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 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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Concord Wealth Partners's WPM Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Wheaton Precious Metals (WPM) in Q2 2026: 545 shares worth $61.2K. The stake represents 0.01% of the portfolio and ranks #339 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in WPM as recently as Q4 2025.

Concord Wealth Partners first reported a position in WPM in Q4 2020 and has held it in 13 quarters since. The position peaked at $64K in Q4 2025. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Concord Wealth Partners held 545 shares of Wheaton Precious Metals worth $61.2K as of Q2 2026.
Wheaton Precious Metals was a new Concord Wealth Partners position in Q2 2026.
Wheaton Precious Metals made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #339 holding.
Concord Wealth Partners first reported a position in Wheaton Precious Metals in Q4 2020 and has held it in 13 quarters since.
Concord Wealth Partners's Wheaton Precious Metals position peaked at $64K in Q4 2025.
852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.