Grimes & Company’s Wheaton Precious Metals WPM Stock Holding History

Grimes & Company’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	$309K	Buy	2,752 +1	+0%	+$130	0.01%	376
2026 Q1	$360K	Hold	2,751	–	–	0.01%	340
2025 Q4	$323K	Buy	2,751 +3	+0.1%	+$321	0.01%	367
2025 Q3	$307K	Sell	2,748 -99	-3%	-$9.67K	0.01%	371
2025 Q2	$256K	Buy	2,847 +2	+0.1%	+$168	0.01%	360
2025 Q1	$221K	Buy	+2,845	New	+$190K	0.01%	345
2024 Q4	–	Sell	-3,744	Closed	-$229K	–	401
2024 Q3	$229K	Buy	+3,744	New	+$223K	0.01%	329

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 $59.9B AUM 27.01% 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

Grimes & Company's WPM Position: Q2 2026 in Review

Grimes & Company increased its Wheaton Precious Metals (WPM) stake by 0.04% in Q2 2026, buying an estimated $130 and bringing the position to 2,752 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #376.

Grimes & Company first reported a position in WPM in Q3 2024 and has held it in 7 quarters since. The position peaked at $360K in Q1 2026. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Grimes & Company held 2,752 shares of Wheaton Precious Metals worth $309K as of Q2 2026.
Grimes & Company bought 1 Wheaton Precious Metals share in Q2 2026, an estimated $130.
Wheaton Precious Metals made up 0.01% of Grimes & Company's portfolio in Q2 2026, its #376 holding.
Grimes & Company first reported a position in Wheaton Precious Metals in Q3 2024 and has held it in 7 quarters since.
Grimes & Company's Wheaton Precious Metals position peaked at $360K in Q1 2026.
850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.