Schwartz Investment Counsel’s Wheaton Precious Metals WPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$34.7M Sell
265,000
-6,000
-2% -$834K 1.23% 35
2025
Q4
$31.8M Sell
271,000
-2,000
-0.7% -$214K 1.11% 33
2025
Q3
$30.5M Hold
273,000
1.02% 38
2025
Q2
$24.5M Buy
273,000
+5,000
+2% +$421K 0.81% 44
2025
Q1
$20.8M Buy
268,000
+35,000
+15% +$2.34M 0.72% 45
2024
Q4
$13.1M Hold
233,000
0.47% 54
2024
Q3
$14.2M Hold
233,000
0.51% 58
2024
Q2
$12.2M Buy
233,000
+3,000
+1% +$160K 0.45% 64
2024
Q1
$10.8M Buy
230,000
+2,500
+1% +$113K 0.39% 69
2023
Q4
$11.2M Hold
227,500
0.44% 61
2023
Q3
$9.23M Buy
227,500
+47,500
+26% +$2.05M 0.39% 68
2023
Q2
$7.78M Hold
180,000
0.33% 71
2023
Q1
$8.67M Buy
+180,000
New +$7.87M 0.38% 63

Other funds holding WPM