Brookstone Capital Management
WPM icon

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

Brookstone 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
Q3 		$809K Sell
6,050
-62
-1% -$8.21K 0.01% 771
2026
Q2 		$687K Sell
6,112
-20,665
-77% -$2.69M 0.01% 838
2026
Q1 		$3.51M Buy
26,777
+17,478
+188% +$2.43M 0.04% 377
2025
Q4 		$1.09M Sell
9,299
-2,112
-19% -$226K 0.01% 607
2025
Q3 		$1.28M Buy
11,411
+3,917
+52% +$383K 0.02% 549
2025
Q2 		$673K Buy
7,494
+2,452
+49% +$206K 0.01% 673
2025
Q1 		$391K Sell
5,042
-200
-4% -$13.3K 0.01% 779
2024
Q4 		$295K Sell
5,242
-128
-2% -$7.93K ﹤0.01% 835
2024
Q3 		$328K Buy
5,370
+549
+11% +$32.7K ﹤0.01% 810
2024
Q2 		$296K Buy
4,821
+50
+1% +$2.67K ﹤0.01% 796
2024
Q1 		$225K Buy
4,771
+240
+5% +$10.8K ﹤0.01% 848
2023
Q4 		$224K Buy
+4,531
New +$205K ﹤0.01% 795
2019
Q4 		– Sell
-9,229
Closed -$242K – 473
2019
Q3 		$242K Buy
+9,229
New +$248K 0.01% 373
2015
Q4 		– Sell
-3,894
Closed -$47K – 884
2015
Q3 		$47K Buy
3,894
+1,928
+98% +$25.2K 0.01% 435
2015
Q2 		$34K Buy
+1,966
New +$37.8K ﹤0.01% 615

Other funds holding WPM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Brookstone Capital Management's WPM Position: Q3 2026 in Review

Brookstone Capital Management reduced its Wheaton Precious Metals (WPM) stake by 1% in Q3 2026, selling an estimated $8.21K and leaving 6,050 shares worth $809K. The position accounts for 0.01% of the portfolio, ranked #771.

Brookstone Capital Management first reported a position in WPM in Q2 2015 and has held it in 15 quarters since. The position peaked at $3.51M in Q1 2026. 528 funds tracked by Wall St. Rank hold WPM as of Q3 2026.

  • Brookstone Capital Management held 6,050 shares of Wheaton Precious Metals worth $809K as of Q3 2026.
  • Brookstone Capital Management sold 62 Wheaton Precious Metals shares in Q3 2026, an estimated $8.21K.
  • Wheaton Precious Metals made up 0.01% of Brookstone Capital Management's portfolio in Q3 2026, its #771 holding.
  • Brookstone Capital Management first reported a position in Wheaton Precious Metals in Q2 2015 and has held it in 15 quarters since.
  • Brookstone Capital Management's Wheaton Precious Metals position peaked at $3.51M in Q1 2026.
  • 528 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.