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Sound Income Strategies’s Newmont NEM Stock Holding History

Sound Income Strategies’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
Q3 		$360K Buy
3,119
+23
+0.7% +$2.58K 0.02% 338
2026
Q2 		$289K Buy
3,096
+508
+20% +$55.3K 0.01% 384
2026
Q1 		$294K Buy
2,588
+8
+0.3% +$922 0.01% 330
2025
Q4 		$294K Sell
2,580
-462
-15% -$41.7K 0.01% 327
2025
Q3 		$259K Buy
3,042
+399
+15% +$27.8K 0.01% 258
2025
Q2 		$154K Buy
2,643
+1,900
+256% +$101K 0.01% 319
2025
Q1 		$35.9K Hold
743
– – ﹤0.01% 583
2024
Q4 		$27.7K Hold
743
– – ﹤0.01% 609
2024
Q3 		$39.7K Hold
743
– – ﹤0.01% 496
2024
Q2 		$31.1K Buy
743
+624
+524% +$25.5K ﹤0.01% 533
2024
Q1 		$4.26K Hold
119
– – ﹤0.01% 933
2023
Q4 		$4.92K Buy
+119
New +$4.59K ﹤0.01% 901
2023
Q2 		– Hold
0
– – – 1105
2023
Q1 		– Sell
-9
Closed -$425 – 1111
2022
Q4 		$425 Hold
9
– – ﹤0.01% 926
2022
Q3 		$0 Sell
9
-9
-50% -$420 ﹤0.01% 944
2022
Q2 		$1K Hold
18
– – ﹤0.01% 823
2022
Q1 		$1K Buy
+18
New +$1.22K ﹤0.01% 816
2021
Q1 		– Sell
-69
Closed -$4K – 1021
2020
Q4 		$4K Buy
+69
New +$4.25K ﹤0.01% 621
2018
Q3 		– Sell
-8
Closed – – 801
2018
Q2 		$0 Buy
+8
New +$315 ﹤0.01% 726

Other funds holding NEM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
PBBUPS
PKO BP Bankowy Universal Pension Society Warsaw, Poland $340M AUM 228.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Sound Income Strategies's NEM Position: Q3 2026 in Review

Sound Income Strategies increased its Newmont (NEM) stake by 0.74% in Q3 2026, buying an estimated $2.58K and bringing the position to 3,119 shares worth $360K. The position accounts for 0.02% of the portfolio, ranked #338.

Sound Income Strategies first reported a position in NEM in Q2 2018 and has held it in 18 quarters since. 76 funds tracked by Wall St. Rank hold NEM as of Q3 2026.

  • Sound Income Strategies held 3,119 shares of Newmont worth $360K as of Q3 2026.
  • Sound Income Strategies bought 23 Newmont shares in Q3 2026, an estimated $2.58K.
  • Newmont made up 0.02% of Sound Income Strategies's portfolio in Q3 2026, its #338 holding.
  • Sound Income Strategies first reported a position in Newmont in Q2 2018 and has held it in 18 quarters since.
  • 76 funds tracked by Wall St. Rank held Newmont as of Q3 2026.

Based on Sound Income Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.