Shell Asset Management’s Wheaton Precious Metals WPM Stock Holding History

Shell Asset Management’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
2025 Q3	$916K	Sell	8,181 -100	-1%	-$9.77K	0.09%	244
2025 Q2	$743K	Sell	8,281 -5,921	-42%	-$498K	0.03%	416
2025 Q1	$1.1M	Hold	14,202	–	–	0.05%	280
2024 Q4	$799K	Sell	14,202 -300	-2%	-$18.6K	0.03%	362
2024 Q3	$887K	Buy	+14,502	New	+$863K	0.04%	339
2024 Q1	$792K	Sell	15,102 -800	-5%	-$36.1K	0.04%	350
2023 Q4	$788K	Buy	15,902 +500	+3%	+$22.6K	0.04%	368
2023 Q3	$628K	Buy	15,402 +100	+0.7%	+$4.31K	0.03%	475
2023 Q2	$662K	Sell	15,302 -904	-6%	-$43K	0.03%	481
2023 Q1	$779K	Buy	16,206 +400	+3%	+$17.5K	0.03%	424
2022 Q4	$617K	Sell	15,806 -1,652	-9%	-$59.7K	0.03%	462
2022 Q3	$568K	Hold	17,458	–	–	0.02%	513
2022 Q2	$628K	Sell	17,458 -20,594	-54%	-$894K	0.02%	583
2022 Q1	$1.81M	Buy	38,052 +1,300	+4%	+$56.5K	0.04%	348
2021 Q4	$1.58M	Sell	36,752 -42,316	-54%	-$1.74M	0.03%	416
2021 Q3	$2.98M	Sell	79,068 -84,344	-52%	-$3.68M	0.07%	264
2021 Q2	$7.21M	Sell	163,412 -4,637	-3%	-$206K	0.14%	159
2021 Q1	$6.42M	Sell	168,049 -56,863	-25%	-$2.26M	0.13%	183
2020 Q4	$9.38M	Sell	224,912 -66,566	-23%	-$2.97M	0.19%	125
2020 Q3	$14.3M	Sell	291,478 -17,238	-6%	-$879K	0.33%	60
2020 Q2	$13.5M	Buy	308,716 +14,800	+5%	+$582K	0.34%	62
2020 Q1	$8M	Sell	293,916 -7,411	-2%	-$214K	0.22%	113
2019 Q4	$8.98M	Buy	301,327 +5,198	+2%	+$142K	0.19%	134
2019 Q3	$7.77M	Sell	296,129 -53,021	-15%	-$1.43M	0.18%	137
2019 Q2	$8.46M	Sell	349,150 -31,334	-8%	-$695K	0.19%	141
2019 Q1	$9.06M	Buy	380,484 +4,000	+1%	+$85.1K	0.2%	132
2018 Q4	$7.35M	Buy	376,484 +5,200	+1%	+$88.7K	0.18%	146
2018 Q3	$6.49M	Sell	371,284 -6,247	-2%	-$120K	0.13%	189
2018 Q2	$8.33M	Sell	377,531 -26,500	-7%	-$570K	0.17%	154
2018 Q1	$8.23M	Buy	404,031 +100	+0%	+$2.05K	0.16%	163
2017 Q4	$8.96M	Buy	403,931 +3,400	+0.8%	+$70.9K	0.18%	150
2017 Q3	$9.53M	Sell	400,531 -5,197	-1%	-$102K	0.21%	142
2017 Q2	$10.5M	Buy	405,728 +31,600	+8%	+$646K	0.22%	128
2017 Q1	$10.4M	Buy	374,128 +33,418	+10%	+$695K	0.23%	131
2016 Q4	$8.84M	Sell	340,710 -192,971	-36%	-$4.02M	0.21%	130
2016 Q3	$18.9M	Sell	533,681 -32,227	-6%	-$886K	0.39%	60
2016 Q2	$17.2M	Buy	565,908 +96,178	+20%	+$1.85M	0.4%	59
2016 Q1	$10.1M	Sell	469,730 -25,445	-5%	-$368K	0.24%	106
2015 Q4	$8.52M	Sell	495,175 -258,971	-34%	-$3.42M	0.2%	119
2015 Q3	$16.8M	Buy	754,146 +167,673	+29%	+$2.19M	0.27%	82
2015 Q2	$12.7M	Sell	586,473 -67,044	-10%	-$1.29M	0.25%	96
2015 Q1	$15.7M	Sell	653,517 -28,300	-4%	-$602K	0.27%	94
2014 Q4	$16.1M	Sell	681,817 -72,329	-10%	-$1.44M	0.26%	93
2014 Q3	$16.8M	Buy	754,146 +103,200	+16%	+$2.57M	0.26%	83
2014 Q2	$18.3M	Buy	650,946 +171,888	+36%	+$3.85M	0.28%	77
2014 Q1	$12M	Buy	479,058 +125,778	+36%	+$2.97M	0.2%	106
2013 Q4	$7.58M	Buy	353,280 +70,113	+25%	+$1.52M	0.13%	160
2013 Q3	$7.23M	Sell	283,167 -783	-0.3%	-$18.6K	0.13%	173
2013 Q2	$5.85M	Buy	+283,950	New	+$6.76M	0.11%	202

Other funds holding WPM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Shell Asset Management's WPM Position: Q3 2025 in Review

Shell Asset Management reduced its Wheaton Precious Metals (WPM) stake by 1.2% in Q3 2025, selling an estimated $9.77K and leaving 8,181 shares worth $916K. The position accounts for 0.09% of the portfolio, ranked #244.

Shell Asset Management first reported a position in WPM in Q2 2013 and has held it in 49 quarters since. The position peaked at $18.9M in Q3 2016. 749 funds tracked by Wall St. Rank hold WPM as of Q3 2025.

Shell Asset Management held 8,181 shares of Wheaton Precious Metals worth $916K as of Q3 2025.
Shell Asset Management sold 100 Wheaton Precious Metals shares in Q3 2025, an estimated $9.77K.
Wheaton Precious Metals made up 0.09% of Shell Asset Management's portfolio in Q3 2025, its #244 holding.
Shell Asset Management first reported a position in Wheaton Precious Metals in Q2 2013 and has held it in 49 quarters since.
Shell Asset Management's Wheaton Precious Metals position peaked at $18.9M in Q3 2016.
749 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.