Sunbelt Securities’s Wheaton Precious Metals WPM Stock Holding History

Sunbelt Securities’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	$58.6K	Hold	448	–	–	﹤0.01%	984
2025 Q4	$52.6K	Buy	448 +1	+0.2%	+$107	﹤0.01%	984
2025 Q3	$50K	Sell	447 -458	-51%	-$44.8K	﹤0.01%	1004
2025 Q2	$50.9K	Hold	905	–	–	﹤0.01%	928
2025 Q1	$70.2K	Hold	905	–	–	0.01%	823
2024 Q4	$50.7K	Buy	905 +3	+0.3%	+$186	﹤0.01%	926
2024 Q3	$55.1K	Buy	902 +2	+0.2%	+$119	0.01%	921
2024 Q2	$47.2K	Buy	+900	New	+$48.1K	﹤0.01%	917

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sunbelt Securities's WPM Position: Q1 2026 in Review

Sunbelt Securities held its Wheaton Precious Metals (WPM) position steady in Q1 2026 at 448 shares worth $58.6K. The position accounts for ﹤0.01% of the portfolio, ranked #984.

Sunbelt Securities first reported a position in WPM in Q2 2024 and has held it in 8 quarters since. The position peaked at $70.2K in Q1 2025. 858 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

Sunbelt Securities held 448 shares of Wheaton Precious Metals worth $58.6K as of Q1 2026.
Sunbelt Securities left its Wheaton Precious Metals share count unchanged in Q1 2026.
Wheaton Precious Metals made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #984 holding.
Sunbelt Securities first reported a position in Wheaton Precious Metals in Q2 2024 and has held it in 8 quarters since.
Sunbelt Securities's Wheaton Precious Metals position peaked at $70.2K in Q1 2025.
858 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.