WAG
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Wilkerson Advisory Group’s Newmont NEM Stock Holding History

Wilkerson Advisory Group’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 		$75K Buy
803
+79
+11% +$8.61K 0.02% 185
2026
Q1 		$78.4K Buy
724
+301
+71% +$34.7K 0.03% 171
2025
Q4 		$42.2K Buy
+423
New +$38.2K 0.01% 179

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 $3.38T AUM 44.17% 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

Wilkerson Advisory Group's NEM Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Newmont (NEM) stake by 11% in Q2 2026, buying an estimated $8.61K and bringing the position to 803 shares worth $75K. The position accounts for 0.02% of the portfolio, ranked #185.

Wilkerson Advisory Group first reported a position in NEM in Q4 2025 and has held it in 3 quarters since. The position peaked at $78.4K in Q1 2026. 1,788 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Wilkerson Advisory Group held 803 shares of Newmont worth $75K as of Q2 2026.
  • Wilkerson Advisory Group bought 79 Newmont shares in Q2 2026, an estimated $8.61K.
  • Newmont made up 0.02% of Wilkerson Advisory Group's portfolio in Q2 2026, its #185 holding.
  • Wilkerson Advisory Group first reported a position in Newmont in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Newmont position peaked at $78.4K in Q1 2026.
  • 1,788 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.