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Legacy Financial Advisors’s Whirlpool WHR Stock Holding History

Legacy 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
-3,032
Closed -$219K – 431
2025
Q4 		$219K Sell
3,032
-27
-0.9% -$1.99K 0.03% 373
2025
Q3 		$240K Sell
3,059
-307
-9% -$28.2K 0.03% 368
2025
Q2 		$341K Sell
3,366
-1,745
-34% -$145K 0.05% 253
2025
Q1 		$461K Sell
5,111
-337
-6% -$35.7K 0.08% 207
2024
Q4 		$624K Sell
5,448
-195
-3% -$21.5K 0.1% 166
2024
Q3 		$604K Buy
5,643
+145
+3% +$14.6K 0.1% 171
2024
Q2 		$562K Buy
5,498
+2,672
+95% +$260K 0.1% 168
2024
Q1 		$338K Buy
2,826
+282
+11% +$31.4K 0.06% 228
2023
Q4 		$310K Buy
2,544
+139
+6% +$16.2K 0.06% 226
2023
Q3 		$322K Sell
2,405
-14
-0.6% -$1.98K 0.06% 196
2023
Q2 		$360K Buy
2,419
+467
+24% +$64.1K 0.07% 181
2023
Q1 		$258K Sell
1,952
-213
-10% -$30.3K 0.05% 206
2022
Q4 		$306K Buy
+2,165
New +$308K 0.07% 174
2019
Q2 		– Sell
-49
Closed -$7K – 903
2019
Q1 		$7K Buy
49
+16
+48% +$2.11K ﹤0.01% 710
2018
Q4 		$4K Hold
33
– – ﹤0.01% 787
2018
Q3 		$3K Hold
33
– – ﹤0.01% 778
2018
Q2 		$5K Hold
33
– – ﹤0.01% 712
2018
Q1 		$4K Hold
33
– – ﹤0.01% 697
2017
Q4 		$5K Buy
+33
New +$5.59K ﹤0.01% 643

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 Financial Advisors's WHR Position: Q1 2026 in Review

Legacy Financial Advisors sold out of Whirlpool (WHR) in Q1 2026, closing a stake of 3,032 shares — an estimated $219K sold.

Legacy Financial Advisors first reported a position in WHR in Q4 2017 and held it in 19 quarters. The position peaked at $624K in Q4 2024. 486 funds tracked by Wall St. Rank hold WHR as of Q1 2026.

  • Legacy Financial Advisors reported no remaining Whirlpool position as of Q1 2026 after selling out during the quarter.
  • Legacy Financial Advisors sold 3,032 Whirlpool shares in Q1 2026, an estimated $219K.
  • Legacy Financial Advisors first reported a position in Whirlpool in Q4 2017 and held it in 19 quarters.
  • Legacy Financial Advisors's Whirlpool position peaked at $624K in Q4 2024.
  • 486 funds tracked by Wall St. Rank held Whirlpool as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.