Mark Sheptoff Financial Planning’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
Q1 | $12.6K | Hold |
100
| – | – | 0.01% | 319 |
|
|
2025
Q4 | $11.8K | Hold |
100
| – | – | 0.01% | 337 |
|
|
2025
Q3 | $11.2K | Hold |
100
| – | – | 0.01% | 332 |
|
|
2025
Q2 | $8.98K | Hold |
100
| – | – | ﹤0.01% | 350 |
|
|
2025
Q1 | $7.76K | Sell |
100
-2,200
| -96% | -$147K | ﹤0.01% | 340 |
|
|
2024
Q4 | $129K | Buy |
2,300
+1,200
| +109% | +$74.3K | 0.07% | 109 |
|
|
2024
Q3 | $67.2K | Buy |
1,100
+600
| +120% | +$35.7K | 0.04% | 152 |
|
|
2024
Q2 | $26.2K | Hold |
500
| – | – | 0.01% | 234 |
|
|
2024
Q1 | $23.6K | Hold |
500
| – | – | 0.01% | 224 |
|
|
2023
Q4 | $24.7K | Hold |
500
| – | – | 0.01% | 212 |
|
|
2023
Q3 | $20.3K | Hold |
500
| – | – | 0.01% | 210 |
|
|
2023
Q2 | $21.6K | Hold |
500
| – | – | 0.01% | 219 |
|
|
2023
Q1 | $24.1K | Hold |
500
| – | – | 0.01% | 206 |
|
|
2022
Q4 | $19.5K | Hold |
500
| – | – | 0.01% | 219 |
|
|
2022
Q3 | $16K | Hold |
500
| – | – | 0.01% | 225 |
|
|
2022
Q2 | $18K | Sell |
500
-250
| -33% | -$10.8K | 0.01% | 228 |
|
|
2022
Q1 | $36K | Hold |
750
| – | – | 0.02% | 197 |
|
|
2021
Q4 | $32K | Hold |
750
| – | – | 0.02% | 216 |
|
|
2021
Q3 | $28K | Hold |
750
| – | – | 0.02% | 217 |
|
|
2021
Q2 | $33K | Buy |
750
+250
| +50% | +$11.1K | 0.02% | 229 |
|
|
2021
Q1 | $19K | Hold |
500
| – | – | 0.01% | 238 |
|
|
2020
Q4 | $21K | Hold |
500
| – | – | 0.01% | 216 |
|
|
2020
Q3 | $25K | Hold |
500
| – | – | 0.02% | 181 |
|
|
2020
Q2 | $22K | Hold |
500
| – | – | 0.01% | 194 |
|
|
2020
Q1 | $14K | Hold |
500
| – | – | 0.01% | 206 |
|
|
2019
Q4 | $15K | Hold |
500
| – | – | 0.01% | 249 |
|
|
2019
Q3 | $13K | Hold |
500
| – | – | 0.01% | 254 |
|
|
2019
Q2 | $12K | Hold |
500
| – | – | 0.01% | 256 |
|
|
2019
Q1 | $12K | Hold |
500
| – | – | 0.01% | 260 |
|
|
2018
Q4 | $10K | Hold |
500
| – | – | 0.01% | 245 |
|
|
2018
Q3 | $9K | Hold |
500
| – | – | 0.01% | 300 |
|
|
2018
Q2 | $11K | Hold |
500
| – | – | 0.01% | 272 |
|
|
2018
Q1 | $10K | Hold |
500
| – | – | 0.01% | 290 |
|
|
2017
Q4 | $11K | Hold |
500
| – | – | 0.01% | 274 |
|
|
2017
Q3 | $10K | Hold |
500
| – | – | 0.01% | 287 |
|
|
2017
Q2 | $10K | Sell |
500
-1
| -0.2% | -$20 | 0.01% | 277 |
|
|
2017
Q1 | $10K | Buy |
501
+1
| +0.2% | +$21 | 0.01% | 280 |
|
|
2016
Q4 | $10K | Buy |
+500
| New | +$10.4K | 0.01% | 270 |
|
Other funds holding WPM
VCM
Mark Sheptoff Financial Planning's WPM Position: Q1 2026 in Review
Mark Sheptoff Financial Planning held its Wheaton Precious Metals (WPM) position steady in Q1 2026 at 100 shares worth $12.6K. The position accounts for 0.01% of the portfolio, ranked #319.
Mark Sheptoff Financial Planning first reported a position in WPM in Q4 2016 and has held it in 38 quarters since. The position peaked at $129K in Q4 2024. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.
- Mark Sheptoff Financial Planning held 100 shares of Wheaton Precious Metals worth $12.6K as of Q1 2026.
- Mark Sheptoff Financial Planning left its Wheaton Precious Metals share count unchanged in Q1 2026.
- Wheaton Precious Metals made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #319 holding.
- Mark Sheptoff Financial Planning first reported a position in Wheaton Precious Metals in Q4 2016 and has held it in 38 quarters since.
- Mark Sheptoff Financial Planning's Wheaton Precious Metals position peaked at $129K in Q4 2024.
- 851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.
Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.