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Summit Trail Advisors’s Newmont NEM Stock Holding History

Summit Trail 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
Q1 		$5.46M Buy
50,454
+6,625
+15% +$764K 0.08% 152
2025
Q4 		$4.38M Sell
43,829
-6,689
-13% -$604K 0.08% 152
2025
Q3 		$4.26M Buy
50,518
+2,690
+6% +$188K 0.06% 171
2025
Q2 		$2.79M Buy
+47,828
New +$2.55M 0.05% 200
2024
Q4 		– Sell
-32,940
Closed -$1.76M – 633
2024
Q3 		$1.76M Buy
32,940
+3,679
+13% +$183K 0.04% 176
2024
Q2 		$1.23M Buy
29,261
+12,867
+78% +$526K 0.03% 206
2024
Q1 		$588K Buy
16,394
+8,903
+119% +$307K 0.02% 304
2023
Q4 		$310K Buy
7,491
+1,269
+20% +$49K 0.01% 398
2023
Q3 		$230K Buy
6,222
+1,197
+24% +$48.7K 0.01% 462
2023
Q2 		$214K Buy
+5,025
New +$228K 0.01% 471
2018
Q1 		– Sell
-3,019
Closed -$124K – 1233
2017
Q4 		$124K Buy
+3,019
New +$111K 0.02% 568

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 Trail Advisors's NEM Position: Q1 2026 in Review

Summit Trail Advisors increased its Newmont (NEM) stake by 15% in Q1 2026, buying an estimated $764K and bringing the position to 50,454 shares worth $5.46M. The position accounts for 0.08% of the portfolio, ranked #152.

Summit Trail Advisors first reported a position in NEM in Q4 2017 and has held it in 11 quarters since. 1,828 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

  • Summit Trail Advisors held 50,454 shares of Newmont worth $5.46M as of Q1 2026.
  • Summit Trail Advisors bought 6,625 Newmont shares in Q1 2026, an estimated $764K.
  • Newmont made up 0.08% of Summit Trail Advisors's portfolio in Q1 2026, its #152 holding.
  • Summit Trail Advisors first reported a position in Newmont in Q4 2017 and has held it in 11 quarters since.
  • 1,828 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.