Meridian Wealth Management’s Newmont NEM Stock Holding History

Meridian Wealth 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
2026 Q1	$732K	Sell	6,761 -394	-6%	-$45.4K	0.03%	418
2025 Q4	$714K	Buy	7,155 +1,470	+26%	+$133K	0.03%	413
2025 Q3	$479K	Sell	5,685 -755	-12%	-$52.7K	0.02%	483
2025 Q2	$375K	Sell	6,440 -5,498	-46%	-$293K	0.02%	516
2025 Q1	$576K	Sell	11,938 -108	-0.9%	-$4.74K	0.03%	384
2024 Q4	$448K	Sell	12,046 -642	-5%	-$29.3K	0.02%	430
2024 Q3	$678K	Buy	+12,688	New	+$630K	0.03%	358
2024 Q2	–	Sell	-11,773	Closed	-$422K	–	459
2024 Q1	$422K	Buy	11,773 +2,684	+30%	+$92.5K	0.07%	147
2023 Q4	$376K	Sell	9,089 -8,995	-50%	-$347K	0.02%	438
2023 Q3	$668K	Buy	18,084 +8,139	+82%	+$331K	0.04%	306
2023 Q2	$424K	Sell	9,945 -100	-1%	-$4.54K	0.04%	357
2023 Q1	$492K	Buy	10,045 +32	+0.3%	+$1.55K	0.04%	322
2022 Q4	$473K	Sell	10,013 -454	-4%	-$20.3K	0.05%	319
2022 Q3	$440K	Sell	10,467 -8,968	-46%	-$419K	0.05%	298
2022 Q2	$1.16M	Buy	+19,435	New	+$1.38M	0.09%	223
2018 Q3	–	Sell	-6,250	Closed	-$236K	–	191
2018 Q2	$236K	Buy	+6,250	New	+$246K	0.11%	157

Other funds holding NEM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Meridian Wealth Management's NEM Position: Q1 2026 in Review

Meridian Wealth Management reduced its Newmont (NEM) stake by 5.5% in Q1 2026, selling an estimated $45.4K and leaving 6,761 shares worth $732K. The position accounts for 0.03% of the portfolio, ranked #418.

Meridian Wealth Management first reported a position in NEM in Q2 2018 and has held it in 16 quarters since. The position peaked at $1.16M in Q2 2022. 1,828 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

Meridian Wealth Management held 6,761 shares of Newmont worth $732K as of Q1 2026.
Meridian Wealth Management sold 394 Newmont shares in Q1 2026, an estimated $45.4K.
Newmont made up 0.03% of Meridian Wealth Management's portfolio in Q1 2026, its #418 holding.
Meridian Wealth Management first reported a position in Newmont in Q2 2018 and has held it in 16 quarters since.
Meridian Wealth Management's Newmont position peaked at $1.16M in Q2 2022.
1,828 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.