Capstone Wealth Management Group (Oregon)’s Wheaton Precious Metals WPM Stock Holding History

Capstone Wealth Management Group (Oregon)’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 Q1	$4.97M	Sell	37,960 -800	-2%	-$111K	3.06%	5
2025 Q4	$4.56M	Sell	38,760 -463	-1%	-$49.6K	2.76%	8
2025 Q3	$4.39M	Sell	39,223 -33	-0.1%	-$3.23K	2.8%	9
2025 Q2	$3.53M	Buy	39,256 +1,415	+4%	+$119K	2.57%	11
2025 Q1	$2.94M	Buy	37,841 +511	+1%	+$34.1K	2.35%	12
2024 Q4	$2.1M	Buy	+37,330	New	+$2.31M	1.59%	18

Other funds holding WPM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s WPM Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its Wheaton Precious Metals (WPM) stake by 2.1% in Q1 2026, selling an estimated $111K and leaving 37,960 shares worth $4.97M. The position accounts for 3.06% of the portfolio, ranked #5.

Capstone Wealth Management Group (Oregon) first reported a position in WPM in Q4 2024 and has held it in 6 quarters since. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

Capstone Wealth Management Group (Oregon) held 37,960 shares of Wheaton Precious Metals worth $4.97M as of Q1 2026.
Capstone Wealth Management Group (Oregon) sold 800 Wheaton Precious Metals shares in Q1 2026, an estimated $111K.
Wheaton Precious Metals made up 3.06% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #5 holding.
Capstone Wealth Management Group (Oregon) first reported a position in Wheaton Precious Metals in Q4 2024 and has held it in 6 quarters since.
851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.