarters since.
1,828 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.