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Whalen Wealth Management’s STMicroelectronics STM Stock Holding History

Whalen Wealth Management’s Portfolio STM Stock Details STM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$430K Sell
12,455
-5,882
-32% -$184K 0.23% 110
2025
Q4 		$476K Buy
+18,337
New +$470K 0.26% 107
2025
Q3 		– Sell
-7,007
Closed -$213K – 262
2025
Q2 		$213K Buy
+7,007
New +$174K 0.13% 190
2024
Q1 		– Sell
-4,226
Closed -$212K – 156
2023
Q4 		$212K Buy
+4,226
New +$189K 0.19% 100

Other funds holding STM

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Whalen Wealth Management's STM Position: Q1 2026 in Review

Whalen Wealth Management reduced its STMicroelectronics (STM) stake by 32% in Q1 2026, selling an estimated $184K and leaving 12,455 shares worth $430K. The position accounts for 0.23% of the portfolio, ranked #110.

Whalen Wealth Management first reported a position in STM in Q4 2023 and has held it in 4 quarters since. The position peaked at $476K in Q4 2025. 392 funds tracked by Wall St. Rank hold STM as of Q1 2026.

  • Whalen Wealth Management held 12,455 shares of STMicroelectronics worth $430K as of Q1 2026.
  • Whalen Wealth Management sold 5,882 STMicroelectronics shares in Q1 2026, an estimated $184K.
  • STMicroelectronics made up 0.23% of Whalen Wealth Management's portfolio in Q1 2026, its #110 holding.
  • Whalen Wealth Management first reported a position in STMicroelectronics in Q4 2023 and has held it in 4 quarters since.
  • Whalen Wealth Management's STMicroelectronics position peaked at $476K in Q4 2025.
  • 392 funds tracked by Wall St. Rank held STMicroelectronics as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.