Liberty Wealth Management’s Newmont NEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$271K Hold
2,501
0.03% 218
2026
Q1
$271K Sell
2,501
-388
-13% -$44.7K 0.03% 218
2025
Q4
$288K Hold
2,889
0.04% 198
2025
Q3
$244K Buy
+2,889
New +$201K 0.03% 210
2021
Q4
Sell
-1,396
Closed -$76K 764
2021
Q3
$76K Buy
1,396
+1,289
+1,205% +$76K 0.03% 339
2021
Q2
$7K Buy
107
+83
+346% +$5.56K ﹤0.01% 728
2021
Q1
$1K Hold
24
﹤0.01% 886
2020
Q4
$1K Buy
+24
New +$1.48K ﹤0.01% 887
2020
Q1
Sell
-50
Closed -$2K 949
2019
Q4
$2K Buy
+50
New +$1.95K ﹤0.01% 776

Other funds holding NEM

Liberty Wealth Management's NEM Position: Q2 2026 in Review

Liberty Wealth Management held its Newmont (NEM) position steady in Q2 2026 at 2,501 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #218.

Liberty Wealth Management first reported a position in NEM in Q4 2019 and has held it in 9 quarters since. The position peaked at $288K in Q4 2025. 1,775 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Liberty Wealth Management held 2,501 shares of Newmont worth $271K as of Q2 2026.
  • Liberty Wealth Management left its Newmont share count unchanged in Q2 2026.
  • Newmont made up 0.03% of Liberty Wealth Management's portfolio in Q2 2026, its #218 holding.
  • Liberty Wealth Management first reported a position in Newmont in Q4 2019 and has held it in 9 quarters since.
  • Liberty Wealth Management's Newmont position peaked at $288K in Q4 2025.
  • 1,775 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.