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Whalen Wealth Management’s Hudbay HBM Stock Holding History

Whalen Wealth Management’s Portfolio HBM Stock Details HBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-15,098
Closed -$300K – 197
2025
Q4 		$300K Buy
+15,098
New +$255K 0.16% 161

Other funds holding HBM

Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Whalen Wealth Management's HBM Position: Q1 2026 in Review

Whalen Wealth Management sold out of Hudbay (HBM) in Q1 2026, closing a stake of 15,098 shares — an estimated $300K sold.

Whalen Wealth Management first reported a position in HBM in Q4 2025 and held it in 1 quarter. The position peaked at $300K in Q4 2025. 295 funds tracked by Wall St. Rank hold HBM as of Q1 2026.

  • Whalen Wealth Management reported no remaining Hudbay position as of Q1 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 15,098 Hudbay shares in Q1 2026, an estimated $300K.
  • Whalen Wealth Management first reported a position in Hudbay in Q4 2025 and held it in 1 quarter.
  • Whalen Wealth Management's Hudbay position peaked at $300K in Q4 2025.
  • 295 funds tracked by Wall St. Rank held Hudbay as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.