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Sunbelt Securities’s Whirlpool WHR Stock Holding History

Sunbelt Securities’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 		$23.7K Hold
440
– – ﹤0.01% 1241
2025
Q4 		$31.7K Buy
440
+40
+10% +$2.95K ﹤0.01% 1126
2025
Q3 		$31.4K Sell
400
-5,030
-93% -$462K ﹤0.01% 1128
2025
Q2 		$622K Buy
5,430
+4,605
+558% +$383K 0.05% 303
2025
Q1 		$74.4K Sell
825
-4,605
-85% -$488K 0.01% 809
2024
Q4 		$618K Sell
5,430
-400
-7% -$44.1K 0.05% 304
2024
Q3 		$624K Buy
5,830
+1,600
+38% +$161K 0.06% 298
2024
Q2 		$432K Buy
4,230
+3,650
+629% +$356K 0.04% 368
2024
Q1 		$69.4K Sell
580
-350
-38% -$39K 0.01% 802
2023
Q4 		$113K Buy
930
+350
+60% +$40.8K 0.01% 647
2023
Q3 		$77.5K Hold
580
– – 0.01% 705
2023
Q2 		$86.3K Buy
580
+5
+0.9% +$687 0.01% 677
2023
Q1 		$74K Buy
+575
New +$81.9K 0.01% 656

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

Sunbelt Securities's WHR Position: Q1 2026 in Review

Sunbelt Securities held its Whirlpool (WHR) position steady in Q1 2026 at 440 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1241.

Sunbelt Securities first reported a position in WHR in Q1 2023 and has held it in 13 quarters since. The position peaked at $624K in Q3 2024. 485 funds tracked by Wall St. Rank hold WHR as of Q1 2026.

  • Sunbelt Securities held 440 shares of Whirlpool worth $23.7K as of Q1 2026.
  • Sunbelt Securities left its Whirlpool share count unchanged in Q1 2026.
  • Whirlpool made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1241 holding.
  • Sunbelt Securities first reported a position in Whirlpool in Q1 2023 and has held it in 13 quarters since.
  • Sunbelt Securities's Whirlpool position peaked at $624K in Q3 2024.
  • 485 funds tracked by Wall St. Rank held Whirlpool as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.