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Lewis Asset Management’s Wheaton Precious Metals WPM Stock Holding History

Lewis Asset 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 		$528K Hold
4,705
– – 0.19% 120
2026
Q1 		$616K Hold
4,705
– – 0.25% 97
2025
Q4 		$553K Buy
4,705
+1,430
+44% +$153K 0.23% 101
2025
Q3 		$366K Hold
3,275
– – 0.15% 133
2025
Q2 		$294K Buy
+3,275
New +$276K 0.14% 145

Other funds holding WPM

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Lewis Asset Management's WPM Position: Q2 2026 in Review

Lewis Asset Management held its Wheaton Precious Metals (WPM) position steady in Q2 2026 at 4,705 shares worth $528K. The position accounts for 0.19% of the portfolio, ranked #120.

Lewis Asset Management first reported a position in WPM in Q2 2025 and has held it in 5 quarters since. The position peaked at $616K in Q1 2026. 305 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Lewis Asset Management held 4,705 shares of Wheaton Precious Metals worth $528K as of Q2 2026.
  • Lewis Asset Management left its Wheaton Precious Metals share count unchanged in Q2 2026.
  • Wheaton Precious Metals made up 0.19% of Lewis Asset Management's portfolio in Q2 2026, its #120 holding.
  • Lewis Asset Management first reported a position in Wheaton Precious Metals in Q2 2025 and has held it in 5 quarters since.
  • Lewis Asset Management's Wheaton Precious Metals position peaked at $616K in Q1 2026.
  • 305 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

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