Beacon Capital Management LLC (Tennessee)’s Wheaton Precious Metals WPM Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	-28	Closed	-$1.57K	–	1190
2024 Q4	$1.57K	Hold	28	–	–	﹤0.01%	933
2024 Q3	$1.7K	Hold	28	–	–	﹤0.01%	1038
2024 Q2	$1.46K	Hold	28	–	–	﹤0.01%	902
2024 Q1	$1.31K	Hold	28	–	–	﹤0.01%	931
2023 Q4	$1.13K	Hold	28	–	–	﹤0.01%	854
2023 Q3	$1.2K	Hold	28	–	–	﹤0.01%	902
2023 Q2	$1.2K	Hold	28	–	–	﹤0.01%	902
2023 Q1	$1.33K	Hold	28	–	–	﹤0.01%	808
2022 Q4	$1.08K	Buy	28 +1	+4%	+$36	﹤0.01%	873
2022 Q3	$1K	Hold	27	–	–	﹤0.01%	858
2022 Q2	$1K	Hold	27	–	–	﹤0.01%	902
2022 Q1	$1K	Buy	+27	New	+$1.17K	﹤0.01%	903

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

Beacon Capital Management LLC (Tennessee)'s WPM Position: Q1 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Wheaton Precious Metals (WPM) in Q1 2025, closing a stake of 28 shares — an estimated $1.57K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in WPM in Q1 2022 and held it in 12 quarters. The position peaked at $1.7K in Q3 2024. 665 funds tracked by Wall St. Rank hold WPM as of Q1 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Wheaton Precious Metals position as of Q1 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 28 Wheaton Precious Metals shares in Q1 2025, an estimated $1.57K.
Beacon Capital Management LLC (Tennessee) first reported a position in Wheaton Precious Metals in Q1 2022 and held it in 12 quarters.
Beacon Capital Management LLC (Tennessee)'s Wheaton Precious Metals position peaked at $1.7K in Q3 2024.
665 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2025, filed 21 Apr 2025.