Shepherd Kaplan Krochuk’s Newmont NEM Stock Holding History

Shepherd Kaplan Krochuk’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
2022 Q2	–	Sell	-2,400	Closed	-$191K	–	200
2022 Q1	$191K	Buy	+2,400	New	+$162K	0.07%	164
2021 Q4	–	Sell	-2,400	Closed	-$130K	–	203
2021 Q3	$130K	Hold	2,400	–	–	0.05%	178
2021 Q2	$152K	Buy	+2,400	New	+$161K	0.05%	177

Other funds holding NEM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Shepherd Kaplan Krochuk's NEM Position: Q2 2026 in Review

Shepherd Kaplan Krochuk held its Newmont (NEM) position steady in Q2 2026 at 10,921 shares worth $1.02M. The position accounts for 0.81% of the portfolio, ranked #31.

Shepherd Kaplan Krochuk first reported a position in NEM in Q2 2013 and has held it in 31 quarters since. The position peaked at $1.18M in Q1 2026. 1,784 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

Shepherd Kaplan Krochuk held 10,921 shares of Newmont worth $1.02M as of Q2 2026.
Shepherd Kaplan Krochuk left its Newmont share count unchanged in Q2 2026.
Newmont made up 0.81% of Shepherd Kaplan Krochuk's portfolio in Q2 2026, its #31 holding.
Shepherd Kaplan Krochuk first reported a position in Newmont in Q2 2013 and has held it in 31 quarters since.
Shepherd Kaplan Krochuk's Newmont position peaked at $1.18M in Q1 2026.
1,784 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Shepherd Kaplan Krochuk's 13F filing for Q2 2026, filed 14 Aug 2026.