SMART Wealth’s Newmont NEM Stock Holding History

SMART Wealth’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	–	Sell	-8,261	Closed	-$825K	–	222
2025 Q4	$825K	Buy	8,261 +661	+9%	+$59.7K	0.25%	91
2025 Q3	$641K	Buy	+7,600	New	+$530K	0.24%	81

Other funds holding NEM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SMART Wealth's NEM Position: Q1 2026 in Review

SMART Wealth sold out of Newmont (NEM) in Q1 2026, closing a stake of 8,261 shares — an estimated $825K sold.

SMART Wealth first reported a position in NEM in Q3 2025 and held it in 2 quarters. The position peaked at $825K in Q4 2025. 1,830 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

SMART Wealth reported no remaining Newmont position as of Q1 2026 after selling out during the quarter.
SMART Wealth sold 8,261 Newmont shares in Q1 2026, an estimated $825K.
SMART Wealth first reported a position in Newmont in Q3 2025 and held it in 2 quarters.
SMART Wealth's Newmont position peaked at $825K in Q4 2025.
1,830 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.