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Peterson Wealth Services’s Newmont NEM Stock Holding History

Peterson Wealth Services’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
Q2 		$284K Sell
3,038
-23
-0.8% -$2.5K 0.06% 116
2026
Q1 		$331K Buy
3,061
+337
+12% +$38.8K 0.08% 107
2025
Q4 		$272K Sell
2,724
-8,168
-75% -$738K 0.07% 103
2025
Q3 		$231K Buy
10,892
+7,249
+199% +$506K 0.06% 113
2025
Q2 		$212K Sell
3,643
-446
-11% -$23.8K 0.06% 116
2025
Q1 		$197K Sell
4,089
-54
-1% -$2.37K 0.06% 121
2024
Q4 		$154K Sell
4,143
-447
-10% -$20.4K 0.05% 130
2024
Q3 		$245K Buy
+4,590
New +$228K 0.08% 110

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

Peterson Wealth Services's NEM Position: Q2 2026 in Review

Peterson Wealth Services reduced its Newmont (NEM) stake by 0.75% in Q2 2026, selling an estimated $2.5K and leaving 3,038 shares worth $284K. The position accounts for 0.06% of the portfolio, ranked #116.

Peterson Wealth Services first reported a position in NEM in Q3 2024 and has held it in 8 quarters since. The position peaked at $331K in Q1 2026. 1,786 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Peterson Wealth Services held 3,038 shares of Newmont worth $284K as of Q2 2026.
  • Peterson Wealth Services sold 23 Newmont shares in Q2 2026, an estimated $2.5K.
  • Newmont made up 0.06% of Peterson Wealth Services's portfolio in Q2 2026, its #116 holding.
  • Peterson Wealth Services first reported a position in Newmont in Q3 2024 and has held it in 8 quarters since.
  • Peterson Wealth Services's Newmont position peaked at $331K in Q1 2026.
  • 1,786 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.