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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
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 $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

Peterson Wealth Services's NEM Position: Q1 2026 in Review

Peterson Wealth Services increased its Newmont (NEM) stake by 12% in Q1 2026, buying an estimated $38.8K and bringing the position to 3,061 shares worth $331K. The position accounts for 0.08% of the portfolio, ranked #107.

Peterson Wealth Services first reported a position in NEM in Q3 2024 and has held it in 7 quarters since. 1,828 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

  • Peterson Wealth Services held 3,061 shares of Newmont worth $331K as of Q1 2026.
  • Peterson Wealth Services bought 337 Newmont shares in Q1 2026, an estimated $38.8K.
  • Newmont made up 0.08% of Peterson Wealth Services's portfolio in Q1 2026, its #107 holding.
  • Peterson Wealth Services first reported a position in Newmont in Q3 2024 and has held it in 7 quarters since.
  • 1,828 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on Peterson Wealth Services's 13F filing for Q1 2026, filed 30 Apr 2026.