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

Schwartz Investment Counsel’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	$23M	Sell	205,000 -60,000	-23%	-$7.81M	0.76%	42
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

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

Schwartz Investment Counsel's WPM Position: Q2 2026 in Review

Schwartz Investment Counsel reduced its Wheaton Precious Metals (WPM) stake by 23% in Q2 2026, selling an estimated $7.81M and leaving 205,000 shares worth $23M. The position accounts for 0.76% of the portfolio, ranked #42.

Schwartz Investment Counsel first reported a position in WPM in Q1 2023 and has held it in 14 quarters since. The position peaked at $34.7M in Q1 2026. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Schwartz Investment Counsel held 205,000 shares of Wheaton Precious Metals worth $23M as of Q2 2026.
Schwartz Investment Counsel sold 60,000 Wheaton Precious Metals shares in Q2 2026, an estimated $7.81M.
Wheaton Precious Metals made up 0.76% of Schwartz Investment Counsel's portfolio in Q2 2026, its #42 holding.
Schwartz Investment Counsel first reported a position in Wheaton Precious Metals in Q1 2023 and has held it in 14 quarters since.
Schwartz Investment Counsel's Wheaton Precious Metals position peaked at $34.7M in Q1 2026.
852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Schwartz Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.