Harvest Investment Services’s Wheaton Precious Metals WPM Stock Holding History

Harvest Investment Services’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	$2.37M	Buy	21,133 +2,601	+14%	+$338K	0.37%	74
2026 Q1	$2.43M	Buy	18,532 +15,896	+603%	+$2.21M	0.44%	60
2025 Q4	$310K	Sell	2,636 -100	-4%	-$10.7K	0.06%	260
2025 Q3	$306K	Sell	2,736 -341	-11%	-$33.3K	0.06%	252
2025 Q2	$276K	Buy	3,077 +137	+5%	+$11.5K	0.06%	260
2025 Q1	$228K	Buy	+2,940	New	+$196K	0.06%	236
2023 Q3	–	Sell	-4,787	Closed	-$207K	–	202
2023 Q2	$207K	Hold	4,787	–	–	0.12%	154
2023 Q1	$231K	Buy	+4,787	New	+$209K	0.18%	115
2020 Q3	–	Sell	-5,257	Closed	-$231K	–	246
2020 Q2	$231K	Buy	+5,257	New	+$207K	0.14%	171
2020 Q1	–	Sell	-10,385	Closed	-$308K	–	171
2019 Q4	$308K	Sell	10,385 -369	-3%	-$10.1K	0.16%	100
2019 Q3	$285K	Buy	+10,754	New	+$289K	0.14%	119

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

Harvest Investment Services's WPM Position: Q2 2026 in Review

Harvest Investment Services increased its Wheaton Precious Metals (WPM) stake by 14% in Q2 2026, buying an estimated $338K and bringing the position to 21,133 shares worth $2.37M. The position accounts for 0.37% of the portfolio, ranked #74.

Harvest Investment Services first reported a position in WPM in Q3 2019 and has held it in 11 quarters since. The position peaked at $2.43M in Q1 2026. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Harvest Investment Services held 21,133 shares of Wheaton Precious Metals worth $2.37M as of Q2 2026.
Harvest Investment Services bought 2,601 Wheaton Precious Metals shares in Q2 2026, an estimated $338K.
Wheaton Precious Metals made up 0.37% of Harvest Investment Services's portfolio in Q2 2026, its #74 holding.
Harvest Investment Services first reported a position in Wheaton Precious Metals in Q3 2019 and has held it in 11 quarters since.
Harvest Investment Services's Wheaton Precious Metals position peaked at $2.43M in Q1 2026.
850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.