Nelson Capital Management’s Newmont NEM Stock Holding History

Nelson Capital 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 Q3	$529K	Sell	4,590 -113	-2%	-$12.6K	0.05%	86
2026 Q2	$439K	Buy	4,703 +1,754	+59%	+$191K	0.05%	90
2026 Q1	$319K	Hold	2,949	–	–	0.04%	99
2025 Q4	$294K	Sell	2,949 -1,000	-25%	-$90.4K	0.03%	100
2025 Q3	$333K	Hold	3,949	–	–	0.04%	96
2025 Q2	$230K	Buy	+3,949	New	+$211K	0.03%	97
2024 Q4	–	Sell	-3,949	Closed	-$211K	–	113
2024 Q3	$211K	Buy	+3,949	New	+$196K	0.04%	103
2022 Q4	–	Sell	-72,547	Closed	-$3.05M	–	98
2022 Q3	$3.05M	Buy	72,547 +11,024	+18%	+$515K	0.9%	43
2022 Q2	$3.67M	Buy	61,523 +16,562	+37%	+$1.17M	1.01%	36
2022 Q1	$3.57M	Buy	+44,961	New	+$3.04M	0.7%	48

Other funds holding NEM

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Nelson Capital Management's NEM Position: Q3 2026 in Review

Nelson Capital Management reduced its Newmont (NEM) stake by 2.4% in Q3 2026, selling an estimated $12.6K and leaving 4,590 shares worth $529K. The position accounts for 0.05% of the portfolio, ranked #86.

Nelson Capital Management first reported a position in NEM in Q1 2022 and has held it in 10 quarters since. The position peaked at $3.67M in Q2 2022. 1,594 funds tracked by Wall St. Rank hold NEM as of Q3 2026.

Nelson Capital Management held 4,590 shares of Newmont worth $529K as of Q3 2026.
Nelson Capital Management sold 113 Newmont shares in Q3 2026, an estimated $12.6K.
Newmont made up 0.05% of Nelson Capital Management's portfolio in Q3 2026, its #86 holding.
Nelson Capital Management first reported a position in Newmont in Q1 2022 and has held it in 10 quarters since.
Nelson Capital Management's Newmont position peaked at $3.67M in Q2 2022.
1,594 funds tracked by Wall St. Rank held Newmont as of Q3 2026.

Based on Nelson Capital Management's 13F filing for Q3 2026, filed 9 Nov 2026.