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Cornerstone Planning Group’s Wheaton Precious Metals WPM Stock Holding History

Cornerstone Planning Group’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 		$23.5K Sell
211
-17
-7% -$2.21K ﹤0.01% 620
2026
Q1 		$28.6K Buy
228
+162
+245% +$22.5K ﹤0.01% 556
2025
Q4 		$10.3K Buy
66
+28
+74% +$3K ﹤0.01% 795
2025
Q3 		$7.55K Sell
38
-14
-27% -$1.37K ﹤0.01% 841
2025
Q2 		$5.09K Buy
52
+16
+44% +$1.35K ﹤0.01% 721
2025
Q1 		$2.94K Hold
36
– – ﹤0.01% 886
2024
Q4 		$2.13K Sell
36
-8
-18% -$496 ﹤0.01% 784
2024
Q3 		$2.98K Buy
44
+13
+42% +$773 ﹤0.01% 687
2024
Q2 		$1.74K Buy
31
+13
+72% +$695 ﹤0.01% 808
2024
Q1 		$949 Buy
+18
New +$813 ﹤0.01% 794

Other funds holding WPM

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Cornerstone Planning Group's WPM Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Wheaton Precious Metals (WPM) stake by 7.5% in Q2 2026, selling an estimated $2.21K and leaving 211 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Cornerstone Planning Group first reported a position in WPM in Q1 2024 and has held it in 10 quarters since. The position peaked at $28.6K in Q1 2026. 491 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Cornerstone Planning Group held 211 shares of Wheaton Precious Metals worth $23.5K as of Q2 2026.
  • Cornerstone Planning Group sold 17 Wheaton Precious Metals shares in Q2 2026, an estimated $2.21K.
  • Wheaton Precious Metals made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #620 holding.
  • Cornerstone Planning Group first reported a position in Wheaton Precious Metals in Q1 2024 and has held it in 10 quarters since.
  • Cornerstone Planning Group's Wheaton Precious Metals position peaked at $28.6K in Q1 2026.
  • 491 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.