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WHR icon

Bailard’s Whirlpool WHR Stock Holding History

Bailard’s Portfolio WHR Stock Details WHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$720K Buy
13,347
+4,256
+47% +$312K 0.02% 420
2025
Q4 		$656K Sell
9,091
-1,600
-15% -$118K 0.01% 423
2025
Q3 		$840K Hold
10,691
– – 0.02% 361
2025
Q2 		$1.08M Buy
+10,691
New +$889K 0.03% 314
2022
Q3 		– Sell
-6,731
Closed -$1.04M – 769
2022
Q2 		$1.04M Buy
6,731
+5,009
+291% +$871K 0.04% 242
2022
Q1 		$298K Sell
1,722
-692
-29% -$140K 0.01% 534
2021
Q4 		$566K Sell
2,414
-194
-7% -$42.6K 0.02% 381
2021
Q3 		$532K Buy
+2,608
New +$572K 0.02% 397
2014
Q3 		– Sell
-13,417
Closed -$1.87M – 272
2014
Q2 		$1.87M Buy
13,417
+232
+2% +$34K 0.29% 61
2014
Q1 		$1.97M Sell
13,185
-43
-0.3% -$6.22K 0.31% 56
2013
Q4 		$2.07M Buy
13,228
+592
+5% +$86.8K 0.33% 41
2013
Q3 		$1.85M Buy
+12,636
New +$1.67M 0.35% 42

Other funds holding WHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Bailard's WHR Position: Q1 2026 in Review

Bailard increased its Whirlpool (WHR) stake by 47% in Q1 2026, buying an estimated $312K and bringing the position to 13,347 shares worth $720K. The position accounts for 0.02% of the portfolio, ranked #420.

Bailard first reported a position in WHR in Q3 2013 and has held it in 12 quarters since. The position peaked at $2.07M in Q4 2013. 485 funds tracked by Wall St. Rank hold WHR as of Q1 2026.

  • Bailard held 13,347 shares of Whirlpool worth $720K as of Q1 2026.
  • Bailard bought 4,256 Whirlpool shares in Q1 2026, an estimated $312K.
  • Whirlpool made up 0.02% of Bailard's portfolio in Q1 2026, its #420 holding.
  • Bailard first reported a position in Whirlpool in Q3 2013 and has held it in 12 quarters since.
  • Bailard's Whirlpool position peaked at $2.07M in Q4 2013.
  • 485 funds tracked by Wall St. Rank held Whirlpool as of Q1 2026.

Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.