Orion Investment Company’s Newmont NEM Stock Holding History

Orion Investment Company’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	$3.04M	Sell	28,112 -60	-0.2%	-$6.92K	0.97%	27
2025 Q4	$2.81M	Buy	28,172 +252	+0.9%	+$22.8K	0.86%	30
2025 Q3	$2.35M	Buy	27,920 +1,505	+6%	+$105K	0.75%	29
2025 Q2	$1.54M	Buy	26,415 +825	+3%	+$44K	0.54%	34
2025 Q1	$1.24M	Buy	25,590 +14,314	+127%	+$628K	0.51%	36
2024 Q4	$420K	Sell	11,276 -560	-5%	-$25.5K	0.17%	52
2024 Q3	$633K	Sell	11,836 -15	-0.1%	-$745	0.25%	44
2024 Q2	$496K	Buy	+11,851	New	+$485K	0.2%	46

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

Orion Investment Company's NEM Position: Q1 2026 in Review

Orion Investment Company reduced its Newmont (NEM) stake by 0.21% in Q1 2026, selling an estimated $6.92K and leaving 28,112 shares worth $3.04M. The position accounts for 0.97% of the portfolio, ranked #27.

Orion Investment Company first reported a position in NEM in Q2 2024 and has held it in 8 quarters since. 1,829 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

Orion Investment Company held 28,112 shares of Newmont worth $3.04M as of Q1 2026.
Orion Investment Company sold 60 Newmont shares in Q1 2026, an estimated $6.92K.
Newmont made up 0.97% of Orion Investment Company's portfolio in Q1 2026, its #27 holding.
Orion Investment Company first reported a position in Newmont in Q2 2024 and has held it in 8 quarters since.
1,829 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on Orion Investment Company's 13F filing for Q1 2026, filed 12 May 2026.