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Jacobi Capital Management’s Whirlpool WHR Stock Holding History

Jacobi Capital 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
-3,354
Closed -$242K – 645
2025
Q4 		$242K Sell
3,354
-1,141
-25% -$84.2K 0.01% 569
2025
Q3 		$353K Buy
4,495
+366
+9% +$33.6K 0.02% 468
2025
Q2 		$419K Buy
4,129
+453
+12% +$37.7K 0.03% 425
2025
Q1 		$331K Buy
3,676
+366
+11% +$38.8K 0.02% 458
2024
Q4 		$379K Sell
3,310
-4
-0.1% -$441 0.03% 410
2024
Q3 		$355K Buy
3,314
+832
+34% +$83.6K 0.03% 422
2024
Q2 		$254K Buy
2,482
+270
+12% +$26.3K 0.02% 448
2024
Q1 		$265K Buy
+2,212
New +$247K 0.02% 418
2023
Q3 		– Sell
-1,461
Closed -$217K – 451
2023
Q2 		$217K Buy
+1,461
New +$201K 0.02% 413
2023
Q1 		– Sell
-1,440
Closed -$204K – 429
2022
Q4 		$204K Buy
+1,440
New +$205K 0.03% 401
2022
Q3 		– Sell
-1,579
Closed -$245K – 422
2022
Q2 		$245K Sell
1,579
-43
-3% -$7.48K 0.03% 367
2022
Q1 		$280K Buy
1,622
+162
+11% +$32.8K 0.03% 355
2021
Q4 		$343K Buy
1,460
+62
+4% +$13.6K 0.04% 330
2021
Q3 		$285K Buy
1,398
+96
+7% +$21.1K 0.04% 336
2021
Q2 		$284K Buy
1,302
+10
+0.8% +$2.33K 0.04% 329
2021
Q1 		$285K Hold
1,292
– – 0.04% 300
2020
Q4 		$233K Hold
1,292
– – 0.04% 299
2020
Q3 		$238K Hold
1,292
– – 0.04% 277
2020
Q2 		$167K Buy
1,292
+1,211
+1,495% +$139K 0.03% 306
2020
Q1 		$7K Hold
81
– – ﹤0.01% 776
2019
Q4 		$12K Hold
81
– – ﹤0.01% 727
2019
Q3 		$13K Hold
81
– – ﹤0.01% 697
2019
Q2 		$12K Buy
+81
New +$10.9K ﹤0.01% 713
2019
Q1 		– Sell
-25
Closed -$3K – 1033
2018
Q4 		$3K Hold
25
– – ﹤0.01% 826
2018
Q3 		$3K Buy
+25
New +$3.31K ﹤0.01% 867

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

Jacobi Capital Management's WHR Position: Q1 2026 in Review

Jacobi Capital Management sold out of Whirlpool (WHR) in Q1 2026, closing a stake of 3,354 shares — an estimated $242K sold.

Jacobi Capital Management first reported a position in WHR in Q3 2018 and held it in 25 quarters. The position peaked at $419K in Q2 2025. 486 funds tracked by Wall St. Rank hold WHR as of Q1 2026.

  • Jacobi Capital Management reported no remaining Whirlpool position as of Q1 2026 after selling out during the quarter.
  • Jacobi Capital Management sold 3,354 Whirlpool shares in Q1 2026, an estimated $242K.
  • Jacobi Capital Management first reported a position in Whirlpool in Q3 2018 and held it in 25 quarters.
  • Jacobi Capital Management's Whirlpool position peaked at $419K in Q2 2025.
  • 486 funds tracked by Wall St. Rank held Whirlpool as of Q1 2026.

Based on Jacobi Capital Management's 13F filing for Q1 2026, filed 14 May 2026.