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 Q2	$1.82M	Sell	16,201 -21,759	-57%	-$2.83M	1.1%	29
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 $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s WPM Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its Wheaton Precious Metals (WPM) stake by 57% in Q2 2026, selling an estimated $2.83M and leaving 16,201 shares worth $1.82M. The position accounts for 1.1% of the portfolio, ranked #29.

Capstone Wealth Management Group (Oregon) first reported a position in WPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.97M in Q1 2026. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Capstone Wealth Management Group (Oregon) held 16,201 shares of Wheaton Precious Metals worth $1.82M as of Q2 2026.
Capstone Wealth Management Group (Oregon) sold 21,759 Wheaton Precious Metals shares in Q2 2026, an estimated $2.83M.
Wheaton Precious Metals made up 1.1% of Capstone Wealth Management Group (Oregon)'s portfolio in Q2 2026, its #29 holding.
Capstone Wealth Management Group (Oregon) first reported a position in Wheaton Precious Metals in Q4 2024 and has held it in 7 quarters since.
Capstone Wealth Management Group (Oregon)'s Wheaton Precious Metals position peaked at $4.97M in Q1 2026.
852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.