Bank Julius Baer & Co
WHR icon

Bank Julius Baer & Co’s Whirlpool WHR Stock Holding History

Bank Julius Baer & Co’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 		$20K Sell
371
-19
-5% -$1.4K ﹤0.01% 640
2025
Q4 		$28.2K Buy
390
+1
+0.3% +$74 ﹤0.01% 605
2025
Q3 		$30.6K Sell
389
-12
-3% -$1.1K ﹤0.01% 614
2025
Q2 		$40.7K Sell
401
-528
-57% -$43.9K ﹤0.01% 554
2025
Q1 		$83.7K Buy
929
+460
+98% +$48.8K ﹤0.01% 502
2024
Q4 		$59.2K Buy
469
+28
+6% +$3.09K ﹤0.01% 539
2024
Q3 		$55.9K Buy
+441
New +$44.3K ﹤0.01% 462
2024
Q2 		– Sell
-10,303
Closed -$1.23M – 556
2024
Q1 		$1.23M Sell
10,303
-158,414
-94% -$17.7M ﹤0.01% 249
2023
Q4 		$20.5M Buy
168,717
+67,512
+67% +$7.87M 0.09% 132
2023
Q3 		$13.5M Buy
101,205
+7,463
+8% +$1.05M 0.08% 133
2023
Q2 		$13.9M Buy
93,742
+106
+0.1% +$14.6K 0.08% 133
2023
Q1 		$12.4M Buy
93,636
+1,117
+1% +$159K 0.08% 136
2022
Q4 		$13.1M Buy
92,519
+984
+1% +$140K 0.09% 134
2022
Q3 		$12.3M Sell
91,535
-1,005
-1% -$160K 0.09% 120
2022
Q2 		$14.3M Buy
92,540
+5,303
+6% +$922K 0.1% 107
2022
Q1 		$15.1M Buy
87,237
+6,463
+8% +$1.31M 0.09% 110
2021
Q4 		$19M Buy
80,774
+4,719
+6% +$1.04M 0.1% 118
2021
Q3 		$15.5M Buy
+76,055
New +$16.7M 0.1% 133

Other funds holding WHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Bank Julius Baer & Co's WHR Position: Q1 2026 in Review

Bank Julius Baer & Co reduced its Whirlpool (WHR) stake by 4.9% in Q1 2026, selling an estimated $1.4K and leaving 371 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

Bank Julius Baer & Co first reported a position in WHR in Q3 2021 and has held it in 18 quarters since. The position peaked at $20.5M in Q4 2023. 487 funds tracked by Wall St. Rank hold WHR as of Q1 2026.

  • Bank Julius Baer & Co held 371 shares of Whirlpool worth $20K as of Q1 2026.
  • Bank Julius Baer & Co sold 19 Whirlpool shares in Q1 2026, an estimated $1.4K.
  • Whirlpool made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #640 holding.
  • Bank Julius Baer & Co first reported a position in Whirlpool in Q3 2021 and has held it in 18 quarters since.
  • Bank Julius Baer & Co's Whirlpool position peaked at $20.5M in Q4 2023.
  • 487 funds tracked by Wall St. Rank held Whirlpool as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.