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Legacy Financial Advisors’s Newmont NEM Stock Holding History

Legacy Financial Advisors’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 		$653K Sell
6,996
-1,258
-15% -$137K 0.08% 196
2026
Q1 		$893K Buy
8,254
+302
+4% +$34.8K 0.12% 148
2025
Q4 		$794K Buy
7,952
+3,236
+69% +$292K 0.11% 159
2025
Q3 		$398K Buy
+4,716
New +$329K 0.05% 265
2019
Q2 		– Sell
-311
Closed -$11K – 626
2019
Q1 		$11K Sell
311
-169
-35% -$5.72K ﹤0.01% 600
2018
Q4 		$17K Buy
+480
New +$15.6K 0.01% 444

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 $3.38T AUM 44.17% 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 Financial Advisors's NEM Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Newmont (NEM) stake by 15% in Q2 2026, selling an estimated $137K and leaving 6,996 shares worth $653K. The position accounts for 0.08% of the portfolio, ranked #196.

Legacy Financial Advisors first reported a position in NEM in Q4 2018 and has held it in 6 quarters since. The position peaked at $893K in Q1 2026. 1,788 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Legacy Financial Advisors held 6,996 shares of Newmont worth $653K as of Q2 2026.
  • Legacy Financial Advisors sold 1,258 Newmont shares in Q2 2026, an estimated $137K.
  • Newmont made up 0.08% of Legacy Financial Advisors's portfolio in Q2 2026, its #196 holding.
  • Legacy Financial Advisors first reported a position in Newmont in Q4 2018 and has held it in 6 quarters since.
  • Legacy Financial Advisors's Newmont position peaked at $893K in Q1 2026.
  • 1,788 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.