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Mark Sheptoff Financial Planning’s Harmony Gold Mining HMY Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio HMY Stock Details HMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-38,950
Closed -$775K – 543
2025
Q4 		$775K Buy
+38,950
New +$727K 0.37% 40

Other funds holding HMY

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Mark Sheptoff Financial Planning's HMY Position: Q1 2026 in Review

Mark Sheptoff Financial Planning sold out of Harmony Gold Mining (HMY) in Q1 2026, closing a stake of 38,950 shares — an estimated $775K sold.

Mark Sheptoff Financial Planning first reported a position in HMY in Q4 2025 and held it in 1 quarter. The position peaked at $775K in Q4 2025. 239 funds tracked by Wall St. Rank hold HMY as of Q1 2026.

  • Mark Sheptoff Financial Planning reported no remaining Harmony Gold Mining position as of Q1 2026 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 38,950 Harmony Gold Mining shares in Q1 2026, an estimated $775K.
  • Mark Sheptoff Financial Planning first reported a position in Harmony Gold Mining in Q4 2025 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Harmony Gold Mining position peaked at $775K in Q4 2025.
  • 239 funds tracked by Wall St. Rank held Harmony Gold Mining as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.