Pinnacle Wealth Planning Services’s Wheaton Precious Metals WPM Stock Holding History

Pinnacle Wealth Planning Services’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	$146K	Sell	1,298 -153	-11%	-$19.9K	0.01%	677
2026 Q1	$190K	Buy	1,451 +205	+16%	+$28.5K	0.02%	497
2025 Q4	$146K	Buy	+1,246	New	+$133K	0.02%	601
2021 Q1	–	Sell	-1,430	Closed	-$60K	–	1958
2020 Q4	$60K	Buy	+1,430	New	+$63.9K	0.01%	713

Other funds holding WPM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Pinnacle Wealth Planning Services's WPM Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Wheaton Precious Metals (WPM) stake by 11% in Q2 2026, selling an estimated $19.9K and leaving 1,298 shares worth $146K. The position accounts for 0.01% of the portfolio, ranked #677.

Pinnacle Wealth Planning Services first reported a position in WPM in Q4 2020 and has held it in 4 quarters since. The position peaked at $190K in Q1 2026. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Pinnacle Wealth Planning Services held 1,298 shares of Wheaton Precious Metals worth $146K as of Q2 2026.
Pinnacle Wealth Planning Services sold 153 Wheaton Precious Metals shares in Q2 2026, an estimated $19.9K.
Wheaton Precious Metals made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #677 holding.
Pinnacle Wealth Planning Services first reported a position in Wheaton Precious Metals in Q4 2020 and has held it in 4 quarters since.
Pinnacle Wealth Planning Services's Wheaton Precious Metals position peaked at $190K in Q1 2026.
852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.