Cypress Wealth Services’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $546K | Sell |
4,857
-230
| -5% | -$29.9K | 0.07% | 220 |
|
|
2026
Q1 | $666K | Sell |
5,087
-1,252
| -20% | -$174K | 0.09% | 173 |
|
|
2025
Q4 | $745K | Sell |
6,339
-1,354
| -18% | -$145K | 0.1% | 153 |
|
|
2025
Q3 | $860K | Sell |
7,693
-1,599
| -17% | -$156K | 0.14% | 119 |
|
|
2025
Q2 | $834K | Sell |
9,292
-230
| -2% | -$19.4K | 0.15% | 118 |
|
|
2025
Q1 | $739K | Sell |
9,522
-503
| -5% | -$33.6K | 0.15% | 112 |
|
|
2024
Q4 | $564K | Sell |
10,025
-333
| -3% | -$20.6K | 0.11% | 137 |
|
|
2024
Q3 | $633K | Sell |
10,358
-330
| -3% | -$19.6K | 0.13% | 124 |
|
|
2024
Q2 | $560K | Sell |
10,688
-362
| -3% | -$19.4K | 0.12% | 126 |
|
|
2024
Q1 | $521K | Sell |
11,050
-131
| -1% | -$5.92K | 0.12% | 139 |
|
|
2023
Q4 | $552K | Sell |
11,181
-314
| -3% | -$14.2K | 0.14% | 134 |
|
|
2023
Q3 | $466K | Sell |
11,495
-196
| -2% | -$8.45K | 0.13% | 143 |
|
|
2023
Q2 | $519K | Sell |
11,691
-587
| -5% | -$27.9K | 0.14% | 135 |
|
|
2023
Q1 | $591K | Sell |
12,278
-280
| -2% | -$12.2K | 0.17% | 103 |
|
|
2022
Q4 | $491K | Sell |
12,558
-598
| -5% | -$21.6K | 0.16% | 119 |
|
|
2022
Q3 | $425K | Sell |
13,156
-315
| -2% | -$10.3K | 0.14% | 126 |
|
|
2022
Q2 | $485K | Sell |
13,471
-107
| -0.8% | -$4.64K | 0.15% | 115 |
|
|
2022
Q1 | $646K | Hold |
13,578
| – | – | 0.18% | 97 |
|
|
2021
Q4 | $583K | Sell |
13,578
-533
| -4% | -$21.9K | 0.16% | 100 |
|
|
2021
Q3 | $530K | Hold |
14,111
| – | – | 0.16% | 102 |
|
|
2021
Q2 | $622K | Sell |
14,111
-218
| -2% | -$9.7K | 0.17% | 106 |
|
|
2021
Q1 | $548K | Sell |
14,329
-331
| -2% | -$13.1K | 0.11% | 142 |
|
|
2020
Q4 | $612K | Buy |
+14,660
| New | +$655K | 0.14% | 116 |
|
|
2020
Q3 | – | Sell |
-14,954
| Closed | -$762K | – | 506 |
|
|
2020
Q2 | $659K | Sell |
14,954
-1,029
| -6% | -$40.5K | 0.16% | 121 |
|
|
2020
Q1 | $440K | Sell |
15,983
-735
| -4% | -$21.2K | 0.13% | 135 |
|
|
2019
Q4 | $497K | Sell |
16,718
-306
| -2% | -$8.36K | 0.13% | 135 |
|
|
2019
Q3 | $447K | Sell |
17,024
-65
| -0.4% | -$1.75K | 0.12% | 139 |
|
|
2019
Q2 | $413K | Sell |
17,089
-727
| -4% | -$16.1K | 0.12% | 151 |
|
|
2019
Q1 | $424K | Sell |
17,816
-1,032
| -5% | -$22K | 0.13% | 137 |
|
|
2018
Q4 | $368K | Buy |
18,848
+500
| +3% | +$8.53K | 0.15% | 132 |
|
|
2018
Q3 | $321K | Hold |
18,348
| – | – | 0.11% | 158 |
|
|
2018
Q2 | $405K | Hold |
18,348
| – | – | 0.15% | 133 |
|
|
2018
Q1 | $374K | Hold |
18,348
| – | – | 0.16% | 123 |
|
|
2017
Q4 | $406K | Buy |
+18,348
| New | +$382K | 0.17% | 122 |
|
Other funds holding WPM
Cypress Wealth Services's WPM Position: Q2 2026 in Review
Cypress Wealth Services reduced its Wheaton Precious Metals (WPM) stake by 4.5% in Q2 2026, selling an estimated $29.9K and leaving 4,857 shares worth $546K. The position accounts for 0.07% of the portfolio, ranked #220.
Cypress Wealth Services first reported a position in WPM in Q4 2017 and has held it in 34 quarters since. The position peaked at $860K in Q3 2025. 851 funds tracked by Wall St. Rank hold WPM as of Q2 2026.
- Cypress Wealth Services held 4,857 shares of Wheaton Precious Metals worth $546K as of Q2 2026.
- Cypress Wealth Services sold 230 Wheaton Precious Metals shares in Q2 2026, an estimated $29.9K.
- Wheaton Precious Metals made up 0.07% of Cypress Wealth Services's portfolio in Q2 2026, its #220 holding.
- Cypress Wealth Services first reported a position in Wheaton Precious Metals in Q4 2017 and has held it in 34 quarters since.
- Cypress Wealth Services's Wheaton Precious Metals position peaked at $860K in Q3 2025.
- 851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.
Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.