XXI Wealth LLC’s Newmont NEM Stock Holding History

XXI Wealth LLC’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	$990K	Buy	9,148 +1,638	+22%	+$189K	0.56%	43
2025 Q4	$750K	Buy	+7,510	New	+$679K	0.46%	58

Other funds holding NEM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

XXI Wealth LLC's NEM Position: Q1 2026 in Review

XXI Wealth LLC increased its Newmont (NEM) stake by 22% in Q1 2026, buying an estimated $189K and bringing the position to 9,148 shares worth $990K. The position accounts for 0.56% of the portfolio, ranked #43.

XXI Wealth LLC first reported a position in NEM in Q4 2025 and has held it in 2 quarters since. 1,828 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

XXI Wealth LLC held 9,148 shares of Newmont worth $990K as of Q1 2026.
XXI Wealth LLC bought 1,638 Newmont shares in Q1 2026, an estimated $189K.
Newmont made up 0.56% of XXI Wealth LLC's portfolio in Q1 2026, its #43 holding.
XXI Wealth LLC first reported a position in Newmont in Q4 2025 and has held it in 2 quarters since.
1,828 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on XXI Wealth LLC's 13F filing for Q1 2026, filed 7 May 2026.