Atlas Wealth Partners’s Wheaton Precious Metals WPM Stock Holding History

Atlas Wealth Partners’s Portfolio WPM Stock Details WPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.4M	Buy	21,396 +150	+0.7%	+$19.5K	2.62%	8
2026 Q1	$2.79M	Sell	21,246 -850	-4%	-$118K	2.87%	7
2025 Q4	$2.6M	Buy	22,096 +100	+0.5%	+$10.7K	2.85%	8
2025 Q3	$2.46M	Sell	21,996 -50	-0.2%	-$4.89K	2.51%	8
2025 Q2	$1.98M	Sell	22,046 -100	-0.5%	-$8.42K	2.29%	9
2025 Q1	$1.72M	Buy	22,146 +55	+0.2%	+$3.67K	2.12%	9
2024 Q4	$1.24M	Buy	22,091 +75	+0.3%	+$4.64K	1.57%	11
2024 Q3	$1.34M	Buy	+22,016	New	+$1.31M	2.05%	10
2023 Q3	–	Sell	-22,291	Closed	-$985K	–	40
2023 Q2	$985K	Buy	+22,291	New	+$1.06M	2.83%	10

Other funds holding WPM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Atlas Wealth Partners's WPM Position: Q2 2026 in Review

Atlas Wealth Partners increased its Wheaton Precious Metals (WPM) stake by 0.71% in Q2 2026, buying an estimated $19.5K and bringing the position to 21,396 shares worth $2.4M. The position accounts for 2.62% of the portfolio, ranked #8.

Atlas Wealth Partners first reported a position in WPM in Q2 2023 and has held it in 9 quarters since. The position peaked at $2.79M in Q1 2026. 851 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Atlas Wealth Partners held 21,396 shares of Wheaton Precious Metals worth $2.4M as of Q2 2026.
Atlas Wealth Partners bought 150 Wheaton Precious Metals shares in Q2 2026, an estimated $19.5K.
Wheaton Precious Metals made up 2.62% of Atlas Wealth Partners's portfolio in Q2 2026, its #8 holding.
Atlas Wealth Partners first reported a position in Wheaton Precious Metals in Q2 2023 and has held it in 9 quarters since.
Atlas Wealth Partners's Wheaton Precious Metals position peaked at $2.79M in Q1 2026.
851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Atlas Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.