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 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 $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Atlas Wealth Partners's WPM Position: Q1 2026 in Review

Atlas Wealth Partners reduced its Wheaton Precious Metals (WPM) stake by 3.8% in Q1 2026, selling an estimated $118K and leaving 21,246 shares worth $2.79M. The position accounts for 2.87% of the portfolio, ranked #7.

Atlas Wealth Partners first reported a position in WPM in Q2 2023 and has held it in 8 quarters since. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

Atlas Wealth Partners held 21,246 shares of Wheaton Precious Metals worth $2.79M as of Q1 2026.
Atlas Wealth Partners sold 850 Wheaton Precious Metals shares in Q1 2026, an estimated $118K.
Wheaton Precious Metals made up 2.87% of Atlas Wealth Partners's portfolio in Q1 2026, its #7 holding.
Atlas Wealth Partners first reported a position in Wheaton Precious Metals in Q2 2023 and has held it in 8 quarters since.
851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Atlas Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.