Legacy Capital Group California’s Newmont NEM Stock Holding History

Legacy Capital Group California’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	$2.03M	Sell	18,714 -3,267	-15%	-$377K	0.77%	17
2025 Q4	$2.19M	Sell	21,981 -5,062	-19%	-$457K	0.53%	36
2025 Q3	$2.28M	Buy	27,043 +4,344	+19%	+$303K	0.58%	27
2025 Q2	$1.32M	Sell	22,699 -9,151	-29%	-$488K	0.37%	61
2025 Q1	$1.54M	Buy	31,850 +20,957	+192%	+$920K	0.54%	31
2024 Q4	$405K	Sell	10,893 -95	-0.9%	-$4.33K	0.12%	203
2024 Q3	$587K	Sell	10,988 -379	-3%	-$18.8K	0.2%	150
2024 Q2	$476K	Buy	11,367 +126	+1%	+$5.15K	0.17%	172
2024 Q1	$403K	Buy	11,241 +6,127	+120%	+$211K	0.15%	190
2023 Q4	$212K	Buy	+5,114	New	+$197K	0.08%	267
2023 Q3	–	Sell	-5,074	Closed	-$216K	–	291
2023 Q2	$216K	Buy	5,074 +129	+3%	+$5.86K	0.09%	249
2023 Q1	$242K	Buy	+4,945	New	+$240K	0.12%	211

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

Legacy Capital Group California's NEM Position: Q1 2026 in Review

Legacy Capital Group California reduced its Newmont (NEM) stake by 15% in Q1 2026, selling an estimated $377K and leaving 18,714 shares worth $2.03M. The position accounts for 0.77% of the portfolio, ranked #17.

Legacy Capital Group California first reported a position in NEM in Q1 2023 and has held it in 12 quarters since. The position peaked at $2.28M in Q3 2025. 1,828 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

Legacy Capital Group California held 18,714 shares of Newmont worth $2.03M as of Q1 2026.
Legacy Capital Group California sold 3,267 Newmont shares in Q1 2026, an estimated $377K.
Newmont made up 0.77% of Legacy Capital Group California's portfolio in Q1 2026, its #17 holding.
Legacy Capital Group California first reported a position in Newmont in Q1 2023 and has held it in 12 quarters since.
Legacy Capital Group California's Newmont position peaked at $2.28M in Q3 2025.
1,828 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.