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L.J. Altfest & Co’s Wheaton Precious Metals WPM Stock Holding History

L.J. Altfest & Co’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
-3,866
Closed -$454K – 383
2025
Q4 		$454K Sell
3,866
-11,474
-75% -$1.23M 0.05% 238
2025
Q3 		$1.72M Buy
15,340
+5,446
+55% +$532K 0.19% 86
2025
Q2 		$888K Sell
9,894
-6,226
-39% -$524K 0.1% 132
2025
Q1 		$1.25M Buy
16,120
+3,484
+28% +$232K 0.16% 107
2024
Q4 		$711K Buy
+12,636
New +$783K 0.09% 156

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

L.J. Altfest & Co's WPM Position: Q1 2026 in Review

L.J. Altfest & Co sold out of Wheaton Precious Metals (WPM) in Q1 2026, closing a stake of 3,866 shares — an estimated $454K sold.

L.J. Altfest & Co first reported a position in WPM in Q4 2024 and held it in 5 quarters. The position peaked at $1.72M in Q3 2025. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

  • L.J. Altfest & Co reported no remaining Wheaton Precious Metals position as of Q1 2026 after selling out during the quarter.
  • L.J. Altfest & Co sold 3,866 Wheaton Precious Metals shares in Q1 2026, an estimated $454K.
  • L.J. Altfest & Co first reported a position in Wheaton Precious Metals in Q4 2024 and held it in 5 quarters.
  • L.J. Altfest & Co's Wheaton Precious Metals position peaked at $1.72M in Q3 2025.
  • 851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.