Harbor Investment Advisory’s Wheaton Precious Metals WPM Stock Holding History

Harbor Investment Advisory’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	$50.5K	Buy	+450	New	+$58.5K	﹤0.01%	753
2022 Q2	–	Sell	-400	Closed	-$19K	–	1421
2022 Q1	$19K	Hold	400	–	–	﹤0.01%	950
2021 Q4	$17K	Hold	400	–	–	﹤0.01%	969
2021 Q3	$15K	Hold	400	–	–	﹤0.01%	992
2021 Q2	$18K	Hold	400	–	–	﹤0.01%	921
2021 Q1	$15K	Hold	400	–	–	﹤0.01%	919
2020 Q4	$17K	Hold	400	–	–	﹤0.01%	851
2020 Q3	$20K	Buy	+400	New	+$20.4K	﹤0.01%	742
2020 Q1	–	Sell	-1	Closed	–	–	1206
2019 Q4	$0	Buy	+1	New	+$27	﹤0.01%	994

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 $60.8B AUM 26.63% 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

Harbor Investment Advisory's WPM Position: Q2 2026 in Review

Harbor Investment Advisory opened a new position in Wheaton Precious Metals (WPM) in Q2 2026: 450 shares worth $50.5K. The stake represents ﹤0.01% of the portfolio and ranks #753 among its holdings. This is a return to the name: Harbor Investment Advisory previously reported a position in WPM as recently as Q1 2022.

Harbor Investment Advisory first reported a position in WPM in Q4 2019 and has held it in 9 quarters since. 854 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Harbor Investment Advisory held 450 shares of Wheaton Precious Metals worth $50.5K as of Q2 2026.
Wheaton Precious Metals was a new Harbor Investment Advisory position in Q2 2026.
Wheaton Precious Metals made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #753 holding.
Harbor Investment Advisory first reported a position in Wheaton Precious Metals in Q4 2019 and has held it in 9 quarters since.
854 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.