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Montrusco Bolton Investments’s Wheaton Precious Metals WPM Stock Holding History

Montrusco Bolton Investments’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 		$17M Sell
151,403
-44,559
-23% -$5.8M 0.26% 47
2026
Q1 		$25.6M Buy
195,962
+1,574
+0.8% +$219K 0.39% 39
2025
Q4 		$22.9M Sell
194,388
-39,407
-17% -$4.22M 0.29% 38
2025
Q3 		$26.2M Buy
233,795
+120,866
+107% +$11.8M 0.3% 37
2025
Q2 		$10.1M Sell
112,929
-172,923
-60% -$14.6M 0.11% 61
2025
Q1 		$22.2M Buy
285,852
+12,635
+5% +$843K 0.29% 37
2024
Q4 		$15.4M Sell
273,217
-22,091
-7% -$1.37M 0.19% 38
2024
Q3 		$18.1M Sell
295,308
-488,298
-62% -$29M 0.19% 37
2024
Q2 		$41.1M Sell
783,606
-122,124
-13% -$6.53M 0.43% 37
2024
Q1 		$42.7M Sell
905,730
-51,609
-5% -$2.33M 0.45% 36
2023
Q4 		$47.5M Buy
957,339
+775,588
+427% +$35.1M 0.59% 35
2023
Q3 		$7.41M Buy
+181,751
New +$7.84M 0.11% 49
2019
Q2 		– Sell
-149,535
Closed -$3.22M – 68
2019
Q1 		$3.22M Buy
+149,535
New +$3.18M 0.21% 53
2016
Q4 		– Sell
-256,885
Closed -$6.93M – 80
2016
Q3 		$6.93M Buy
256,885
+236,206
+1,142% +$6.5M 0.43% 46
2016
Q2 		$484K Sell
20,679
-4,002
-16% -$77.2K 0.03% 71
2016
Q1 		$411K Buy
+24,681
New +$357K 0.03% 78
2014
Q2 		– Sell
-44,210
Closed -$1M – 90
2014
Q1 		$1M Buy
+44,210
New +$1.04M 0.07% 65

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

Montrusco Bolton Investments's WPM Position: Q2 2026 in Review

Montrusco Bolton Investments reduced its Wheaton Precious Metals (WPM) stake by 23% in Q2 2026, selling an estimated $5.8M and leaving 151,403 shares worth $17M. The position accounts for 0.26% of the portfolio, ranked #47.

Montrusco Bolton Investments first reported a position in WPM in Q1 2014 and has held it in 17 quarters since. The position peaked at $47.5M in Q4 2023. 316 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Montrusco Bolton Investments held 151,403 shares of Wheaton Precious Metals worth $17M as of Q2 2026.
  • Montrusco Bolton Investments sold 44,559 Wheaton Precious Metals shares in Q2 2026, an estimated $5.8M.
  • Wheaton Precious Metals made up 0.26% of Montrusco Bolton Investments's portfolio in Q2 2026, its #47 holding.
  • Montrusco Bolton Investments first reported a position in Wheaton Precious Metals in Q1 2014 and has held it in 17 quarters since.
  • Montrusco Bolton Investments's Wheaton Precious Metals position peaked at $47.5M in Q4 2023.
  • 316 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Montrusco Bolton Investments's 13F filing for Q2 2026, filed 21 Jul 2026.