SWM
WHR icon

SHP Wealth Management’s Whirlpool WHR Stock Holding History

SHP 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 		$4.15K Hold
77
– – ﹤0.01% 1118
2025
Q4 		$5.55K Buy
+77
New +$5.68K ﹤0.01% 962

Other funds holding WHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

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

SHP Wealth Management held its Whirlpool (WHR) position steady in Q1 2026 at 77 shares worth $4.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1118.

SHP Wealth Management first reported a position in WHR in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.55K in Q4 2025. 487 funds tracked by Wall St. Rank hold WHR as of Q1 2026.

  • SHP Wealth Management held 77 shares of Whirlpool worth $4.15K as of Q1 2026.
  • SHP Wealth Management left its Whirlpool share count unchanged in Q1 2026.
  • Whirlpool made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1118 holding.
  • SHP Wealth Management first reported a position in Whirlpool in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Whirlpool position peaked at $5.55K in Q4 2025.
  • 487 funds tracked by Wall St. Rank held Whirlpool as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.