Concord Wealth Partners’s Wheaton Precious Metals WPM Stock Holding History

Concord Wealth Partners’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	–	Sell	-545	Closed	-$61.2K	–	899
2026 Q2	$61.2K	Buy	+545	New	+$70.9K	0.01%	339
2026 Q1	–	Sell	-545	Closed	-$64K	–	795
2025 Q4	$64K	Hold	545	–	–	0.01%	301
2025 Q3	$60.9K	Buy	+545	New	+$53.3K	0.01%	312
2023 Q3	–	Sell	-130	Closed	-$5.62K	–	1078
2023 Q2	$5.62K	Hold	130	–	–	﹤0.01%	685
2023 Q1	$6.26K	Hold	130	–	–	﹤0.01%	639
2022 Q4	$5.08K	Buy	+130	New	+$4.7K	﹤0.01%	759
2022 Q3	–	Sell	-130	Closed	-$5K	–	1166
2022 Q2	$5K	Hold	130	–	–	﹤0.01%	840
2022 Q1	$6K	Hold	130	–	–	﹤0.01%	885
2021 Q4	$6K	Hold	130	–	–	﹤0.01%	918
2021 Q3	$5K	Hold	130	–	–	﹤0.01%	603
2021 Q2	$6K	Hold	130	–	–	﹤0.01%	715
2021 Q1	$5K	Hold	130	–	–	﹤0.01%	688
2020 Q4	$5K	Buy	+130	New	+$5.81K	﹤0.01%	426

Other funds holding WPM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Concord Wealth Partners's WPM Position: Q3 2026 in Review

Concord Wealth Partners sold out of Wheaton Precious Metals (WPM) in Q3 2026, closing a stake of 545 shares — an estimated $61.2K sold.

Concord Wealth Partners first reported a position in WPM in Q4 2020 and held it in 13 quarters. The position peaked at $64K in Q4 2025. 449 funds tracked by Wall St. Rank hold WPM as of Q3 2026.

Concord Wealth Partners reported no remaining Wheaton Precious Metals position as of Q3 2026 after selling out during the quarter.
Concord Wealth Partners sold 545 Wheaton Precious Metals shares in Q3 2026, an estimated $61.2K.
Concord Wealth Partners first reported a position in Wheaton Precious Metals in Q4 2020 and held it in 13 quarters.
Concord Wealth Partners's Wheaton Precious Metals position peaked at $64K in Q4 2025.
449 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.