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Bullock Wealth Management’s Whirlpool WHR Stock Holding History

Bullock Wealth Management’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 		– Sell
-37
Closed -$2.04K – 643
2026
Q1 		$2.04K Buy
37
+23
+164% +$1.69K ﹤0.01% 549
2025
Q4 		$1.03K Buy
+14
New +$1.03K ﹤0.01% 560

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

Bullock Wealth Management's WHR Position: Q2 2026 in Review

Bullock Wealth Management sold out of Whirlpool (WHR) in Q2 2026, closing a stake of 37 shares — an estimated $2.04K sold.

Bullock Wealth Management first reported a position in WHR in Q4 2025 and held it in 2 quarters. The position peaked at $2.04K in Q1 2026. 461 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Bullock Wealth Management reported no remaining Whirlpool position as of Q2 2026 after selling out during the quarter.
  • Bullock Wealth Management sold 37 Whirlpool shares in Q2 2026, an estimated $2.04K.
  • Bullock Wealth Management first reported a position in Whirlpool in Q4 2025 and held it in 2 quarters.
  • Bullock Wealth Management's Whirlpool position peaked at $2.04K in Q1 2026.
  • 461 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.