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Perigon Wealth Management’s Newmont NEM Stock Holding History

Perigon 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 		$4.05M Sell
37,412
-1,477
-4% -$170K 0.07% 250
2025
Q4 		$3.88M Buy
38,889
+512
+1% +$46.3K 0.07% 250
2025
Q3 		$3.24M Buy
38,377
+9,547
+33% +$666K 0.07% 264
2025
Q2 		$1.68M Buy
28,830
+4,897
+20% +$261K 0.04% 369
2025
Q1 		$1.16M Buy
23,933
+781
+3% +$34.3K 0.03% 418
2024
Q4 		$964K Sell
23,152
-7,195
-24% -$328K 0.02% 454
2024
Q3 		$1.62M Buy
30,347
+5,694
+23% +$283K 0.04% 322
2024
Q2 		$1.03M Buy
24,653
+3,454
+16% +$141K 0.03% 369
2024
Q1 		$760K Buy
21,199
+435
+2% +$15K 0.02% 434
2023
Q4 		$859K Buy
20,764
+2,495
+14% +$96.3K 0.03% 372
2023
Q3 		$675K Sell
18,269
-2,617
-13% -$106K 0.03% 382
2023
Q2 		$891K Buy
20,886
+2,147
+11% +$97.5K 0.04% 340
2023
Q1 		$919K Buy
18,739
+2,314
+14% +$112K 0.05% 285
2022
Q4 		$775K Sell
16,425
-6,254
-28% -$279K 0.05% 317
2022
Q3 		$953K Sell
22,679
-8,168
-26% -$382K 0.08% 208
2022
Q2 		$1.84M Sell
30,847
-1,324
-4% -$93.7K 0.15% 135
2022
Q1 		$2.56M Buy
32,171
+2,200
+7% +$149K 0.18% 109
2021
Q4 		$1.86M Sell
29,971
-447
-1% -$25.3K 0.13% 140
2021
Q3 		$1.65M Buy
30,418
+433
+1% +$25.5K 0.14% 130
2021
Q2 		$1.9M Sell
29,985
-394
-1% -$26.4K 0.17% 118
2021
Q1 		$1.83M Buy
30,379
+887
+3% +$53.1K 0.19% 110
2020
Q4 		$1.77M Buy
29,492
+3,125
+12% +$193K 0.21% 87
2020
Q3 		$1.67M Buy
26,367
+2,950
+13% +$192K 0.23% 79
2020
Q2 		$1.45M Buy
23,417
+1,000
+4% +$59.2K 0.23% 84
2020
Q1 		$1.28M Buy
22,417
+12,147
+118% +$548K 0.24% 83
2019
Q4 		$444K Buy
10,270
+4,852
+90% +$190K 0.09% 153
2019
Q3 		$204K Buy
+5,418
New +$210K 0.05% 227

Other funds holding NEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Perigon Wealth Management reduced its Newmont (NEM) stake by 3.8% in Q1 2026, selling an estimated $170K and leaving 37,412 shares worth $4.05M. The position accounts for 0.07% of the portfolio, ranked #250.

Perigon Wealth Management first reported a position in NEM in Q3 2019 and has held it in 27 quarters since. 1,828 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

  • Perigon Wealth Management held 37,412 shares of Newmont worth $4.05M as of Q1 2026.
  • Perigon Wealth Management sold 1,477 Newmont shares in Q1 2026, an estimated $170K.
  • Newmont made up 0.07% of Perigon Wealth Management's portfolio in Q1 2026, its #250 holding.
  • Perigon Wealth Management first reported a position in Newmont in Q3 2019 and has held it in 27 quarters since.
  • 1,828 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.