LVW Advisors
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LVW Advisors’s Newmont NEM Stock Holding History

LVW 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
Q3 		$889K Sell
7,711
-202
-3% -$22.6K 0.07% 168
2026
Q2 		$739K Buy
7,913
+1,550
+24% +$169K 0.06% 166
2026
Q1 		$689K Buy
6,363
+4,033
+173% +$465K 0.07% 155
2025
Q4 		$233K Buy
+2,330
New +$211K 0.02% 314
2024
Q4 		– Sell
-4,426
Closed -$237K – 324
2024
Q3 		$237K Buy
+4,426
New +$220K 0.03% 277

Other funds holding NEM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

LVW Advisors's NEM Position: Q3 2026 in Review

LVW Advisors reduced its Newmont (NEM) stake by 2.6% in Q3 2026, selling an estimated $22.6K and leaving 7,711 shares worth $889K. The position accounts for 0.07% of the portfolio, ranked #168.

LVW Advisors first reported a position in NEM in Q3 2024 and has held it in 5 quarters since. 699 funds tracked by Wall St. Rank hold NEM as of Q3 2026.

  • LVW Advisors held 7,711 shares of Newmont worth $889K as of Q3 2026.
  • LVW Advisors sold 202 Newmont shares in Q3 2026, an estimated $22.6K.
  • Newmont made up 0.07% of LVW Advisors's portfolio in Q3 2026, its #168 holding.
  • LVW Advisors first reported a position in Newmont in Q3 2024 and has held it in 5 quarters since.
  • 699 funds tracked by Wall St. Rank held Newmont as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.