XML Financial’s Newmont NEM Stock Holding History

XML Financial’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	$2.68M	Sell	24,715 -2,215	-8%	-$255K	0.22%	101
2025 Q4	$2.69M	Sell	26,930 -1,960	-7%	-$177K	0.22%	96
2025 Q3	$2.44M	Sell	28,890 -1,550	-5%	-$108K	0.2%	103
2025 Q2	$1.77M	Sell	30,440 -1,100	-3%	-$58.7K	0.15%	129
2025 Q1	$1.52M	Sell	31,540 -4,220	-12%	-$185K	0.14%	131
2024 Q4	$1.33M	Sell	35,760 -6,555	-15%	-$299K	0.12%	147
2024 Q3	$2.26M	Sell	42,315 -3,890	-8%	-$193K	0.21%	109
2024 Q2	$1.93M	Sell	46,205 -7,908	-15%	-$323K	0.19%	115
2024 Q1	$1.94M	Sell	54,113 -17,680	-25%	-$609K	0.2%	116
2023 Q4	$2.97M	Buy	71,793 +1,400	+2%	+$54K	0.31%	89
2023 Q3	$2.6M	Sell	70,393 -1,385	-2%	-$56.3K	0.31%	83
2023 Q2	$3.06M	Sell	71,778 -1,407	-2%	-$63.9K	0.35%	78
2023 Q1	$3.59M	Buy	73,185 +1,310	+2%	+$63.5K	0.44%	71
2022 Q4	$3.39M	Sell	71,875 -6,545	-8%	-$292K	0.43%	75
2022 Q3	$3.3M	Buy	+78,420	New	+$3.66M	0.46%	68
2022 Q2	–	Sell	-62,944	Closed	-$5M	–	299
2022 Q1	$5M	Buy	62,944 +604	+1%	+$40.9K	0.59%	54
2021 Q4	$3.87M	Buy	62,340 +5,970	+11%	+$338K	0.47%	66
2021 Q3	$3.06M	Buy	+56,370	New	+$3.32M	0.41%	73

Other funds holding NEM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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