Larson Financial Group’s Wheaton Precious Metals WPM Stock Holding History

Larson Financial Group’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	$96.3K	Buy	735 +44	+6%	+$6.12K	﹤0.01%	1013
2025 Q4	$81.2K	Buy	691 +236	+52%	+$25.3K	﹤0.01%	1010
2025 Q3	$50.9K	Sell	455 -4,196	-90%	-$410K	﹤0.01%	1155
2025 Q2	$418K	Buy	4,651 +3,121	+204%	+$263K	0.02%	479
2025 Q1	$119K	Hold	1,530	–	–	0.01%	757
2024 Q4	$86.1K	Hold	1,530	–	–	﹤0.01%	758
2024 Q3	$93.5K	Hold	1,530	–	–	0.01%	744
2024 Q2	$80.2K	Buy	1,530 +16	+1%	+$855	0.01%	701
2024 Q1	$71.4K	Hold	1,514	–	–	0.01%	610
2023 Q4	$74.7K	Hold	1,514	–	–	0.01%	547
2023 Q3	$61.4K	Hold	1,514	–	–	0.01%	557
2023 Q2	$65.4K	Hold	1,514	–	–	0.01%	498
2023 Q1	$72.9K	Hold	1,514	–	–	0.01%	474
2022 Q4	$59.2K	Hold	1,514	–	–	0.01%	491
2022 Q3	$49K	Hold	1,514	–	–	0.01%	471
2022 Q2	$55K	Hold	1,514	–	–	0.01%	352
2022 Q1	$72K	Hold	1,514	–	–	0.01%	319
2021 Q4	$65K	Hold	1,514	–	–	0.01%	337
2021 Q3	$57K	Hold	1,514	–	–	0.01%	275
2021 Q2	$67K	Hold	1,514	–	–	0.02%	231
2021 Q1	$58K	Hold	1,514	–	–	0.02%	229
2020 Q4	$63K	Hold	1,514	–	–	0.02%	190
2020 Q3	$74K	Sell	1,514 -2	-0.1%	-$102	0.03%	154
2020 Q2	$67K	Buy	+1,516	New	+$59.6K	0.03%	166
2020 Q1	–	Sell	-47	Closed	-$1K	–	671
2019 Q4	$1K	Hold	47	–	–	﹤0.01%	554
2019 Q3	$1K	Sell	47 -1	-2%	-$27	﹤0.01%	524
2019 Q2	$1K	Hold	48	–	–	﹤0.01%	474
2019 Q1	$1K	Hold	48	–	–	﹤0.01%	468
2018 Q4	$1K	Buy	+48	New	+$819	﹤0.01%	449

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 $59B AUM 32.99% 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 $123B AUM 34.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Larson Financial Group's WPM Position: Q1 2026 in Review

Larson Financial Group increased its Wheaton Precious Metals (WPM) stake by 6.4% in Q1 2026, buying an estimated $6.12K and bringing the position to 735 shares worth $96.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

Larson Financial Group first reported a position in WPM in Q4 2018 and has held it in 29 quarters since. The position peaked at $418K in Q2 2025. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

Larson Financial Group held 735 shares of Wheaton Precious Metals worth $96.3K as of Q1 2026.
Larson Financial Group bought 44 Wheaton Precious Metals shares in Q1 2026, an estimated $6.12K.
Wheaton Precious Metals made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1013 holding.
Larson Financial Group first reported a position in Wheaton Precious Metals in Q4 2018 and has held it in 29 quarters since.
Larson Financial Group's Wheaton Precious Metals position peaked at $418K in Q2 2025.
851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.