Leavell Investment Management’s Wheaton Precious Metals WPM Stock Holding History

Leavell Investment Management’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 Q2	$6.38M	Sell	56,804 -1,740	-3%	-$226K	0.23%	114
2026 Q1	$7.68M	Sell	58,544 -2,590	-4%	-$360K	0.32%	72
2025 Q4	$7.18M	Sell	61,134 -70	-0.1%	-$7.5K	0.3%	82
2025 Q3	$6.85M	Sell	61,204 -2,230	-4%	-$218K	0.29%	81
2025 Q2	$5.7M	Buy	63,434 +2,389	+4%	+$201K	0.26%	99
2025 Q1	$4.74M	Buy	61,045 +1,529	+3%	+$102K	0.23%	103
2024 Q4	$3.35M	Buy	59,516 +675	+1%	+$41.8K	0.16%	138
2024 Q3	$3.59M	Sell	58,841 -1	-0%	-$59	0.18%	128
2024 Q2	$3.08M	Hold	58,842	–	–	0.17%	129
2024 Q1	$2.77M	Sell	58,842 -25,080	-30%	-$1.13M	0.16%	136
2023 Q4	$4.14M	Hold	83,922	–	–	0.26%	96
2023 Q3	$3.4M	Sell	83,922 -14,720	-15%	-$635K	0.24%	107
2023 Q2	$4.26M	Sell	98,642 -8,918	-8%	-$424K	0.29%	88
2023 Q1	$5.2M	Sell	107,560 -4,676	-4%	-$204K	0.37%	74
2022 Q4	$4.39M	Sell	112,236 -6,310	-5%	-$228K	0.33%	86
2022 Q3	$3.84M	Sell	118,546 -9,000	-7%	-$296K	0.3%	95
2022 Q2	$4.59M	Hold	127,546	–	–	0.35%	83
2022 Q1	$6.09M	Sell	127,546 -625	-0.5%	-$27.2K	0.42%	70
2021 Q4	$5.5M	Sell	128,171 -12,554	-9%	-$517K	0.37%	76
2021 Q3	$5.29M	Buy	140,725 +540	+0.4%	+$23.6K	0.39%	74
2021 Q2	$5.38M	Hold	140,185	–	–	0.44%	68
2021 Q1	$5.38M	Sell	140,185 -15,730	-10%	-$624K	0.44%	68
2020 Q4	$6.51M	Buy	155,915 +980	+0.6%	+$43.8K	0.56%	54
2020 Q3	$7.6M	Buy	154,935 +11,770	+8%	+$600K	0.66%	45
2020 Q2	$6.31M	Buy	143,165 +19,780	+16%	+$778K	0.61%	52
2020 Q1	$3.41M	Buy	123,385 +4,325	+4%	+$125K	0.4%	77
2019 Q4	$3.54M	Buy	119,060 +58,410	+96%	+$1.6M	0.33%	91
2019 Q3	$1.59M	Buy	+60,650	New	+$1.63M	0.16%	141

Other funds holding WPM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Leavell Investment Management's WPM Position: Q2 2026 in Review

Leavell Investment Management reduced its Wheaton Precious Metals (WPM) stake by 3% in Q2 2026, selling an estimated $226K and leaving 56,804 shares worth $6.38M. The position accounts for 0.23% of the portfolio, ranked #114.

Leavell Investment Management first reported a position in WPM in Q3 2019 and has held it in 28 quarters since. The position peaked at $7.68M in Q1 2026. 853 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Leavell Investment Management held 56,804 shares of Wheaton Precious Metals worth $6.38M as of Q2 2026.
Leavell Investment Management sold 1,740 Wheaton Precious Metals shares in Q2 2026, an estimated $226K.
Wheaton Precious Metals made up 0.23% of Leavell Investment Management's portfolio in Q2 2026, its #114 holding.
Leavell Investment Management first reported a position in Wheaton Precious Metals in Q3 2019 and has held it in 28 quarters since.
Leavell Investment Management's Wheaton Precious Metals position peaked at $7.68M in Q1 2026.
853 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.