LFA
NEM icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Legacy Financial Advisors's NEM Position: Q1 2026 in Review

Legacy Financial Advisors increased its Newmont (NEM) stake by 3.8% in Q1 2026, buying an estimated $34.8K and bringing the position to 8,254 shares worth $893K. The position accounts for 0.12% of the portfolio, ranked #148.

Legacy Financial Advisors first reported a position in NEM in Q4 2018 and has held it in 5 quarters since. 1,830 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

  • Legacy Financial Advisors held 8,254 shares of Newmont worth $893K as of Q1 2026.
  • Legacy Financial Advisors bought 302 Newmont shares in Q1 2026, an estimated $34.8K.
  • Newmont made up 0.12% of Legacy Financial Advisors's portfolio in Q1 2026, its #148 holding.
  • Legacy Financial Advisors first reported a position in Newmont in Q4 2018 and has held it in 5 quarters since.
  • 1,830 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.