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 Q3	$1.08M	Sell	8,056 -70	-0.9%	-$9.27K	0.69%	45
2026 Q2	$913K	Sell	8,126 -375	-4%	-$48.8K	0.57%	59
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 $824B AUM 37.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Comprehensive Money Management Services's WPM Position: Q3 2026 in Review

Comprehensive Money Management Services reduced its Wheaton Precious Metals (WPM) stake by 0.86% in Q3 2026, selling an estimated $9.27K and leaving 8,056 shares worth $1.08M. The position accounts for 0.69% of the portfolio, ranked #45.

Comprehensive Money Management Services first reported a position in WPM in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.67M in Q3 2025. 743 funds tracked by Wall St. Rank hold WPM as of Q3 2026.

Comprehensive Money Management Services held 8,056 shares of Wheaton Precious Metals worth $1.08M as of Q3 2026.
Comprehensive Money Management Services sold 70 Wheaton Precious Metals shares in Q3 2026, an estimated $9.27K.
Wheaton Precious Metals made up 0.69% of Comprehensive Money Management Services's portfolio in Q3 2026, its #45 holding.
Comprehensive Money Management Services first reported a position in Wheaton Precious Metals in Q4 2024 and has held it in 8 quarters since.
Comprehensive Money Management Services's Wheaton Precious Metals position peaked at $1.67M in Q3 2025.
743 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2026.

Based on Comprehensive Money Management Services's 13F filing for Q3 2026, filed 13 Nov 2026.