Avalon Capital Management’s Wheaton Precious Metals WPM Stock Holding History

Avalon Capital Management’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	$1.32M	Buy	11,728 +7,927	+209%	+$1.03M	0.31%	50
2026 Q1	$498K	Hold	3,801	–	–	0.14%	74
2025 Q4	$447K	Hold	3,801	–	–	0.11%	90
2025 Q3	$425K	Hold	3,801	–	–	0.1%	89
2025 Q2	$341K	Hold	3,801	–	–	0.09%	96
2025 Q1	$295K	Hold	3,801	–	–	0.09%	106
2024 Q4	$214K	Hold	3,801	–	–	0.07%	124
2024 Q3	$232K	Buy	+3,801	New	+$226K	0.07%	119

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

Avalon Capital Management's WPM Position: Q2 2026 in Review

Avalon Capital Management increased its Wheaton Precious Metals (WPM) stake by 209% in Q2 2026, buying an estimated $1.03M and bringing the position to 11,728 shares worth $1.32M. The position accounts for 0.31% of the portfolio, ranked #50.

Avalon Capital Management first reported a position in WPM in Q3 2024 and has held it in 8 quarters since. 851 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Avalon Capital Management held 11,728 shares of Wheaton Precious Metals worth $1.32M as of Q2 2026.
Avalon Capital Management bought 7,927 Wheaton Precious Metals shares in Q2 2026, an estimated $1.03M.
Wheaton Precious Metals made up 0.31% of Avalon Capital Management's portfolio in Q2 2026, its #50 holding.
Avalon Capital Management first reported a position in Wheaton Precious Metals in Q3 2024 and has held it in 8 quarters since.
851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Avalon Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.