LVM Capital Management’s Newmont NEM Stock Holding History

LVM Capital Management’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
2025 Q3	–	Sell	-10,665	Closed	-$621K	–	167
2025 Q2	$621K	Buy	+10,665	New	+$569K	0.06%	98
2016 Q4	–	Sell	-61,040	Closed	-$1.55M	–	126
2016 Q3	$1.55M	Buy	+61,040	New	+$2.53M	0.5%	39
2014 Q4	–	Sell	-39,780	Closed	-$917K	–	122
2014 Q3	$917K	Sell	39,780 -21,260	-35%	-$542K	0.3%	49
2014 Q2	$1.55M	Sell	61,040 -2,200	-3%	-$53K	0.5%	39
2014 Q1	$1.48M	Sell	63,240 -18,950	-23%	-$451K	0.52%	40
2013 Q4	$1.89M	Sell	82,190 -127,125	-61%	-$3.26M	0.67%	36
2013 Q3	$5.88M	Sell	209,315 -12,975	-6%	-$385K	2.21%	21
2013 Q2	$6.66M	Buy	+222,290	New	+$7.46M	2.65%	13

Other funds holding NEM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LVM Capital Management's NEM Position: Q3 2025 in Review

LVM Capital Management sold out of Newmont (NEM) in Q3 2025, closing a stake of 10,665 shares — an estimated $621K sold.

LVM Capital Management first reported a position in NEM in Q2 2013 and held it in 8 quarters. The position peaked at $6.66M in Q2 2013. 1,531 funds tracked by Wall St. Rank hold NEM as of Q3 2025.

LVM Capital Management reported no remaining Newmont position as of Q3 2025 after selling out during the quarter.
LVM Capital Management sold 10,665 Newmont shares in Q3 2025, an estimated $621K.
LVM Capital Management first reported a position in Newmont in Q2 2013 and held it in 8 quarters.
LVM Capital Management's Newmont position peaked at $6.66M in Q2 2013.
1,531 funds tracked by Wall St. Rank held Newmont as of Q3 2025.

Based on LVM Capital Management's 13F filing for Q3 2025, filed 9 Oct 2025.