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

Other funds holding WPM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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. 853 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.
853 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.