Massachusetts Financial Services’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 | $863M | Sell |
6,297,084
-317,690
| -5% | -$44.2M | 0.29% | 93 |
|
|
2025
Q4 | $777M | Sell |
6,614,774
-182,080
| -3% | -$19.5M | 0.25% | 104 |
|
|
2025
Q3 | $760M | Sell |
6,796,854
-136,509
| -2% | -$13.3M | 0.24% | 110 |
|
|
2025
Q2 | $623M | Sell |
6,933,363
-114,408
| -2% | -$9.63M | 0.2% | 130 |
|
|
2025
Q1 | $547M | Sell |
7,047,771
-70,949
| -1% | -$4.73M | 0.18% | 141 |
|
|
2024
Q4 | $400M | Sell |
7,118,720
-112,671
| -2% | -$6.98M | 0.13% | 185 |
|
|
2024
Q3 | $442M | Sell |
7,231,391
-314,981
| -4% | -$18.7M | 0.13% | 169 |
|
|
2024
Q2 | $396M | Sell |
7,546,372
-37,736
| -0.5% | -$2.02M | 0.12% | 170 |
|
|
2024
Q1 | $357M | Sell |
7,584,108
-57,100
| -0.7% | -$2.58M | 0.11% | 186 |
|
|
2023
Q4 | $377M | Buy |
7,641,208
+55,942
| +0.7% | +$2.53M | 0.12% | 173 |
|
|
2023
Q3 | $308M | Buy |
7,585,266
+713,381
| +10% | +$30.8M | 0.11% | 183 |
|
|
2023
Q2 | $297M | Sell |
6,871,885
-107,413
| -2% | -$5.1M | 0.1% | 198 |
|
|
2023
Q1 | $336M | Sell |
6,979,298
-11,390
| -0.2% | -$498K | 0.12% | 180 |
|
|
2022
Q4 | $273M | Buy |
6,990,688
+224,296
| +3% | +$8.11M | 0.1% | 204 |
|
|
2022
Q3 | $219M | Buy |
6,766,392
+453,622
| +7% | +$14.9M | 0.08% | 219 |
|
|
2022
Q2 | $227M | Sell |
6,312,770
-42,408
| -0.7% | -$1.84M | 0.08% | 226 |
|
|
2022
Q1 | $302M | Buy |
6,355,178
+49,793
| +0.8% | +$2.17M | 0.09% | 202 |
|
|
2021
Q4 | $271M | Buy |
6,305,385
+48,747
| +0.8% | +$2.01M | 0.07% | 232 |
|
|
2021
Q3 | $235M | Sell |
6,256,638
-79,295
| -1% | -$3.46M | 0.07% | 239 |
|
|
2021
Q2 | $279M | Buy |
6,335,933
+55,827
| +0.9% | +$2.48M | 0.08% | 208 |
|
|
2021
Q1 | $240M | Buy |
6,280,106
+3,147,537
| +100% | +$125M | 0.07% | 222 |
|
|
2020
Q4 | $131M | Buy |
3,132,569
+3,127,287
| +59,206% | +$140M | 0.04% | 316 |
|
|
2020
Q3 | $259K | Buy |
+5,282
| New | +$269K | ﹤0.01% | 853 |
|
|
2020
Q2 | – | Sell |
-551,588
| Closed | -$15.2M | – | 849 |
|
|
2020
Q1 | $15.2M | Buy |
+551,588
| New | +$15.9M | 0.01% | 554 |
|
Other funds holding WPM
VCM
