Capstone Wealth Management Group, Inc.’s Wheaton Precious Metals WPM Stock Holding History

Capstone Wealth Management Group, Inc.’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	$1.82M	Buy	+16,201	New	+$2.11M	1.1%	29

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

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

KeyBank National Association

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Capstone Wealth Management Group, Inc.'s WPM Position: Q2 2026 in Review

Capstone Wealth Management Group, Inc. opened a new position in Wheaton Precious Metals (WPM) in Q2 2026: 16,201 shares worth $1.82M. The stake represents 1.1% of the portfolio and ranks #29 among its holdings.

264 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Capstone Wealth Management Group, Inc. held 16,201 shares of Wheaton Precious Metals worth $1.82M as of Q2 2026.
Wheaton Precious Metals was a new Capstone Wealth Management Group, Inc. position in Q2 2026.
Wheaton Precious Metals made up 1.1% of Capstone Wealth Management Group, Inc.'s portfolio in Q2 2026, its #29 holding.
264 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Capstone Wealth Management Group, Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.