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Summit Wealth Partners’s Wheaton Precious Metals WPM Stock Holding History

Summit 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
Q2 		$494K Hold
4,398
– – 0.07% 176
2026
Q1 		$576K Buy
+4,398
New +$612K 0.09% 146

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VanEck Associates
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First Eagle Investment Management
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Vanguard Capital Management
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Mirae Asset Global ETFs Holdings
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Summit Wealth Partners's WPM Position: Q2 2026 in Review

Summit Wealth Partners held its Wheaton Precious Metals (WPM) position steady in Q2 2026 at 4,398 shares worth $494K. The position accounts for 0.07% of the portfolio, ranked #176.

Summit Wealth Partners first reported a position in WPM in Q1 2026 and has held it in 2 quarters since. The position peaked at $576K in Q1 2026. 851 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Summit Wealth Partners held 4,398 shares of Wheaton Precious Metals worth $494K as of Q2 2026.
  • Summit Wealth Partners left its Wheaton Precious Metals share count unchanged in Q2 2026.
  • Wheaton Precious Metals made up 0.07% of Summit Wealth Partners's portfolio in Q2 2026, its #176 holding.
  • Summit Wealth Partners first reported a position in Wheaton Precious Metals in Q1 2026 and has held it in 2 quarters since.
  • Summit Wealth Partners's Wheaton Precious Metals position peaked at $576K in Q1 2026.
  • 851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.