SWP
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Stratos Wealth Partners’s Wheaton Precious Metals WPM Stock Holding History

Stratos Wealth Partners’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 		$2.72M Buy
20,777
+1,911
+10% +$266K 0.03% 474
2025
Q4 		$2.22M Buy
18,866
+1,936
+11% +$207K 0.03% 517
2025
Q3 		$1.89M Sell
16,930
-1,049
-6% -$103K 0.02% 545
2025
Q2 		$1.61M Buy
17,979
+696
+4% +$58.6K 0.02% 552
2025
Q1 		$1.34M Sell
17,283
-338
-2% -$22.6K 0.02% 559
2024
Q4 		$991K Buy
17,621
+8
+0% +$496 0.01% 702
2024
Q3 		$1.08M Sell
17,613
-161
-0.9% -$9.58K 0.02% 652
2024
Q2 		$932K Buy
17,774
+1,336
+8% +$71.4K 0.01% 671
2024
Q1 		$775K Buy
16,438
+823
+5% +$37.2K 0.01% 740
2023
Q4 		$770K Buy
15,615
+110
+0.7% +$4.98K 0.01% 714
2023
Q3 		$629K Buy
15,505
+7,992
+106% +$345K 0.01% 736
2023
Q2 		$325K Buy
7,513
+52
+0.7% +$2.47K 0.01% 931
2023
Q1 		$359K Buy
+7,461
New +$326K 0.01% 803
2018
Q4 		– Sell
-400
Closed -$7K – 2512
2018
Q3 		$7K Buy
+400
New +$7.67K ﹤0.01% 2336
2018
Q2 		– Sell
-397
Closed -$8K – 2597
2018
Q1 		$8K Sell
397
-1
-0.3% -$21 ﹤0.01% 2432
2017
Q4 		$9K Buy
+398
New +$8.29K ﹤0.01% 2212

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
First Eagle Investment Management
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
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Stratos Wealth Partners's WPM Position: Q1 2026 in Review

Stratos Wealth Partners increased its Wheaton Precious Metals (WPM) stake by 10% in Q1 2026, buying an estimated $266K and bringing the position to 20,777 shares worth $2.72M. The position accounts for 0.03% of the portfolio, ranked #474.

Stratos Wealth Partners first reported a position in WPM in Q4 2017 and has held it in 16 quarters since. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

  • Stratos Wealth Partners held 20,777 shares of Wheaton Precious Metals worth $2.72M as of Q1 2026.
  • Stratos Wealth Partners bought 1,911 Wheaton Precious Metals shares in Q1 2026, an estimated $266K.
  • Wheaton Precious Metals made up 0.03% of Stratos Wealth Partners's portfolio in Q1 2026, its #474 holding.
  • Stratos Wealth Partners first reported a position in Wheaton Precious Metals in Q4 2017 and has held it in 16 quarters since.
  • 851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.