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 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

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

Concord Wealth Partners's WPM Position: Q1 2026 in Review

Concord Wealth Partners sold out of Wheaton Precious Metals (WPM) in Q1 2026, closing a stake of 545 shares — an estimated $64K sold.

Concord Wealth Partners first reported a position in WPM in Q4 2020 and held it in 12 quarters. The position peaked at $64K in Q4 2025. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

Concord Wealth Partners reported no remaining Wheaton Precious Metals position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 545 Wheaton Precious Metals shares in Q1 2026, an estimated $64K.
Concord Wealth Partners first reported a position in Wheaton Precious Metals in Q4 2020 and held it in 12 quarters.
Concord Wealth Partners's Wheaton Precious Metals position peaked at $64K in Q4 2025.
851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.