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Bogart Wealth LLC’s Wheaton Precious Metals WPM Stock Holding History

Bogart Wealth LLC’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 		$100K Hold
891
– – ﹤0.01% 380
2026
Q1 		$117K Buy
891
+635
+248% +$88.3K ﹤0.01% 336
2025
Q4 		$30.1K Hold
256
– – ﹤0.01% 583
2025
Q3 		$28.6K Buy
256
+55
+27% +$5.37K ﹤0.01% 572
2025
Q2 		$18K Hold
201
– – ﹤0.01% 657
2025
Q1 		$15.6K Hold
201
– – ﹤0.01% 647
2024
Q4 		$11.3K Hold
201
– – ﹤0.01% 706
2024
Q3 		$12.3K Hold
201
– – ﹤0.01% 649
2024
Q2 		$10.5K Buy
+201
New +$10.7K ﹤0.01% 662

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Bogart Wealth LLC's WPM Position: Q2 2026 in Review

Bogart Wealth LLC held its Wheaton Precious Metals (WPM) position steady in Q2 2026 at 891 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #380.

Bogart Wealth LLC first reported a position in WPM in Q2 2024 and has held it in 9 quarters since. The position peaked at $117K in Q1 2026. 854 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Bogart Wealth LLC held 891 shares of Wheaton Precious Metals worth $100K as of Q2 2026.
  • Bogart Wealth LLC left its Wheaton Precious Metals share count unchanged in Q2 2026.
  • Wheaton Precious Metals made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #380 holding.
  • Bogart Wealth LLC first reported a position in Wheaton Precious Metals in Q2 2024 and has held it in 9 quarters since.
  • Bogart Wealth LLC's Wheaton Precious Metals position peaked at $117K in Q1 2026.
  • 854 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.