Live Oak Private Wealth’s Newmont NEM Stock Holding History

Live Oak Private Wealth’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	$13.3M	Sell	123,029 -20,775	-14%	-$2.39M	1.86%	14
2025 Q4	$14.4M	Sell	143,804 -1,439	-1%	-$130K	1.96%	14
2025 Q3	$12.2M	Buy	145,243 +401	+0.3%	+$28K	1.71%	15
2025 Q2	$8.44M	Buy	144,842 +207	+0.1%	+$11.1K	1.26%	29
2025 Q1	$6.98M	Buy	144,635 +7,541	+6%	+$331K	1.13%	34
2024 Q4	$5.1M	Sell	137,094 -48	-0%	-$2.19K	0.86%	45
2024 Q3	$7.33M	Buy	137,142 +789	+0.6%	+$39.2K	1.19%	33
2024 Q2	$5.71M	Sell	136,353 -512	-0.4%	-$20.9K	0.98%	43
2024 Q1	$4.91M	Buy	+136,865	New	+$4.72M	0.85%	45

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

Live Oak Private Wealth's NEM Position: Q1 2026 in Review

Live Oak Private Wealth reduced its Newmont (NEM) stake by 14% in Q1 2026, selling an estimated $2.39M and leaving 123,029 shares worth $13.3M. The position accounts for 1.86% of the portfolio, ranked #14.

Live Oak Private Wealth first reported a position in NEM in Q1 2024 and has held it in 9 quarters since. The position peaked at $14.4M in Q4 2025. 1,828 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

Live Oak Private Wealth held 123,029 shares of Newmont worth $13.3M as of Q1 2026.
Live Oak Private Wealth sold 20,775 Newmont shares in Q1 2026, an estimated $2.39M.
Newmont made up 1.86% of Live Oak Private Wealth's portfolio in Q1 2026, its #14 holding.
Live Oak Private Wealth first reported a position in Newmont in Q1 2024 and has held it in 9 quarters since.
Live Oak Private Wealth's Newmont position peaked at $14.4M in Q4 2025.
1,828 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.