Summit Financial Wealth Advisors’s Newmont NEM Stock Holding History

Summit Financial Wealth Advisors’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	$632K	Sell	6,763 -271	-4%	-$29.5K	0.08%	108
2026 Q1	$761K	Buy	7,034 +246	+4%	+$28.4K	0.11%	91
2025 Q4	$678K	Buy	6,788 +204	+3%	+$18.4K	0.1%	89
2025 Q3	$566K	Buy	6,584 +145	+2%	+$10.1K	0.09%	95
2025 Q2	$375K	Hold	6,439	–	–	0.07%	113
2025 Q1	$311K	Hold	6,439	–	–	0.06%	111
2024 Q4	$278K	Hold	6,439	–	–	0.05%	124
2024 Q3	$344K	Hold	6,439	–	–	0.06%	106
2024 Q2	$270K	Hold	6,439	–	–	0.05%	113
2024 Q1	$231K	Buy	6,439 +1,000	+18%	+$34.5K	0.05%	122
2023 Q4	$225K	Buy	+5,439	New	+$210K	0.05%	116
2022 Q2	–	Sell	-2,722	Closed	-$216K	–	141
2022 Q1	$216K	Buy	+2,722	New	+$184K	0.04%	119

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Summit Financial Wealth Advisors's NEM Position: Q2 2026 in Review

Summit Financial Wealth Advisors reduced its Newmont (NEM) stake by 3.9% in Q2 2026, selling an estimated $29.5K and leaving 6,763 shares worth $632K. The position accounts for 0.08% of the portfolio, ranked #108.

Summit Financial Wealth Advisors first reported a position in NEM in Q1 2022 and has held it in 12 quarters since. The position peaked at $761K in Q1 2026. 1,775 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

Summit Financial Wealth Advisors held 6,763 shares of Newmont worth $632K as of Q2 2026.
Summit Financial Wealth Advisors sold 271 Newmont shares in Q2 2026, an estimated $29.5K.
Newmont made up 0.08% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #108 holding.
Summit Financial Wealth Advisors first reported a position in Newmont in Q1 2022 and has held it in 12 quarters since.
Summit Financial Wealth Advisors's Newmont position peaked at $761K in Q1 2026.
1,775 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.