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 Q2	$2.09M	Sell	22,370 -2,345	-9%	-$255K	0.15%	126
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

XML Financial's NEM Position: Q2 2026 in Review

XML Financial reduced its Newmont (NEM) stake by 9.5% in Q2 2026, selling an estimated $255K and leaving 22,370 shares worth $2.09M. The position accounts for 0.15% of the portfolio, ranked #126.

XML Financial first reported a position in NEM in Q3 2021 and has held it in 19 quarters since. The position peaked at $5M in Q1 2022. 1,779 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

XML Financial held 22,370 shares of Newmont worth $2.09M as of Q2 2026.
XML Financial sold 2,345 Newmont shares in Q2 2026, an estimated $255K.
Newmont made up 0.15% of XML Financial's portfolio in Q2 2026, its #126 holding.
XML Financial first reported a position in Newmont in Q3 2021 and has held it in 19 quarters since.
XML Financial's Newmont position peaked at $5M in Q1 2022.
1,779 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.