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Bogart Wealth LLC’s Whirlpool WHR Stock Holding History

Bogart Wealth LLC’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 		$20.6K Hold
382
– – ﹤0.01% 718
2025
Q4 		$27.6K Sell
382
-1
-0.3% -$74 ﹤0.01% 601
2025
Q3 		$30.1K Sell
383
-128
-25% -$11.7K ﹤0.01% 560
2025
Q2 		$51.8K Buy
511
+228
+81% +$19K ﹤0.01% 444
2025
Q1 		$25.5K Buy
283
+1
+0.4% +$106 ﹤0.01% 536
2024
Q4 		$32.3K Buy
282
+150
+114% +$16.6K ﹤0.01% 488
2024
Q3 		$14.1K Buy
132
+92
+230% +$9.25K ﹤0.01% 612
2024
Q2 		$4.11K Buy
40
+1
+3% +$97 ﹤0.01% 825
2024
Q1 		$4.72K Hold
39
– – ﹤0.01% 776
2023
Q4 		$4.72K Sell
39
-20
-34% -$2.33K ﹤0.01% 759
2023
Q3 		$7.92K Buy
59
+1
+2% +$141 ﹤0.01% 640
2023
Q2 		$8.7K Hold
58
– – ﹤0.01% 612
2023
Q1 		$7.63K Buy
58
+29
+100% +$4.13K ﹤0.01% 644
2022
Q4 		$4.1K Sell
29
-28
-49% -$3.98K ﹤0.01% 701
2022
Q3 		$8K Hold
57
– – ﹤0.01% 612
2022
Q2 		$9K Buy
+57
New +$9.91K ﹤0.01% 565

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

Bogart Wealth LLC's WHR Position: Q1 2026 in Review

Bogart Wealth LLC held its Whirlpool (WHR) position steady in Q1 2026 at 382 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #718.

Bogart Wealth LLC first reported a position in WHR in Q2 2022 and has held it in 16 quarters since. The position peaked at $51.8K in Q2 2025. 485 funds tracked by Wall St. Rank hold WHR as of Q1 2026.

  • Bogart Wealth LLC held 382 shares of Whirlpool worth $20.6K as of Q1 2026.
  • Bogart Wealth LLC left its Whirlpool share count unchanged in Q1 2026.
  • Whirlpool made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #718 holding.
  • Bogart Wealth LLC first reported a position in Whirlpool in Q2 2022 and has held it in 16 quarters since.
  • Bogart Wealth LLC's Whirlpool position peaked at $51.8K in Q2 2025.
  • 485 funds tracked by Wall St. Rank held Whirlpool as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.