Midwest Trust’s Newmont NEM Stock Holding History

Midwest Trust’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	$6.37M	Sell	68,195 -1,776	-3%	-$193K	0.07%	195
2026 Q1	$7.57M	Sell	69,971 -2,530	-3%	-$292K	0.09%	171
2025 Q4	$7.24M	Sell	72,501 -1,819	-2%	-$164K	0.09%	175
2025 Q3	$6.27M	Sell	74,320 -1,614	-2%	-$113K	0.08%	188
2025 Q2	$4.42M	Buy	+75,934	New	+$4.05M	0.06%	214

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

Midwest Trust's NEM Position: Q2 2026 in Review

Midwest Trust reduced its Newmont (NEM) stake by 2.5% in Q2 2026, selling an estimated $193K and leaving 68,195 shares worth $6.37M. The position accounts for 0.07% of the portfolio, ranked #195.

Midwest Trust first reported a position in NEM in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.57M in Q1 2026. 1,783 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

Midwest Trust held 68,195 shares of Newmont worth $6.37M as of Q2 2026.
Midwest Trust sold 1,776 Newmont shares in Q2 2026, an estimated $193K.
Newmont made up 0.07% of Midwest Trust's portfolio in Q2 2026, its #195 holding.
Midwest Trust first reported a position in Newmont in Q2 2025 and has held it in 5 quarters since.
Midwest Trust's Newmont position peaked at $7.57M in Q1 2026.
1,783 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.