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LRI Investments’s Newmont NEM Stock Holding History

LRI Investments’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 		$780K Buy
8,347
+2,232
+37% +$243K 0.06% 150
2026
Q1 		$662K Buy
6,115
+418
+7% +$48.2K 0.06% 151
2025
Q4 		$569K Buy
5,697
+36
+0.6% +$3.25K 0.05% 162
2025
Q3 		$477K Buy
5,661
+678
+14% +$47.3K 0.04% 184
2025
Q2 		$290K Sell
4,983
-1,224
-20% -$65.3K 0.02% 231
2025
Q1 		$300K Buy
6,207
+826
+15% +$36.3K 0.03% 214
2024
Q4 		$200K Buy
5,381
+1,050
+24% +$47.9K 0.02% 267
2024
Q3 		$176K Buy
4,331
+2,845
+191% +$141K 0.02% 307
2024
Q2 		$62.2K Buy
1,486
+786
+112% +$32.1K 0.01% 457
2024
Q1 		$25.1K Buy
+700
New +$24.1K 0.01% 346

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 $3.37T AUM 44.26% 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

LRI Investments's NEM Position: Q2 2026 in Review

LRI Investments increased its Newmont (NEM) stake by 37% in Q2 2026, buying an estimated $243K and bringing the position to 8,347 shares worth $780K. The position accounts for 0.06% of the portfolio, ranked #150.

LRI Investments first reported a position in NEM in Q1 2024 and has held it in 10 quarters since. 1,784 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • LRI Investments held 8,347 shares of Newmont worth $780K as of Q2 2026.
  • LRI Investments bought 2,232 Newmont shares in Q2 2026, an estimated $243K.
  • Newmont made up 0.06% of LRI Investments's portfolio in Q2 2026, its #150 holding.
  • LRI Investments first reported a position in Newmont in Q1 2024 and has held it in 10 quarters since.
  • 1,784 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.