Axxcess Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Axxcess Wealth 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
2025 Q1	–	Sell	-44,184	Closed	-$2.48M	–	943
2024 Q4	$2.48M	Sell	44,184 -302	-0.7%	-$18.7K	0.06%	237
2024 Q3	$2.72M	Buy	44,486 +94	+0.2%	+$5.59K	0.07%	214
2024 Q2	$2.33M	Sell	44,392 -1,970	-4%	-$105K	0.06%	229
2024 Q1	$2.19M	Sell	46,362 -1,926	-4%	-$87K	0.06%	237
2023 Q4	$2.38M	Sell	48,288 -1,299	-3%	-$58.8K	0.07%	217
2023 Q3	$2.01M	Buy	+49,587	New	+$2.14M	0.07%	209

Other funds holding WPM

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $1T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Axxcess Wealth Management's WPM Position: Q1 2025 in Review

Axxcess Wealth Management sold out of Wheaton Precious Metals (WPM) in Q1 2025, closing a stake of 44,184 shares — an estimated $2.48M sold.

Axxcess Wealth Management first reported a position in WPM in Q3 2023 and held it in 6 quarters. The position peaked at $2.72M in Q3 2024. 665 funds tracked by Wall St. Rank hold WPM as of Q1 2025.

Axxcess Wealth Management reported no remaining Wheaton Precious Metals position as of Q1 2025 after selling out during the quarter.
Axxcess Wealth Management sold 44,184 Wheaton Precious Metals shares in Q1 2025, an estimated $2.48M.
Axxcess Wealth Management first reported a position in Wheaton Precious Metals in Q3 2023 and held it in 6 quarters.
Axxcess Wealth Management's Wheaton Precious Metals position peaked at $2.72M in Q3 2024.
665 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2025.

Based on Axxcess Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.