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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
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

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
HC
Hendley & Co Zanesville, Ohio $283M AUM 19.89% 1-Year Est. Return

Brookstone Capital Management's WPM Position: Q2 2026 in Review

Brookstone Capital Management reduced its Wheaton Precious Metals (WPM) stake by 77% in Q2 2026, selling an estimated $2.69M and leaving 6,112 shares worth $687K. The position accounts for 0.01% of the portfolio, ranked #838.

Brookstone Capital Management first reported a position in WPM in Q2 2015 and has held it in 14 quarters since. The position peaked at $3.51M in Q1 2026. 127 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Brookstone Capital Management held 6,112 shares of Wheaton Precious Metals worth $687K as of Q2 2026.
  • Brookstone Capital Management sold 20,665 Wheaton Precious Metals shares in Q2 2026, an estimated $2.69M.
  • Wheaton Precious Metals made up 0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #838 holding.
  • Brookstone Capital Management first reported a position in Wheaton Precious Metals in Q2 2015 and has held it in 14 quarters since.
  • Brookstone Capital Management's Wheaton Precious Metals position peaked at $3.51M in Q1 2026.
  • 127 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.