Comprehensive Money Management Services’s Wheaton Precious Metals WPM Stock Holding History

Comprehensive Money Management Services’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	$1.11M	Sell	8,501 -3,915	-32%	-$544K	0.73%	44
2025 Q4	$1.46M	Sell	12,416 -2,473	-17%	-$265K	1.01%	24
2025 Q3	$1.67M	Sell	14,889 -1,873	-11%	-$183K	1.18%	17
2025 Q2	$1.51M	Sell	16,762 -1,010	-6%	-$85K	1.14%	19
2025 Q1	$1.38M	Sell	17,772 -1,130	-6%	-$75.4K	1.11%	21
2024 Q4	$1.06M	Buy	+18,902	New	+$1.17M	0.88%	32

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

Comprehensive Money Management Services's WPM Position: Q1 2026 in Review

Comprehensive Money Management Services reduced its Wheaton Precious Metals (WPM) stake by 32% in Q1 2026, selling an estimated $544K and leaving 8,501 shares worth $1.11M. The position accounts for 0.73% of the portfolio, ranked #44.

Comprehensive Money Management Services first reported a position in WPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.67M in Q3 2025. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

Comprehensive Money Management Services held 8,501 shares of Wheaton Precious Metals worth $1.11M as of Q1 2026.
Comprehensive Money Management Services sold 3,915 Wheaton Precious Metals shares in Q1 2026, an estimated $544K.
Wheaton Precious Metals made up 0.73% of Comprehensive Money Management Services's portfolio in Q1 2026, its #44 holding.
Comprehensive Money Management Services first reported a position in Wheaton Precious Metals in Q4 2024 and has held it in 6 quarters since.
Comprehensive Money Management Services's Wheaton Precious Metals position peaked at $1.67M in Q3 2025.
851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Comprehensive Money Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.