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Legacy Capital Group California’s Whirlpool WHR Stock Holding History

Legacy Capital Group California’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 		$493K Sell
9,149
-2,870
-24% -$211K 0.19% 177
2025
Q4 		$867K Buy
12,019
+2,799
+30% +$207K 0.21% 127
2025
Q3 		$725K Buy
9,220
+1,576
+21% +$145K 0.18% 152
2025
Q2 		$775K Sell
7,644
-169
-2% -$14.1K 0.21% 122
2025
Q1 		$704K Sell
7,813
-62
-0.8% -$6.58K 0.25% 105
2024
Q4 		$902K Buy
7,875
+953
+14% +$105K 0.27% 85
2024
Q3 		$741K Sell
6,922
-253
-4% -$25.4K 0.25% 120
2024
Q2 		$733K Buy
7,175
+80
+1% +$7.8K 0.26% 112
2024
Q1 		$849K Buy
7,095
+3,043
+75% +$339K 0.31% 97
2023
Q4 		$493K Sell
4,052
-16
-0.4% -$1.86K 0.19% 162
2023
Q3 		$544K Buy
4,068
+9
+0.2% +$1.27K 0.23% 128
2023
Q2 		$604K Buy
4,059
+117
+3% +$16.1K 0.25% 117
2023
Q1 		$520K Buy
+3,942
New +$561K 0.25% 120

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

Legacy Capital Group California's WHR Position: Q1 2026 in Review

Legacy Capital Group California reduced its Whirlpool (WHR) stake by 24% in Q1 2026, selling an estimated $211K and leaving 9,149 shares worth $493K. The position accounts for 0.19% of the portfolio, ranked #177.

Legacy Capital Group California first reported a position in WHR in Q1 2023 and has held it in 13 quarters since. The position peaked at $902K in Q4 2024. 485 funds tracked by Wall St. Rank hold WHR as of Q1 2026.

  • Legacy Capital Group California held 9,149 shares of Whirlpool worth $493K as of Q1 2026.
  • Legacy Capital Group California sold 2,870 Whirlpool shares in Q1 2026, an estimated $211K.
  • Whirlpool made up 0.19% of Legacy Capital Group California's portfolio in Q1 2026, its #177 holding.
  • Legacy Capital Group California first reported a position in Whirlpool in Q1 2023 and has held it in 13 quarters since.
  • Legacy Capital Group California's Whirlpool position peaked at $902K in Q4 2024.
  • 485 funds tracked by Wall St. Rank held Whirlpool as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.