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Leonard Rickey Investment Advisors’s Wheaton Precious Metals WPM Stock Holding History

Leonard Rickey Investment Advisors’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
-1,535
Closed -$201K – 133
2026
Q1 		$201K Buy
+1,535
New +$213K 0.03% 117

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Fidelity International
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Bank of Montreal
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Mackenzie Financial
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Leonard Rickey Investment Advisors's WPM Position: Q2 2026 in Review

Leonard Rickey Investment Advisors sold out of Wheaton Precious Metals (WPM) in Q2 2026, closing a stake of 1,535 shares — an estimated $201K sold.

Leonard Rickey Investment Advisors first reported a position in WPM in Q1 2026 and held it in 1 quarter. The position peaked at $201K in Q1 2026. 854 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Leonard Rickey Investment Advisors reported no remaining Wheaton Precious Metals position as of Q2 2026 after selling out during the quarter.
  • Leonard Rickey Investment Advisors sold 1,535 Wheaton Precious Metals shares in Q2 2026, an estimated $201K.
  • Leonard Rickey Investment Advisors first reported a position in Wheaton Precious Metals in Q1 2026 and held it in 1 quarter.
  • Leonard Rickey Investment Advisors's Wheaton Precious Metals position peaked at $201K in Q1 2026.
  • 854 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.