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	–	1426
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

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Hendley & Co Zanesville, Ohio $283M AUM 19.89% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Towarzystwo Funduszy Inwestycyjnych Allianz Polska Warszawa, Poland $46.6M AUM 51.22% 1-Year Est. Return

Enclave Advisors Austin, Texas $767M AUM 21.99% 1-Year Est. Return