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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 $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 $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Perigon Wealth Management's NEM Position: Q2 2026 in Review

Perigon Wealth Management increased its Newmont (NEM) stake by 2.1% in Q2 2026, buying an estimated $85.6K and bringing the position to 38,198 shares worth $3.57M. The position accounts for 0.06% of the portfolio, ranked #289.

Perigon Wealth Management first reported a position in NEM in Q3 2019 and has held it in 28 quarters since. The position peaked at $4.05M in Q1 2026. 1,783 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Perigon Wealth Management held 38,198 shares of Newmont worth $3.57M as of Q2 2026.
  • Perigon Wealth Management bought 786 Newmont shares in Q2 2026, an estimated $85.6K.
  • Newmont made up 0.06% of Perigon Wealth Management's portfolio in Q2 2026, its #289 holding.
  • Perigon Wealth Management first reported a position in Newmont in Q3 2019 and has held it in 28 quarters since.
  • Perigon Wealth Management's Newmont position peaked at $4.05M in Q1 2026.
  • 1,783 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.