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Beacon Investment Advisory Services’s Whirlpool WHR Stock Holding History

Beacon Investment Advisory Services’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
Q2 		$237 Hold
6
– – ﹤0.01% 795
2026
Q1 		$324 Buy
+6
New +$440 ﹤0.01% 766
2024
Q2 		– Sell
-3,529
Closed -$422K – 275
2024
Q1 		$422K Sell
3,529
-394
-10% -$43.9K 0.02% 190
2023
Q4 		$478K Sell
3,923
-339
-8% -$39.5K 0.02% 184
2023
Q3 		$570K Sell
4,262
-50
-1% -$7.06K 0.03% 183
2023
Q2 		$642K Buy
4,312
+672
+18% +$92.3K 0.03% 177
2023
Q1 		$481K Buy
3,640
+351
+11% +$50K 0.02% 191
2022
Q4 		$465K Sell
3,289
-843
-20% -$120K 0.02% 193
2022
Q3 		$557K Buy
4,132
+1,209
+41% +$192K 0.03% 178
2022
Q2 		$453K Buy
2,923
+431
+17% +$74.9K 0.02% 201
2022
Q1 		$431K Buy
2,492
+815
+49% +$165K 0.02% 223
2021
Q4 		$394K Buy
1,677
+49
+3% +$10.8K 0.02% 236
2021
Q3 		$332K Sell
1,628
-41
-2% -$8.99K 0.01% 246
2021
Q2 		$364K Sell
1,669
-47
-3% -$10.9K 0.01% 247
2021
Q1 		$378K Sell
1,716
-58
-3% -$11.5K 0.02% 227
2020
Q4 		$320K Sell
1,774
-284
-14% -$54.4K 0.01% 224
2020
Q3 		$378K Buy
2,058
+173
+9% +$28.7K 0.02% 187
2020
Q2 		$244K Buy
+1,885
New +$216K 0.01% 218

Other funds holding WHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Beacon Investment Advisory Services's WHR Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Whirlpool (WHR) position steady in Q2 2026 at 6 shares worth $237. The position accounts for ﹤0.01% of the portfolio, ranked #795.

Beacon Investment Advisory Services first reported a position in WHR in Q2 2020 and has held it in 18 quarters since. The position peaked at $642K in Q2 2023. 457 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Beacon Investment Advisory Services held 6 shares of Whirlpool worth $237 as of Q2 2026.
  • Beacon Investment Advisory Services left its Whirlpool share count unchanged in Q2 2026.
  • Whirlpool made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #795 holding.
  • Beacon Investment Advisory Services first reported a position in Whirlpool in Q2 2020 and has held it in 18 quarters since.
  • Beacon Investment Advisory Services's Whirlpool position peaked at $642K in Q2 2023.
  • 457 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.