Sargent Investment Group’s Wheaton Precious Metals WPM Stock Holding History

Sargent Investment Group’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 Q1	$1.73M	Sell	13,198 -40	-0.3%	-$5.56K	0.23%	84
2025 Q4	$1.56M	Buy	13,238 +120	+0.9%	+$12.8K	0.2%	86
2025 Q3	$1.47M	Sell	13,118 -2,084	-14%	-$204K	0.21%	81
2025 Q2	$1.5M	Hold	15,202	–	–	0.2%	83
2025 Q1	$1.18M	Hold	15,202	–	–	0.19%	84
2024 Q4	$848K	Hold	15,202	–	–	0.14%	102
2024 Q3	$929K	Sell	15,202 -6,100	-29%	-$363K	0.17%	92
2024 Q2	$1.12M	Buy	+21,302	New	+$1.14M	0.23%	78

Other funds holding WPM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sargent Investment Group's WPM Position: Q1 2026 in Review

Sargent Investment Group reduced its Wheaton Precious Metals (WPM) stake by 0.3% in Q1 2026, selling an estimated $5.56K and leaving 13,198 shares worth $1.73M. The position accounts for 0.23% of the portfolio, ranked #84.

Sargent Investment Group first reported a position in WPM in Q2 2024 and has held it in 8 quarters since. 852 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

Sargent Investment Group held 13,198 shares of Wheaton Precious Metals worth $1.73M as of Q1 2026.
Sargent Investment Group sold 40 Wheaton Precious Metals shares in Q1 2026, an estimated $5.56K.
Wheaton Precious Metals made up 0.23% of Sargent Investment Group's portfolio in Q1 2026, its #84 holding.
Sargent Investment Group first reported a position in Wheaton Precious Metals in Q2 2024 and has held it in 8 quarters since.
852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.