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 Q2	$1.48M	Buy	13,203 +5	+0%	+$651	0.18%	103
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 $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

Sargent Investment Group's WPM Position: Q2 2026 in Review

Sargent Investment Group increased its Wheaton Precious Metals (WPM) stake by 0.04% in Q2 2026, buying an estimated $651 and bringing the position to 13,203 shares worth $1.48M. The position accounts for 0.18% of the portfolio, ranked #103.

Sargent Investment Group first reported a position in WPM in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.73M in Q1 2026. 853 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Sargent Investment Group held 13,203 shares of Wheaton Precious Metals worth $1.48M as of Q2 2026.
Sargent Investment Group bought 5 Wheaton Precious Metals shares in Q2 2026, an estimated $651.
Wheaton Precious Metals made up 0.18% of Sargent Investment Group's portfolio in Q2 2026, its #103 holding.
Sargent Investment Group first reported a position in Wheaton Precious Metals in Q2 2024 and has held it in 9 quarters since.
Sargent Investment Group's Wheaton Precious Metals position peaked at $1.73M in Q1 2026.
853 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Sargent Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.