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Kohmann Bosshard Financial Services’s Wheaton Precious Metals WPM Stock Holding History

Kohmann Bosshard Financial 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
Q1 		– Sell
-1,100
Closed -$129K – 619
2025
Q4 		$129K Buy
+1,100
New +$118K 0.01% 355
2025
Q1 		– Sell
-1,750
Closed -$98.4K – 776
2024
Q4 		$98.4K Buy
+1,750
New +$108K 0.01% 257

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Kohmann Bosshard Financial Services's WPM Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of Wheaton Precious Metals (WPM) in Q1 2026, closing a stake of 1,100 shares — an estimated $129K sold.

Kohmann Bosshard Financial Services first reported a position in WPM in Q4 2024 and held it in 2 quarters. The position peaked at $129K in Q4 2025. 859 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

  • Kohmann Bosshard Financial Services reported no remaining Wheaton Precious Metals position as of Q1 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 1,100 Wheaton Precious Metals shares in Q1 2026, an estimated $129K.
  • Kohmann Bosshard Financial Services first reported a position in Wheaton Precious Metals in Q4 2024 and held it in 2 quarters.
  • Kohmann Bosshard Financial Services's Wheaton Precious Metals position peaked at $129K in Q4 2025.
  • 859 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.