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Stack Financial Management, Inc: WPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stack Financial Management, Inc on WPM, newest first. How the timeline and the estimate are built.

Stack Financial Management, Inc held 268,144 WPM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 268,144 shares
    Change vs previous 13F +1,981 shares

    2.35% of the 13F portfolio, value $30,117,935.

    13F-HR 0001308685-26-000007 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 266,163 shares
    Change vs previous 13F -77,486 shares

    2.56% of the 13F portfolio, value $34,870,015.

    13F-HR 0001308685-26-000005 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 343,649 shares
    Change vs previous 13F -6,643 shares

    3.08% of the 13F portfolio, value $40,385,631.

    13F-HR 0001308685-26-000002 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 350,292 shares
    Change vs previous 13F -2,433 shares

    3.25% of the 13F portfolio, value $39,176,658.

    13F-HR 0001308685-25-000011 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 352,725 shares
    Change vs previous 13F -5,754 shares

    2.8% of the 13F portfolio, value $31,674,705.

    13F-HR 0001308685-25-000009 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 358,479 shares
    Change vs previous 13F -4,742 shares

    2.32% of the 13F portfolio, value $27,828,725.

    13F-HR 0001308685-25-000007 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 363,221 shares
    Change vs previous 13F -3,420 shares

    1.87% of the 13F portfolio, value $20,427,550.

    13F-HR 0001308685-25-000004 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 366,641 shares
    Change vs previous 13F not available

    2.01% of the 13F portfolio, value $22,394,433.

    13F-HR 0001308685-24-000009 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).