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Legacy Capital Wealth Management’s Newmont NEM Stock Holding History

Legacy Capital 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
Q2 		$3.5M Buy
37,477
+9,033
+32% +$984K 1.61% 28
2026
Q1 		$3.08M Sell
28,444
-12,222
-30% -$1.41M 1.77% 25
2025
Q4 		$4.06M Buy
+40,666
New +$3.67M 2.46% 10

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Legacy Capital Wealth Management's NEM Position: Q2 2026 in Review

Legacy Capital Wealth Management increased its Newmont (NEM) stake by 32% in Q2 2026, buying an estimated $984K and bringing the position to 37,477 shares worth $3.5M. The position accounts for 1.61% of the portfolio, ranked #28.

Legacy Capital Wealth Management first reported a position in NEM in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.06M in Q4 2025. 1,778 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Legacy Capital Wealth Management held 37,477 shares of Newmont worth $3.5M as of Q2 2026.
  • Legacy Capital Wealth Management bought 9,033 Newmont shares in Q2 2026, an estimated $984K.
  • Newmont made up 1.61% of Legacy Capital Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Legacy Capital Wealth Management first reported a position in Newmont in Q4 2025 and has held it in 3 quarters since.
  • Legacy Capital Wealth Management's Newmont position peaked at $4.06M in Q4 2025.
  • 1,778 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Legacy Capital Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.