WLPWM
NEM icon

Walled Lake Planning & Wealth Management’s Newmont NEM Stock Holding History

Walled Lake Planning & Wealth Management’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 		$381K Buy
4,084
+3
+0.1% +$327 0.1% 94
2026
Q1 		$442K Buy
4,081
+1,641
+67% +$189K 0.13% 83
2025
Q4 		$244K Buy
+2,440
New +$220K 0.08% 119

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 $3.37T AUM 44.26% 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

Walled Lake Planning & Wealth Management's NEM Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management increased its Newmont (NEM) stake by 0.07% in Q2 2026, buying an estimated $327 and bringing the position to 4,084 shares worth $381K. The position accounts for 0.1% of the portfolio, ranked #94.

Walled Lake Planning & Wealth Management first reported a position in NEM in Q4 2025 and has held it in 3 quarters since. The position peaked at $442K in Q1 2026. 1,783 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 4,084 shares of Newmont worth $381K as of Q2 2026.
  • Walled Lake Planning & Wealth Management bought 3 Newmont shares in Q2 2026, an estimated $327.
  • Newmont made up 0.1% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #94 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Newmont in Q4 2025 and has held it in 3 quarters since.
  • Walled Lake Planning & Wealth Management's Newmont position peaked at $442K in Q1 2026.
  • 1,783 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.