WWM
BLBD icon

Whalen Wealth Management’s Blue Bird Corp BLBD Stock Holding History

Whalen Wealth Management’s Portfolio BLBD Stock Details BLBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,147
Closed -$315K – 122
2024
Q4 		$315K Buy
+8,147
New +$340K 0.22% 89
2024
Q3 		– Sell
-4,558
Closed -$245K – 122
2024
Q2 		$245K Sell
4,558
-3,743
-45% -$172K 0.19% 88
2024
Q1 		$318K Buy
+8,301
New +$254K 0.24% 68

Other funds holding BLBD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
3C
325 Capital New York $274M AUM 49.96% 1-Year Est. Return

Whalen Wealth Management's BLBD Position: Q1 2025 in Review

Whalen Wealth Management sold out of Blue Bird Corp (BLBD) in Q1 2025, closing a stake of 8,147 shares — an estimated $315K sold.

Whalen Wealth Management first reported a position in BLBD in Q1 2024 and held it in 3 quarters. The position peaked at $318K in Q1 2024. 232 funds tracked by Wall St. Rank hold BLBD as of Q1 2025.

  • Whalen Wealth Management reported no remaining Blue Bird Corp position as of Q1 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 8,147 Blue Bird Corp shares in Q1 2025, an estimated $315K.
  • Whalen Wealth Management first reported a position in Blue Bird Corp in Q1 2024 and held it in 3 quarters.
  • Whalen Wealth Management's Blue Bird Corp position peaked at $318K in Q1 2024.
  • 232 funds tracked by Wall St. Rank held Blue Bird Corp as of Q1 2025.

Based on Whalen Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.