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 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

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

LVW Advisors's NEM Position: Q2 2026 in Review

LVW Advisors increased its Newmont (NEM) stake by 24% in Q2 2026, buying an estimated $169K and bringing the position to 7,913 shares worth $739K. The position accounts for 0.06% of the portfolio, ranked #166.

LVW Advisors first reported a position in NEM in Q3 2024 and has held it in 4 quarters since. 1,784 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

LVW Advisors held 7,913 shares of Newmont worth $739K as of Q2 2026.
LVW Advisors bought 1,550 Newmont shares in Q2 2026, an estimated $169K.
Newmont made up 0.06% of LVW Advisors's portfolio in Q2 2026, its #166 holding.
LVW Advisors first reported a position in Newmont in Q3 2024 and has held it in 4 quarters since.
1,784 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.