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Laurel Wealth Advisors (North Carolina)’s Wheaton Precious Metals WPM Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-400
Closed -$47K – 670
2025
Q4 		$47K Buy
+400
New +$42.8K 0.01% 329
2025
Q2 		– Sell
-700
Closed -$54.3K – 680
2025
Q1 		$54.3K Hold
700
– – 0.01% 304
2024
Q4 		$39.4K Buy
+700
New +$43.4K 0.01% 336
2022
Q3 		– Sell
-75
Closed -$3K – 613
2022
Q2 		$3K Hold
75
– – ﹤0.01% 515
2022
Q1 		$4K Hold
75
– – ﹤0.01% 517
2021
Q4 		$3K Hold
75
– – ﹤0.01% 559
2021
Q3 		$3K Hold
75
– – ﹤0.01% 568
2021
Q2 		$3K Hold
75
– – ﹤0.01% 640
2021
Q1 		$3K Hold
75
– – ﹤0.01% 581
2020
Q4 		$3K Buy
+75
New +$3.35K ﹤0.01% 533

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Vanguard Capital Management
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Mirae Asset Global ETFs Holdings
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Massachusetts Financial Services
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Laurel Wealth Advisors (North Carolina)'s WPM Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Wheaton Precious Metals (WPM) in Q1 2026, closing a stake of 400 shares — an estimated $47K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in WPM in Q4 2020 and held it in 10 quarters. The position peaked at $54.3K in Q1 2025. 858 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Wheaton Precious Metals position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 400 Wheaton Precious Metals shares in Q1 2026, an estimated $47K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Wheaton Precious Metals in Q4 2020 and held it in 10 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Wheaton Precious Metals position peaked at $54.3K in Q1 2025.
  • 858 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.