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Bruce G. Allen Investments’s Whirlpool WHR Stock Holding History

Bruce G. Allen Investments’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 		$485 Sell
9
-6
-40% -$440 ﹤0.01% 973
2025
Q4 		$1.08K Sell
15
-1
-6% -$74 ﹤0.01% 817
2025
Q3 		$1.26K Buy
16
+3
+23% +$275 ﹤0.01% 782
2025
Q2 		$1.32K Buy
13
+8
+160% +$666 ﹤0.01% 774
2025
Q1 		$451 Sell
5
-13
-72% -$1.38K ﹤0.01% 965
2024
Q4 		$2.06K Buy
18
+1
+6% +$110 ﹤0.01% 703
2024
Q3 		$1.82K Buy
17
+5
+42% +$503 ﹤0.01% 728
2024
Q2 		$1.23K Sell
12
-2
-14% -$195 ﹤0.01% 746
2024
Q1 		$1.68K Buy
14
+13
+1,300% +$1.45K ﹤0.01% 725
2023
Q4 		$122 Buy
+1
New +$117 ﹤0.01% 1005

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

Bruce G. Allen Investments's WHR Position: Q1 2026 in Review

Bruce G. Allen Investments reduced its Whirlpool (WHR) stake by 40% in Q1 2026, selling an estimated $440 and leaving 9 shares worth $485. The position accounts for ﹤0.01% of the portfolio, ranked #973.

Bruce G. Allen Investments first reported a position in WHR in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.06K in Q4 2024. 485 funds tracked by Wall St. Rank hold WHR as of Q1 2026.

  • Bruce G. Allen Investments held 9 shares of Whirlpool worth $485 as of Q1 2026.
  • Bruce G. Allen Investments sold 6 Whirlpool shares in Q1 2026, an estimated $440.
  • Whirlpool made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #973 holding.
  • Bruce G. Allen Investments first reported a position in Whirlpool in Q4 2023 and has held it in 10 quarters since.
  • Bruce G. Allen Investments's Whirlpool position peaked at $2.06K in Q4 2024.
  • 485 funds tracked by Wall St. Rank held Whirlpool as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.