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WealthPLAN Partners’s Newmont NEM Stock Holding History

WealthPLAN Partners’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 		– Sell
-2,437
Closed -$243K – 250
2025
Q4 		$243K Sell
2,437
-161
-6% -$14.5K 0.04% 248
2025
Q3 		$219K Buy
+2,598
New +$181K 0.03% 240
2023
Q3 		– Sell
-4,182
Closed -$178K – 838
2023
Q2 		$178K Hold
4,182
– – 0.03% 309
2023
Q1 		$205K Sell
4,182
-667
-14% -$32.3K 0.02% 301
2022
Q4 		$228K Buy
+4,849
New +$216K 0.02% 355
2022
Q1 		$371K Buy
5,096
+69
+1% +$4.67K 0.03% 288
2021
Q4 		$307K Sell
5,027
-188
-4% -$10.7K 0.02% 316
2021
Q3 		$294K Sell
5,215
-581
-10% -$34.3K 0.02% 315
2021
Q2 		$343K Sell
5,796
-2,133
-27% -$143K 0.02% 269
2021
Q1 		$508K Buy
7,929
+578
+8% +$34.6K 0.04% 227
2020
Q4 		$424K Buy
7,351
+121
+2% +$7.46K 0.04% 235
2020
Q3 		$470K Sell
7,230
-21
-0.3% -$1.37K 0.05% 205
2020
Q2 		$465K Buy
7,251
+1,313
+22% +$77.7K 0.05% 193
2020
Q1 		$396K Buy
5,938
+1,289
+28% +$58.2K 0.05% 177
2019
Q4 		$204K Buy
+4,649
New +$182K 0.02% 236
2017
Q2 		– Sell
-400
Closed -$13.7K – 333
2017
Q1 		$13.7K Buy
+400
New +$14K 0.05% 226
2016
Q3 		$31.7K Sell
926
-674
-42% -$27.9K 0.01% 406
2016
Q2 		$31.3K Buy
+1,600
New +$53K ﹤0.01% 1145
2015
Q4 		$1.8K Buy
+100
New +$1.84K ﹤0.01% 1490

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WealthPLAN Partners's NEM Position: Q1 2026 in Review

WealthPLAN Partners sold out of Newmont (NEM) in Q1 2026, closing a stake of 2,437 shares — an estimated $243K sold.

WealthPLAN Partners first reported a position in NEM in Q4 2015 and held it in 19 quarters. The position peaked at $508K in Q1 2021. 1,840 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

  • WealthPLAN Partners reported no remaining Newmont position as of Q1 2026 after selling out during the quarter.
  • WealthPLAN Partners sold 2,437 Newmont shares in Q1 2026, an estimated $243K.
  • WealthPLAN Partners first reported a position in Newmont in Q4 2015 and held it in 19 quarters.
  • WealthPLAN Partners's Newmont position peaked at $508K in Q1 2021.
  • 1,840 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.