Chesley Taft & Associates’s Wheaton Precious Metals WPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-4,000
Closed -$447K 381
2025
Q3
$447K Hold
4,000
0.02% 277
2025
Q2
$359K Hold
4,000
0.02% 283
2025
Q1
$311K Hold
4,000
0.02% 289
2024
Q4
$225K Hold
4,000
0.01% 312
2024
Q3
$244K Hold
4,000
0.01% 305
2024
Q2
$210K Buy
+4,000
New +$214K 0.01% 300

Other funds holding WPM

Chesley Taft & Associates's WPM Position: Q4 2025 in Review

Chesley Taft & Associates sold out of Wheaton Precious Metals (WPM) in Q4 2025, closing a stake of 4,000 shares — an estimated $447K sold.

Chesley Taft & Associates first reported a position in WPM in Q2 2024 and held it in 6 quarters. The position peaked at $447K in Q3 2025. 810 funds tracked by Wall St. Rank hold WPM as of Q4 2025.

  • Chesley Taft & Associates reported no remaining Wheaton Precious Metals position as of Q4 2025 after selling out during the quarter.
  • Chesley Taft & Associates sold 4,000 Wheaton Precious Metals shares in Q4 2025, an estimated $447K.
  • Chesley Taft & Associates first reported a position in Wheaton Precious Metals in Q2 2024 and held it in 6 quarters.
  • Chesley Taft & Associates's Wheaton Precious Metals position peaked at $447K in Q3 2025.
  • 810 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q4 2025.

Based on Chesley Taft & Associates's 13F filing for Q4 2025, filed 14 Jan 2026.