Stack Financial Management’s Wheaton Precious Metals WPM Stock Holding History

Stack Financial 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
2026 Q1	$34.9M	Sell	266,163 -77,486	-23%	-$10.8M	2.56%	10
2025 Q4	$40.4M	Sell	343,649 -6,643	-2%	-$711K	3.08%	9
2025 Q3	$39.2M	Sell	350,292 -2,433	-0.7%	-$238K	3.25%	9
2025 Q2	$31.7M	Sell	352,725 -5,754	-2%	-$484K	2.8%	9
2025 Q1	$27.8M	Sell	358,479 -4,742	-1%	-$316K	2.32%	12
2024 Q4	$20.4M	Sell	363,221 -3,420	-0.9%	-$212K	1.87%	23
2024 Q3	$22.4M	Sell	366,641 -583	-0.2%	-$34.7K	2.01%	20
2024 Q2	$19.2M	Sell	367,224 -1,283	-0.3%	-$68.6K	1.78%	25
2024 Q1	$17.4M	Buy	368,507 +294	+0.1%	+$13.3K	1.59%	27
2023 Q4	$18.2M	Sell	368,213 -6,603	-2%	-$299K	2.05%	22
2023 Q3	$15.2M	Buy	374,816 +3,527	+0.9%	+$152K	1.77%	27
2023 Q2	$16M	Buy	371,289 +3,560	+1%	+$169K	1.8%	27
2023 Q1	$17.7M	Buy	+367,729	New	+$16.1M	2.15%	22

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

Stack Financial Management's WPM Position: Q1 2026 in Review

Stack Financial Management reduced its Wheaton Precious Metals (WPM) stake by 23% in Q1 2026, selling an estimated $10.8M and leaving 266,163 shares worth $34.9M. The position accounts for 2.56% of the portfolio, ranked #10.

Stack Financial Management first reported a position in WPM in Q1 2023 and has held it in 13 quarters since. The position peaked at $40.4M in Q4 2025. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

Stack Financial Management held 266,163 shares of Wheaton Precious Metals worth $34.9M as of Q1 2026.
Stack Financial Management sold 77,486 Wheaton Precious Metals shares in Q1 2026, an estimated $10.8M.
Wheaton Precious Metals made up 2.56% of Stack Financial Management's portfolio in Q1 2026, its #10 holding.
Stack Financial Management first reported a position in Wheaton Precious Metals in Q1 2023 and has held it in 13 quarters since.
Stack Financial Management's Wheaton Precious Metals position peaked at $40.4M in Q4 2025.
851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Stack Financial Management's 13F filing for Q1 2026, filed 4 May 2026.