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Garton & Associates Financial Advisors’s Wheaton Precious Metals WPM Stock Holding History

Garton & Associates Financial 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
-208
Closed -$24.5K – 706
2025
Q4 		$24.5K Buy
+208
New +$22.3K 0.01% 580

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Garton & Associates Financial Advisors's WPM Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Wheaton Precious Metals (WPM) in Q1 2026, closing a stake of 208 shares — an estimated $24.5K sold.

Garton & Associates Financial Advisors first reported a position in WPM in Q4 2025 and held it in 1 quarter. The position peaked at $24.5K in Q4 2025. 858 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Wheaton Precious Metals position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 208 Wheaton Precious Metals shares in Q1 2026, an estimated $24.5K.
  • Garton & Associates Financial Advisors first reported a position in Wheaton Precious Metals in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Wheaton Precious Metals position peaked at $24.5K in Q4 2025.
  • 858 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.