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Legacy Wealth Management (Idaho)’s Wheaton Precious Metals WPM Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-130
Closed -$17K – 973
2026
Q1 		$17K Buy
130
+10
+8% +$1.39K 0.01% 406
2025
Q4 		$14.1K Hold
120
– – 0.01% 373
2025
Q3 		$13.4K Hold
120
– – 0.01% 315
2025
Q2 		$10.8K Hold
120
– – 0.01% 304
2025
Q1 		$9.32K Hold
120
– – 0.01% 339
2024
Q4 		$7.94K Hold
120
– – 0.01% 323
2024
Q3 		$7.08K Buy
+120
New +$7.14K ﹤0.01% 358

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First Eagle Investment Management
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Vanguard Capital Management
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Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s WPM Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Wheaton Precious Metals (WPM) in Q2 2026, closing a stake of 130 shares — an estimated $17K sold.

Legacy Wealth Management (Idaho) first reported a position in WPM in Q3 2024 and held it in 7 quarters. The position peaked at $17K in Q1 2026. 854 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Wheaton Precious Metals position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 130 Wheaton Precious Metals shares in Q2 2026, an estimated $17K.
  • Legacy Wealth Management (Idaho) first reported a position in Wheaton Precious Metals in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Wheaton Precious Metals position peaked at $17K in Q1 2026.
  • 854 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.