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BFC Planning, Inc.’s Whirlpool WHR Stock Holding History

BFC Planning, Inc.’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 		$40.2K Buy
1,019
+634
+165% +$29.7K ﹤0.01% 1664
2026
Q1 		$20.8K Sell
385
-18
-4% -$1.32K ﹤0.01% 1697
2025
Q4 		$29.1K Hold
403
– – ﹤0.01% 1582
2025
Q3 		$31.7K Hold
403
– – ﹤0.01% 1366
2025
Q2 		$40.9K Hold
403
– – ﹤0.01% 1206
2025
Q1 		$36.3K Buy
403
+18
+5% +$1.91K ﹤0.01% 1234
2024
Q4 		$44.1K Buy
+385
New +$42.5K ﹤0.01% 1158

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
RWWM Inc
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 $3.38T AUM 44.17% 1-Year Est. Return

BFC Planning, Inc.'s WHR Position: Q2 2026 in Review

BFC Planning, Inc. increased its Whirlpool (WHR) stake by 165% in Q2 2026, buying an estimated $29.7K and bringing the position to 1,019 shares worth $40.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1664.

BFC Planning, Inc. first reported a position in WHR in Q4 2024 and has held it in 7 quarters since. The position peaked at $44.1K in Q4 2024. 464 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • BFC Planning, Inc. held 1,019 shares of Whirlpool worth $40.2K as of Q2 2026.
  • BFC Planning, Inc. bought 634 Whirlpool shares in Q2 2026, an estimated $29.7K.
  • Whirlpool made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1664 holding.
  • BFC Planning, Inc. first reported a position in Whirlpool in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Whirlpool position peaked at $44.1K in Q4 2024.
  • 464 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.