Jamison Private Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$605K Buy
5,385
+329
+7% +$42.8K 0.06% 152
2026
Q1
$662K Sell
5,056
-319
-6% -$44.4K 0.08% 137
2025
Q4
$632K Buy
5,375
+92
+2% +$9.85K 0.08% 139
2025
Q3
$591K Buy
5,283
+1,397
+36% +$137K 0.07% 144
2025
Q2
$349K Sell
3,886
-939
-19% -$79K 0.05% 169
2025
Q1
$375K Buy
4,825
+732
+18% +$48.8K 0.06% 161
2024
Q4
$230K Buy
4,093
+766
+23% +$47.4K 0.03% 192
2024
Q3
$203K Buy
3,327
+1,488
+81% +$88.5K 0.03% 189
2024
Q2
$96.4K Sell
1,839
-87
-5% -$4.65K 0.02% 220
2024
Q1
$90.8K Hold
1,926
0.02% 220
2023
Q4
$95K Buy
1,926
+592
+44% +$26.8K 0.02% 205
2023
Q3
$54.1K Buy
+1,334
New +$57.5K 0.01% 223

Other funds holding WPM

Jamison Private Wealth Management's WPM Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Wheaton Precious Metals (WPM) stake by 6.5% in Q2 2026, buying an estimated $42.8K and bringing the position to 5,385 shares worth $605K. The position accounts for 0.06% of the portfolio, ranked #152.

Jamison Private Wealth Management first reported a position in WPM in Q3 2023 and has held it in 12 quarters since. The position peaked at $662K in Q1 2026. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Jamison Private Wealth Management held 5,385 shares of Wheaton Precious Metals worth $605K as of Q2 2026.
  • Jamison Private Wealth Management bought 329 Wheaton Precious Metals shares in Q2 2026, an estimated $42.8K.
  • Wheaton Precious Metals made up 0.06% of Jamison Private Wealth Management's portfolio in Q2 2026, its #152 holding.
  • Jamison Private Wealth Management first reported a position in Wheaton Precious Metals in Q3 2023 and has held it in 12 quarters since.
  • Jamison Private Wealth Management's Wheaton Precious Metals position peaked at $662K in Q1 2026.
  • 850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.