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Summit Financial’s Newmont NEM Stock Holding History

Summit Financial’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 		$1.78M Buy
16,487
+6,313
+62% +$728K 0.02% 607
2025
Q4 		$1.02M Sell
10,174
-1,613
-14% -$146K 0.01% 672
2025
Q3 		$994K Buy
11,787
+1,712
+17% +$119K 0.02% 660
2025
Q2 		$587K Buy
10,075
+412
+4% +$22K 0.01% 539
2025
Q1 		$467K Buy
+9,663
New +$424K 0.01% 528
2024
Q4 		– Sell
-3,846
Closed -$206K – 651
2024
Q3 		$206K Sell
3,846
-6,292
-62% -$313K 0.01% 520
2024
Q2 		$424K Buy
+10,138
New +$415K 0.02% 357

Other funds holding NEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Summit Financial's NEM Position: Q1 2026 in Review

Summit Financial increased its Newmont (NEM) stake by 62% in Q1 2026, buying an estimated $728K and bringing the position to 16,487 shares worth $1.78M. The position accounts for 0.02% of the portfolio, ranked #607.

Summit Financial first reported a position in NEM in Q2 2024 and has held it in 7 quarters since. 1,830 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

  • Summit Financial held 16,487 shares of Newmont worth $1.78M as of Q1 2026.
  • Summit Financial bought 6,313 Newmont shares in Q1 2026, an estimated $728K.
  • Newmont made up 0.02% of Summit Financial's portfolio in Q1 2026, its #607 holding.
  • Summit Financial first reported a position in Newmont in Q2 2024 and has held it in 7 quarters since.
  • 1,830 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.