UHLMANN PRICE SECURITIES’s Wheaton Precious Metals WPM Stock Holding History

UHLMANN PRICE 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 Q2	$337K	Hold	3,000	–	–	0.01%	196
2026 Q1	$393K	Hold	3,000	–	–	0.03%	155
2025 Q4	$353K	Hold	3,000	–	–	0.21%	118
2025 Q3	$336K	Buy	+3,000	New	+$293K	0.21%	117
2025 Q2	–	Sell	-3,000	Closed	-$233K	–	206
2025 Q1	$233K	Buy	+3,000	New	+$200K	0.17%	144

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

UHLMANN PRICE SECURITIES's WPM Position: Q2 2026 in Review

UHLMANN PRICE SECURITIES held its Wheaton Precious Metals (WPM) position steady in Q2 2026 at 3,000 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #196.

UHLMANN PRICE SECURITIES first reported a position in WPM in Q1 2025 and has held it in 5 quarters since. The position peaked at $393K in Q1 2026. 854 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

UHLMANN PRICE SECURITIES held 3,000 shares of Wheaton Precious Metals worth $337K as of Q2 2026.
UHLMANN PRICE SECURITIES left its Wheaton Precious Metals share count unchanged in Q2 2026.
Wheaton Precious Metals made up 0.01% of UHLMANN PRICE SECURITIES's portfolio in Q2 2026, its #196 holding.
UHLMANN PRICE SECURITIES first reported a position in Wheaton Precious Metals in Q1 2025 and has held it in 5 quarters since.
UHLMANN PRICE SECURITIES's Wheaton Precious Metals position peaked at $393K in Q1 2026.
854 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on UHLMANN PRICE SECURITIES's 13F filing for Q2 2026, filed 24 Jul 2026.