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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
2021
Q1 		– Sell
-3,600
Closed -$48K – 838
2020
Q4 		$48K Buy
3,600
+400
+13% +$24.6K 0.01% 754
2020
Q3 		$56K Buy
3,200
+1,800
+129% +$117K 0.01% 380
2020
Q2 		$25K Buy
+1,400
New +$82.9K ﹤0.01% 357

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.