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Sowell Financial Services’s Newmont NEM Stock Holding History

Sowell Financial 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
Q2 		$2M Sell
21,457
-421
-2% -$45.9K 0.07% 313
2026
Q1 		$2.37M Sell
21,878
-10,934
-33% -$1.26M 0.09% 249
2025
Q4 		$3.28M Buy
32,812
+3,175
+11% +$287K 0.12% 175
2025
Q3 		$2.5M Buy
29,637
+12,201
+70% +$851K 0.1% 231
2025
Q2 		$1.02M Buy
17,436
+10,499
+151% +$560K 0.04% 406
2025
Q1 		$335K Buy
+6,937
New +$305K 0.02% 714
2023
Q3 		– Sell
-31,122
Closed -$1.33M – 576
2023
Q2 		$1.33M Buy
31,122
+2,258
+8% +$102K 0.07% 297
2023
Q1 		$1.42M Buy
28,864
+9,159
+46% +$444K 0.11% 224
2022
Q4 		$930K Buy
19,705
+8,333
+73% +$372K 0.06% 328
2022
Q3 		$478K Sell
11,372
-2
-0% -$93 0.05% 321
2022
Q2 		$679K Buy
+11,374
New +$805K 0.06% 190
2022
Q1 		– Sell
-12,548
Closed -$778K – 391
2021
Q4 		$778K Buy
+12,548
New +$711K 0.04% 372
2021
Q3 		– Sell
-18,801
Closed -$1.19M – 532
2021
Q2 		$1.19M Sell
18,801
-1,706
-8% -$114K 0.08% 278
2021
Q1 		$1.37M Buy
20,507
+7,066
+53% +$423K 0.05% 328
2020
Q4 		$805K Buy
13,441
+751
+6% +$46.3K 0.03% 377
2020
Q3 		$805K Sell
12,690
-4,371
-26% -$285K 0.04% 348
2020
Q2 		$1.05M Buy
17,061
+4,320
+34% +$256K 0.06% 259
2020
Q1 		$577K Buy
12,741
+110
+0.9% +$4.96K 0.04% 363
2019
Q4 		$549K Buy
12,631
+864
+7% +$33.8K 0.04% 424
2019
Q3 		$446K Buy
+11,767
New +$457K 0.04% 441
2019
Q1 		$389K Buy
+10,861
New +$368K 0.04% 395

Other funds holding NEM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sowell Financial Services's NEM Position: Q2 2026 in Review

Sowell Financial Services reduced its Newmont (NEM) stake by 1.9% in Q2 2026, selling an estimated $45.9K and leaving 21,457 shares worth $2M. The position accounts for 0.07% of the portfolio, ranked #313.

Sowell Financial Services first reported a position in NEM in Q1 2019 and has held it in 21 quarters since. The position peaked at $3.28M in Q4 2025. 1,788 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Sowell Financial Services held 21,457 shares of Newmont worth $2M as of Q2 2026.
  • Sowell Financial Services sold 421 Newmont shares in Q2 2026, an estimated $45.9K.
  • Newmont made up 0.07% of Sowell Financial Services's portfolio in Q2 2026, its #313 holding.
  • Sowell Financial Services first reported a position in Newmont in Q1 2019 and has held it in 21 quarters since.
  • Sowell Financial Services's Newmont position peaked at $3.28M in Q4 2025.
  • 1,788 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.