Loring Wolcott & Coolidge Fiduciary Advisors’s Newmont NEM Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$128K	Sell	1,370 -45	-3%	-$4.9K	﹤0.01%	364
2026 Q1	$171K	Buy	1,415 +310	+28%	+$35.7K	﹤0.01%	325
2025 Q4	$140K	Hold	1,105	–	–	﹤0.01%	352
2025 Q3	$98.2K	Hold	1,105	–	–	﹤0.01%	376
2025 Q2	$64.4K	Sell	1,105 -300	-21%	-$16K	﹤0.01%	379
2025 Q1	$74.7K	Sell	1,405 -70	-5%	-$3.07K	﹤0.01%	355
2024 Q4	$61.3K	Sell	1,475 -800	-35%	-$36.5K	﹤0.01%	378
2024 Q3	$112K	Sell	2,275 -10	-0.4%	-$497	﹤0.01%	330
2024 Q2	$110K	Buy	2,285 +800	+54%	+$32.7K	﹤0.01%	326
2024 Q1	$55.6K	Hold	1,485	–	–	﹤0.01%	387
2023 Q4	$51.2K	Hold	1,485	–	–	﹤0.01%	398
2023 Q3	$56.4K	Hold	1,485	–	–	﹤0.01%	409
2023 Q2	$63.4K	Hold	1,485	–	–	﹤0.01%	405
2023 Q1	$72.8K	Hold	1,485	–	–	﹤0.01%	372
2022 Q4	$70.1K	Hold	1,485	–	–	﹤0.01%	372
2022 Q3	$62K	Hold	1,485	–	–	﹤0.01%	386
2022 Q2	$89K	Hold	1,485	–	–	﹤0.01%	368
2022 Q1	$118K	Sell	1,485 -244	-14%	-$16.5K	﹤0.01%	358
2021 Q4	$107K	Sell	1,729 -90	-5%	-$5.1K	﹤0.01%	380
2021 Q3	$99K	Sell	1,819 -1,597	-47%	-$94.2K	﹤0.01%	386
2021 Q2	$217K	Sell	3,416 -154	-4%	-$10.3K	﹤0.01%	305
2021 Q1	$215K	Buy	3,570 +1,351	+61%	+$80.8K	﹤0.01%	287
2020 Q4	$133K	Buy	2,219 +370	+20%	+$22.8K	﹤0.01%	316
2020 Q3	$117K	Hold	1,849	–	–	﹤0.01%	306
2020 Q2	$114K	Sell	1,849 -1,614	-47%	-$95.5K	﹤0.01%	295
2020 Q1	$157K	Sell	3,463 -2,465	-42%	-$111K	﹤0.01%	253
2019 Q4	$258K	Sell	5,928 -2,360	-28%	-$92.2K	﹤0.01%	247
2019 Q3	$314K	Buy	8,288 +4,904	+145%	+$191K	﹤0.01%	221
2019 Q2	$130K	Buy	3,384 +327	+11%	+$11.1K	﹤0.01%	308
2019 Q1	$109K	Buy	3,057 +57	+2%	+$1.93K	﹤0.01%	316
2018 Q4	$104K	Buy	+3,000	New	+$97.2K	﹤0.01%	317
2018 Q1	–	Sell	-600	Closed	-$23K	–	776
2017 Q4	$23K	Sell	600 -300	-33%	-$11K	﹤0.01%	507
2017 Q3	$34K	Hold	900	–	–	﹤0.01%	462
2017 Q2	$33K	Hold	900	–	–	﹤0.01%	451
2017 Q1	$30K	Hold	900	–	–	﹤0.01%	459
2016 Q4	$31K	Hold	900	–	–	﹤0.01%	437
2016 Q3	$35K	Hold	900	–	–	﹤0.01%	433
2016 Q2	$35K	Hold	900	–	–	﹤0.01%	431
2016 Q1	$24K	Hold	900	–	–	﹤0.01%	468
2015 Q4	$16K	Buy	900 +300	+50%	+$5.51K	﹤0.01%	528
2015 Q3	$14K	Hold	600	–	–	﹤0.01%	518
2015 Q2	$14K	Hold	600	–	–	﹤0.01%	518
2015 Q1	$13K	Hold	600	–	–	﹤0.01%	544
2014 Q4	$11K	Sell	600 -1,000	-63%	-$20.1K	﹤0.01%	547
2014 Q3	$37K	Sell	1,600 -1,678	-51%	-$42.8K	﹤0.01%	442
2014 Q2	$83K	Sell	3,278 -1,426	-30%	-$34.4K	﹤0.01%	381
2014 Q1	$110K	Sell	4,704 -86	-2%	-$2.05K	﹤0.01%	329
2013 Q4	$110K	Buy	4,790 +822	+21%	+$21.1K	﹤0.01%	318
2013 Q3	$112K	Hold	3,968	–	–	﹤0.01%	298
2013 Q2	$119K	Buy	+3,968	New	+$133K	﹤0.01%	306

Other funds holding NEM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's NEM Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors reduced its Newmont (NEM) stake by 3.2% in Q2 2026, selling an estimated $4.9K and leaving 1,370 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in NEM in Q2 2013 and has held it in 50 quarters since. The position peaked at $314K in Q3 2019. 1,775 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 1,370 shares of Newmont worth $128K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors sold 45 Newmont shares in Q2 2026, an estimated $4.9K.
Newmont made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #364 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Newmont in Q2 2013 and has held it in 50 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Newmont position peaked at $314K in Q3 2019.
1,775 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.