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Flagship Wealth Advisors’s Wheaton Precious Metals WPM Stock Holding History

Flagship Wealth Advisors’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
-724
Closed -$85.1K – 409
2025
Q4 		$85.1K Hold
724
– – 0.02% 177
2025
Q3 		$81K Hold
724
– – 0.03% 182
2025
Q2 		$65K Hold
724
– – 0.02% 187
2025
Q1 		$56.2K Hold
724
– – 0.02% 197
2024
Q4 		$40.7K Buy
+724
New +$44.8K 0.02% 204

Other funds holding WPM

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
First Eagle Investment Management
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
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Flagship Wealth Advisors's WPM Position: Q1 2026 in Review

Flagship Wealth Advisors sold out of Wheaton Precious Metals (WPM) in Q1 2026, closing a stake of 724 shares — an estimated $85.1K sold.

Flagship Wealth Advisors first reported a position in WPM in Q4 2024 and held it in 5 quarters. The position peaked at $85.1K in Q4 2025. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

  • Flagship Wealth Advisors reported no remaining Wheaton Precious Metals position as of Q1 2026 after selling out during the quarter.
  • Flagship Wealth Advisors sold 724 Wheaton Precious Metals shares in Q1 2026, an estimated $85.1K.
  • Flagship Wealth Advisors first reported a position in Wheaton Precious Metals in Q4 2024 and held it in 5 quarters.
  • Flagship Wealth Advisors's Wheaton Precious Metals position peaked at $85.1K in Q4 2025.
  • 851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.