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Garton & Associates Financial Advisors’s Whirlpool WHR Stock Holding History

Garton & Associates Financial Advisors’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 		– Sell
-490
Closed -$35.4K – 701
2025
Q4 		$35.4K Buy
+490
New +$36.2K 0.02% 460

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return

Garton & Associates Financial Advisors's WHR Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Whirlpool (WHR) in Q1 2026, closing a stake of 490 shares — an estimated $35.4K sold.

Garton & Associates Financial Advisors first reported a position in WHR in Q4 2025 and held it in 1 quarter. The position peaked at $35.4K in Q4 2025. 488 funds tracked by Wall St. Rank hold WHR as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Whirlpool position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 490 Whirlpool shares in Q1 2026, an estimated $35.4K.
  • Garton & Associates Financial Advisors first reported a position in Whirlpool in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Whirlpool position peaked at $35.4K in Q4 2025.
  • 488 funds tracked by Wall St. Rank held Whirlpool as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.