WWM
RL icon

Whalen Wealth Management’s Ralph Lauren RL Stock Holding History

Whalen Wealth Management’s Portfolio RL Stock Details RL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$918K Buy
2,586
+245
+10% +$90.3K 0.39% 72
2026
Q2 		$940K Buy
2,341
+115
+5% +$42.8K 0.42% 71
2026
Q1 		$766K Buy
2,226
+864
+63% +$307K 0.41% 63
2025
Q4 		$481K Sell
1,362
-190
-12% -$64.8K 0.26% 105
2025
Q3 		$487K Buy
+1,552
New +$462K 0.28% 82

Other funds holding RL

MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EC
Eleva Capital Paris, France $113M AUM
BWM
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Whalen Wealth Management's RL Position: Q3 2026 in Review

Whalen Wealth Management increased its Ralph Lauren (RL) stake by 10% in Q3 2026, buying an estimated $90.3K and bringing the position to 2,586 shares worth $918K. The position accounts for 0.39% of the portfolio, ranked #72.

Whalen Wealth Management first reported a position in RL in Q3 2025 and has held it in 5 quarters since. The position peaked at $940K in Q2 2026. 27 funds tracked by Wall St. Rank hold RL as of Q3 2026.

  • Whalen Wealth Management held 2,586 shares of Ralph Lauren worth $918K as of Q3 2026.
  • Whalen Wealth Management bought 245 Ralph Lauren shares in Q3 2026, an estimated $90.3K.
  • Ralph Lauren made up 0.39% of Whalen Wealth Management's portfolio in Q3 2026, its #72 holding.
  • Whalen Wealth Management first reported a position in Ralph Lauren in Q3 2025 and has held it in 5 quarters since.
  • Whalen Wealth Management's Ralph Lauren position peaked at $940K in Q2 2026.
  • 27 funds tracked by Wall St. Rank held Ralph Lauren as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.