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Mowery & Schoenfeld Wealth Management’s Newmont NEM Stock Holding History

Mowery & Schoenfeld 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 		– Sell
-120
Closed -$12K – 449
2025
Q4 		$12K Buy
+120
New +$10.8K 0.02% 225
2025
Q1 		– Sell
-186
Closed -$6.92K – 534
2024
Q4 		$6.92K Buy
+186
New +$8.48K 0.01% 268

Other funds holding NEM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's NEM Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Newmont (NEM) in Q1 2026, closing a stake of 120 shares — an estimated $12K sold.

Mowery & Schoenfeld Wealth Management first reported a position in NEM in Q4 2024 and held it in 2 quarters. The position peaked at $12K in Q4 2025. 1,844 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Newmont position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 120 Newmont shares in Q1 2026, an estimated $12K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Newmont in Q4 2024 and held it in 2 quarters.
  • Mowery & Schoenfeld Wealth Management's Newmont position peaked at $12K in Q4 2025.
  • 1,844 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.