LPL Financial’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $34.5M | Buy |
306,949
+59,180
| +24% | +$7.7M | 0.01% | 1217 |
|
|
2026
Q1 | $32.5M | Buy |
247,769
+18,143
| +8% | +$2.52M | 0.01% | 1139 |
|
|
2025
Q4 | $27M | Buy |
229,626
+785
| +0.3% | +$84.1K | 0.01% | 1208 |
|
|
2025
Q3 | $25.6M | Buy |
228,841
+18,679
| +9% | +$1.83M | 0.01% | 1206 |
|
|
2025
Q2 | $18.9M | Buy |
210,162
+12,187
| +6% | +$1.03M | 0.01% | 1300 |
|
|
2025
Q1 | $15.4M | Sell |
197,975
-3,696
| -2% | -$247K | 0.01% | 1324 |
|
|
2024
Q4 | $11.3M | Buy |
201,671
+22,139
| +12% | +$1.37M | ﹤0.01% | 1447 |
|
|
2024
Q3 | $11M | Buy |
179,532
+8,704
| +5% | +$518K | ﹤0.01% | 1404 |
|
|
2024
Q2 | $8.95M | Buy |
170,828
+9,288
| +6% | +$497K | ﹤0.01% | 1445 |
|
|
2024
Q1 | $7.61M | Buy |
161,540
+2,352
| +1% | +$106K | ﹤0.01% | 1500 |
|
|
2023
Q4 | $7.85M | Sell |
159,188
-15,327
| -9% | -$693K | ﹤0.01% | 1396 |
|
|
2023
Q3 | $7.08M | Buy |
174,515
+3,461
| +2% | +$149K | 0.01% | 1383 |
|
|
2023
Q2 | $7.39M | Buy |
171,054
+38,431
| +29% | +$1.83M | 0.01% | 1322 |
|
|
2023
Q1 | $6.39M | Buy |
132,623
+42,984
| +48% | +$1.88M | 0.01% | 1362 |
|
|
2022
Q4 | $3.5M | Buy |
89,639
+3,659
| +4% | +$132K | ﹤0.01% | 1672 |
|
|
2022
Q3 | $2.78M | Buy |
85,980
+3,300
| +4% | +$108K | ﹤0.01% | 1759 |
|
|
2022
Q2 | $2.98M | Buy |
82,680
+462
| +0.6% | +$20.1K | ﹤0.01% | 1729 |
|
|
2022
Q1 | $3.91M | Buy |
82,218
+229
| +0.3% | +$9.96K | ﹤0.01% | 1592 |
|
|
2021
Q4 | $3.52M | Buy |
81,989
+1,596
| +2% | +$65.7K | ﹤0.01% | 1684 |
|
|
2021
Q3 | $3.02M | Buy |
80,393
+141
| +0.2% | +$6.15K | ﹤0.01% | 1741 |
|
|
2021
Q2 | $3.54M | Sell |
80,252
-1,445
| -2% | -$64.3K | ﹤0.01% | 1587 |
|
|
2021
Q1 | $3.12M | Buy |
81,697
+5,444
| +7% | +$216K | ﹤0.01% | 1548 |
|
|
2020
Q4 | $3.18M | Buy |
76,253
+1,905
| +3% | +$85.1K | ﹤0.01% | 1382 |
|
|
2020
Q3 | $3.65M | Sell |
74,348
-3,338
| -4% | -$170K | 0.01% | 1115 |
|
|
2020
Q2 | $3.42M | Sell |
77,686
-429
| -0.5% | -$16.9K | 0.01% | 1056 |
|
|
2020
Q1 | $2.15M | Buy |
78,115
+5,782
| +8% | +$167K | ﹤0.01% | 1148 |
|
|
2019
Q4 | $2.15M | Buy |
72,333
+4,914
| +7% | +$134K | ﹤0.01% | 1306 |
|
|
2019
Q3 | $1.77M | Buy |
67,419
+4,585
| +7% | +$123K | ﹤0.01% | 1347 |
|
|
2019
Q2 | $1.52M | Buy |
62,834
+1,843
| +3% | +$40.9K | ﹤0.01% | 1424 |
|
|
2019
Q1 | $1.45M | Buy |
60,991
+4,371
| +8% | +$93K | ﹤0.01% | 1393 |
|
|
2018
Q4 | $1.11M | Buy |
56,620
+1,493
| +3% | +$25.5K | ﹤0.01% | 1450 |
|
|
2018
Q3 | $965K | Sell |
55,127
-1,781
| -3% | -$34.2K | ﹤0.01% | 1698 |
|
|
2018
Q2 | $1.25M | Buy |
56,908
+2,503
| +5% | +$53.9K | ﹤0.01% | 1473 |
|
|
2018
Q1 | $1.11M | Buy |
54,405
+89
| +0.2% | +$1.83K | ﹤0.01% | 1526 |
|
|
2017
Q4 | $1.2M | Buy |
54,316
+8,458
| +18% | +$176K | ﹤0.01% | 1396 |
|
|
2017
Q3 | $875K | Sell |
45,858
-34,073
| -43% | -$671K | ﹤0.01% | 1536 |
|
|
2017
Q2 | $1.59M | Sell |
79,931
-1,493
| -2% | -$30.5K | 0.01% | 1078 |
|
|
2017
Q1 | $1.72M | Sell |
81,424
-1,149
| -1% | -$23.9K | 0.01% | 924 |
|
|
2016
Q4 | $1.64M | Sell |
82,573
-88,266
| -52% | -$1.84M | 0.01% | 902 |
|
|
2016
Q3 | $4.03M | Sell |
170,839
-5,764
| -3% | -$159K | 0.04% | 460 |
|
|
2016
Q2 | $4.52M | Sell |
176,603
-133,280
| -43% | -$2.57M | 0.04% | 412 |
|
|
2016
Q1 | $5.02M | Buy |
309,883
+18,410
| +6% | +$267K | 0.01% | 714 |
|
|
2015
Q4 | $3.56M | Buy |
291,473
+196,252
| +206% | +$2.59M | 0.01% | 868 |
|
|
2015
Q3 | $1.29M | Buy |
95,221
+44,928
| +89% | +$586K | 0.01% | 1080 |
|
|
2015
Q2 | $882K | Sell |
50,293
-1,067
| -2% | -$20.5K | ﹤0.01% | 1470 |
|
|
2015
Q1 | $1.02M | Sell |
51,360
-105,629
| -67% | -$2.25M | 0.01% | 1339 |
|
|
2014
Q4 | $3.19M | Buy |
156,989
+114,939
| +273% | +$2.29M | 0.02% | 672 |
|
|
2014
Q3 | $846K | Sell |
42,050
-5,028
| -11% | -$125K | 0.01% | 1389 |
|
|
2014
Q2 | $1.24M | Sell |
47,078
-2,476
| -5% | -$55.4K | 0.01% | 1176 |
|
|
2014
Q1 | $1.13M | Buy |
49,554
+10,357
| +26% | +$244K | 0.01% | 1191 |
|
|
2013
Q4 | $791K | Sell |
39,197
-3,433
| -8% | -$74.6K | ﹤0.01% | 1414 |
|
|
2013
Q3 | $939K | Sell |
42,630
-3,280
| -7% | -$78K | 0.01% | 1219 |
|
|
2013
Q2 | $903K | Buy |
+45,910
| New | +$1.09M | 0.01% | 1190 |
|
Other funds holding WPM
LPL Financial's WPM Position: Q2 2026 in Review
LPL Financial increased its Wheaton Precious Metals (WPM) stake by 24% in Q2 2026, buying an estimated $7.7M and bringing the position to 306,949 shares worth $34.5M. The position accounts for 0.01% of the portfolio, ranked #1217.
LPL Financial first reported a position in WPM in Q2 2013 and has held it in 53 quarters since. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.
- LPL Financial held 306,949 shares of Wheaton Precious Metals worth $34.5M as of Q2 2026.
- LPL Financial bought 59,180 Wheaton Precious Metals shares in Q2 2026, an estimated $7.7M.
- Wheaton Precious Metals made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1217 holding.
- LPL Financial first reported a position in Wheaton Precious Metals in Q2 2013 and has held it in 53 quarters since.
- 852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.