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IMG Wealth Management’s Whirlpool WHR Stock Holding History

IMG 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
Q1 		– Sell
-34
Closed -$2.45K – 623
2025
Q4 		$2.45K Hold
34
– – ﹤0.01% 493
2025
Q3 		$2.67K Hold
34
– – ﹤0.01% 422
2025
Q2 		$3.45K Buy
+34
New +$2.83K ﹤0.01% 392

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 $3.38T AUM 44.17% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return

IMG Wealth Management's WHR Position: Q1 2026 in Review

IMG Wealth Management sold out of Whirlpool (WHR) in Q1 2026, closing a stake of 34 shares — an estimated $2.45K sold.

IMG Wealth Management first reported a position in WHR in Q2 2025 and held it in 3 quarters. The position peaked at $3.45K in Q2 2025. 490 funds tracked by Wall St. Rank hold WHR as of Q1 2026.

  • IMG Wealth Management reported no remaining Whirlpool position as of Q1 2026 after selling out during the quarter.
  • IMG Wealth Management sold 34 Whirlpool shares in Q1 2026, an estimated $2.45K.
  • IMG Wealth Management first reported a position in Whirlpool in Q2 2025 and held it in 3 quarters.
  • IMG Wealth Management's Whirlpool position peaked at $3.45K in Q2 2025.
  • 490 funds tracked by Wall St. Rank held Whirlpool as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.