WMS Partners’s Newmont NEM Stock Holding History

WMS 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
2025 Q1	–	Sell	-8,680	Closed	-$323K	–	182
2024 Q4	$323K	Buy	8,680 +48	+0.6%	+$2.19K	0.02%	234
2024 Q3	$461K	Sell	8,632 -5,293	-38%	-$263K	0.03%	188
2024 Q2	$583K	Buy	13,925 +3,004	+28%	+$123K	0.04%	142
2024 Q1	$391K	Buy	+10,921	New	+$376K	0.03%	190
2023 Q3	–	Sell	-5,240	Closed	-$224K	–	273
2023 Q2	$224K	Buy	5,240 +4	+0.1%	+$182	0.02%	257
2023 Q1	$257K	Buy	+5,236	New	+$254K	0.02%	230
2014 Q3	–	Sell	-9,925	Closed	-$253K	–	243
2014 Q2	$253K	Buy	+9,925	New	+$239K	0.04%	214

Other funds holding NEM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

WMS Partners's NEM Position: Q1 2025 in Review

WMS Partners sold out of Newmont (NEM) in Q1 2025, closing a stake of 8,680 shares — an estimated $323K sold.

WMS Partners first reported a position in NEM in Q2 2014 and held it in 7 quarters. The position peaked at $583K in Q2 2024. 1,229 funds tracked by Wall St. Rank hold NEM as of Q1 2025.

WMS Partners reported no remaining Newmont position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 8,680 Newmont shares in Q1 2025, an estimated $323K.
WMS Partners first reported a position in Newmont in Q2 2014 and held it in 7 quarters.
WMS Partners's Newmont position peaked at $583K in Q2 2024.
1,229 funds tracked by Wall St. Rank held Newmont as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.