Bard Associates’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.61M | Sell |
41,037
-502
| -1% | -$65.3K | 1.02% | 30 |
|
|
2026
Q1 | $5.45M | Sell |
41,539
-183
| -0.4% | -$25.4K | 1.37% | 23 |
|
|
2025
Q4 | $4.9M | Sell |
41,722
-7,569
| -15% | -$810K | 1.26% | 27 |
|
|
2025
Q3 | $5.51M | Sell |
49,291
-8,805
| -15% | -$860K | 1.46% | 20 |
|
|
2025
Q2 | $5.22M | Sell |
58,096
-3,220
| -5% | -$271K | 1.68% | 12 |
|
|
2025
Q1 | $4.76M | Sell |
61,316
-647
| -1% | -$43.2K | 1.78% | 12 |
|
|
2024
Q4 | $3.48M | Sell |
61,963
-80
| -0.1% | -$4.96K | 1.18% | 25 |
|
|
2024
Q3 | $3.79M | Sell |
62,043
-707
| -1% | -$42K | 1.29% | 17 |
|
|
2024
Q2 | $3.29M | Sell |
62,750
-137
| -0.2% | -$7.33K | 1.26% | 19 |
|
|
2024
Q1 | $2.96M | Sell |
62,887
-900
| -1% | -$40.7K | 1.07% | 29 |
|
|
2023
Q4 | $3.15M | Sell |
63,787
-975
| -2% | -$44.1K | 1.2% | 21 |
|
|
2023
Q3 | $2.63M | Sell |
64,762
-410
| -0.6% | -$17.7K | 1.09% | 28 |
|
|
2023
Q2 | $2.82M | Sell |
65,172
-300
| -0.5% | -$14.3K | 1.09% | 28 |
|
|
2023
Q1 | $3.16M | Buy |
65,472
+1,100
| +2% | +$48.1K | 1.31% | 21 |
|
|
2022
Q4 | $2.52M | Sell |
64,372
-190
| -0.3% | -$6.87K | 1.08% | 33 |
|
|
2022
Q3 | $2.09M | Sell |
64,562
-20
| -0% | -$657 | 0.94% | 39 |
|
|
2022
Q2 | $2.33M | Sell |
64,582
-235
| -0.4% | -$10.2K | 1% | 34 |
|
|
2022
Q1 | $3.08M | Buy |
64,817
+595
| +0.9% | +$25.9K | 1.09% | 31 |
|
|
2021
Q4 | $2.76M | Buy |
64,222
+200
| +0.3% | +$8.24K | 0.91% | 40 |
|
|
2021
Q3 | $2.41M | Buy |
64,022
+140
| +0.2% | +$6.11K | 0.81% | 47 |
|
|
2021
Q2 | $2.81M | Buy |
63,882
+3,785
| +6% | +$168K | 0.92% | 36 |
|
|
2021
Q1 | $2.3M | Buy |
60,097
+2,925
| +5% | +$116K | 0.83% | 45 |
|
|
2020
Q4 | $2.39M | Sell |
57,172
-150
| -0.3% | -$6.7K | 0.94% | 35 |
|
|
2020
Q3 | $2.81M | Sell |
57,322
-690
| -1% | -$35.2K | 1.49% | 15 |
|
|
2020
Q2 | $2.56M | Sell |
58,012
-1,250
| -2% | -$49.2K | 1.42% | 19 |
|
|
2020
Q1 | $1.63M | Sell |
59,262
-450
| -0.8% | -$13K | 1.2% | 22 |
|
|
2019
Q4 | $1.78M | Sell |
59,712
-640
| -1% | -$17.5K | 0.9% | 40 |
|
|
2019
Q3 | $1.58M | Sell |
60,352
-2,160
| -3% | -$58.1K | 0.81% | 46 |
|
|
2019
Q2 | $1.51M | Sell |
62,512
-150
| -0.2% | -$3.33K | 0.75% | 47 |
|
|
2019
Q1 | $1.49M | Sell |
62,662
-675
| -1% | -$14.4K | 0.75% | 51 |
|
|
2018
Q4 | $1.24M | Sell |
63,337
-1,300
| -2% | -$22.2K | 0.72% | 53 |
|
|
2018
Q3 | $1.13M | Sell |
64,637
-100
| -0.2% | -$1.92K | 0.52% | 76 |
|
|
2018
Q2 | $1.43M | Sell |
64,737
-375
| -0.6% | -$8.07K | 0.66% | 63 |
|
|
2018
Q1 | $1.33M | Sell |
65,112
-3,650
| -5% | -$75K | 0.66% | 63 |
|
|
2017
Q4 | $1.52M | Sell |
68,762
-1,300
| -2% | -$27.1K | 0.73% | 51 |
|
|
2017
Q3 | $1.34M | Hold |
70,062
| – | – | 0.62% | 63 |
|
|
2017
Q2 | $1.39M | Buy |
70,062
+150
| +0.2% | +$3.07K | 0.63% | 61 |
|
|
2017
Q1 | $1.46M | Buy |
69,912
+200
| +0.3% | +$4.16K | 0.68% | 59 |
|
|
2016
Q4 | $1.35M | Sell |
69,712
-1,590
| -2% | -$33.1K | 0.63% | 61 |
|
|
2016
Q3 | $1.93M | Sell |
71,302
-2,300
| -3% | -$63.3K | 0.94% | 34 |
|
|
2016
Q2 | $1.73M | Sell |
73,602
-899
| -1% | -$17.3K | 0.92% | 41 |
|
|
2016
Q1 | $1.24M | Sell |
74,501
-1,370
| -2% | -$19.8K | 0.71% | 53 |
|
|
2015
Q4 | $942K | Sell |
75,871
-2,600
| -3% | -$34.3K | 0.56% | 68 |
|
|
2015
Q3 | $942K | Sell |
78,471
-700
| -0.9% | -$9.13K | 0.54% | 71 |
|
|
2015
Q2 | $1.37M | Sell |
79,171
-2,400
| -3% | -$46.1K | 0.68% | 59 |
|
|
2015
Q1 | $1.55M | Sell |
81,571
-600
| -0.7% | -$12.8K | 0.74% | 55 |
|
|
2014
Q4 | $1.67M | Hold |
82,171
| – | – | 0.78% | 50 |
|
|
2014
Q3 | $1.64M | Sell |
82,171
-292
| -0.4% | -$7.27K | 0.77% | 53 |
|
|
2014
Q2 | $2.17M | Sell |
82,463
-400
| -0.5% | -$8.96K | 0.86% | 33 |
|
|
2014
Q1 | $1.88M | Buy |
82,863
+1,250
| +2% | +$29.5K | 0.8% | 40 |
|
|
2013
Q4 | $1.65M | Sell |
81,613
-500
| -0.6% | -$10.9K | 0.69% | 51 |
|
|
2013
Q3 | $2.03M | Buy |
82,113
+200
| +0.2% | +$4.76K | 0.9% | 32 |
|
|
2013
Q2 | $1.61M | Buy |
+81,913
| New | +$1.95M | 0.75% | 47 |
|
Other funds holding WPM
Bard Associates's WPM Position: Q2 2026 in Review
Bard Associates reduced its Wheaton Precious Metals (WPM) stake by 1.2% in Q2 2026, selling an estimated $65.3K and leaving 41,037 shares worth $4.61M. The position accounts for 1.02% of the portfolio, ranked #30.
Bard Associates first reported a position in WPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.51M in Q3 2025. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.
- Bard Associates held 41,037 shares of Wheaton Precious Metals worth $4.61M as of Q2 2026.
- Bard Associates sold 502 Wheaton Precious Metals shares in Q2 2026, an estimated $65.3K.
- Wheaton Precious Metals made up 1.02% of Bard Associates's portfolio in Q2 2026, its #30 holding.
- Bard Associates first reported a position in Wheaton Precious Metals in Q2 2013 and has held it in 53 quarters since.
- Bard Associates's Wheaton Precious Metals position peaked at $5.51M in Q3 2025.
- 850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.
Based on Bard Associates's 13F filing for Q2 2026, filed 12 Aug 2026.