MLL
WPM icon

Moody Lynn & Lieberson’s Wheaton Precious Metals WPM Stock Holding History

Moody Lynn & Lieberson’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 		– Sell
-16,878
Closed -$2.21M – 281
2026
Q1 		$2.21M Sell
16,878
-584
-3% -$81.2K 0.12% 80
2025
Q4 		$2.05M Buy
+17,462
New +$1.87M 0.11% 83

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Moody Lynn & Lieberson's WPM Position: Q2 2026 in Review

Moody Lynn & Lieberson sold out of Wheaton Precious Metals (WPM) in Q2 2026, closing a stake of 16,878 shares — an estimated $2.21M sold.

Moody Lynn & Lieberson first reported a position in WPM in Q4 2025 and held it in 2 quarters. The position peaked at $2.21M in Q1 2026. 854 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Moody Lynn & Lieberson reported no remaining Wheaton Precious Metals position as of Q2 2026 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 16,878 Wheaton Precious Metals shares in Q2 2026, an estimated $2.21M.
  • Moody Lynn & Lieberson first reported a position in Wheaton Precious Metals in Q4 2025 and held it in 2 quarters.
  • Moody Lynn & Lieberson's Wheaton Precious Metals position peaked at $2.21M in Q1 2026.
  • 854 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.