Soltis Investment Advisors’s Newmont NEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.29M Buy
35,270
+730
+2% +$79.5K 0.18% 121
2026
Q1
$3.74M Buy
34,540
+28,476
+470% +$3.28M 0.24% 107
2025
Q4
$606K Buy
6,064
+2,586
+74% +$234K 0.04% 293
2025
Q3
$293K Buy
+3,478
New +$243K 0.02% 380
2021
Q1
Sell
-6,596
Closed -$395K 229
2020
Q4
$395K Buy
+6,596
New +$406K 0.07% 165

Other funds holding NEM

Soltis Investment Advisors's NEM Position: Q2 2026 in Review

Soltis Investment Advisors increased its Newmont (NEM) stake by 2.1% in Q2 2026, buying an estimated $79.5K and bringing the position to 35,270 shares worth $3.29M. The position accounts for 0.18% of the portfolio, ranked #121.

Soltis Investment Advisors first reported a position in NEM in Q4 2020 and has held it in 5 quarters since. The position peaked at $3.74M in Q1 2026. 1,021 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Soltis Investment Advisors held 35,270 shares of Newmont worth $3.29M as of Q2 2026.
  • Soltis Investment Advisors bought 730 Newmont shares in Q2 2026, an estimated $79.5K.
  • Newmont made up 0.18% of Soltis Investment Advisors's portfolio in Q2 2026, its #121 holding.
  • Soltis Investment Advisors first reported a position in Newmont in Q4 2020 and has held it in 5 quarters since.
  • Soltis Investment Advisors's Newmont position peaked at $3.74M in Q1 2026.
  • 1,021 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.