XWM
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Xcel Wealth Management’s Whirlpool WHR Stock Holding History

Xcel 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 		$736K Sell
13,646
-15,333
-53% -$1.13M 0.2% 85
2025
Q4 		$2.09M Sell
28,979
-25,479
-47% -$1.88M 0.53% 50
2025
Q3 		$4.28M Sell
54,458
-2,446
-4% -$224K 1.11% 26
2025
Q2 		$5.77M Sell
56,904
-1,904
-3% -$158K 1.64% 16
2025
Q1 		$5.3M Sell
58,808
-290
-0.5% -$30.8K 1.65% 15
2024
Q4 		$6.77M Buy
59,098
+85
+0.1% +$9.38K 1.87% 11
2024
Q3 		$6.31M Buy
59,013
+1,785
+3% +$179K 1.85% 14
2024
Q2 		$5.85M Buy
57,228
+50,368
+734% +$4.91M 1.83% 14
2024
Q1 		$821K Buy
6,860
+827
+14% +$92.2K 0.26% 66
2023
Q4 		$735K Buy
6,033
+1,225
+25% +$143K 0.26% 66
2023
Q3 		$643K Sell
4,808
-100
-2% -$14.1K 0.25% 67
2023
Q2 		$730K Buy
4,908
+1,000
+26% +$137K 0.23% 72
2023
Q1 		$516K Sell
3,908
-100
-2% -$14.2K 0.18% 83
2022
Q4 		$567K Sell
4,008
-1,800
-31% -$256K 0.22% 72
2022
Q3 		$783K Buy
5,808
+380
+7% +$60.5K 0.29% 60
2022
Q2 		$841K Buy
+5,428
New +$944K 0.31% 61

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

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

Xcel Wealth Management reduced its Whirlpool (WHR) stake by 53% in Q1 2026, selling an estimated $1.13M and leaving 13,646 shares worth $736K. The position accounts for 0.2% of the portfolio, ranked #85.

Xcel Wealth Management first reported a position in WHR in Q2 2022 and has held it in 16 quarters since. The position peaked at $6.77M in Q4 2024. 485 funds tracked by Wall St. Rank hold WHR as of Q1 2026.

  • Xcel Wealth Management held 13,646 shares of Whirlpool worth $736K as of Q1 2026.
  • Xcel Wealth Management sold 15,333 Whirlpool shares in Q1 2026, an estimated $1.13M.
  • Whirlpool made up 0.2% of Xcel Wealth Management's portfolio in Q1 2026, its #85 holding.
  • Xcel Wealth Management first reported a position in Whirlpool in Q2 2022 and has held it in 16 quarters since.
  • Xcel Wealth Management's Whirlpool position peaked at $6.77M in Q4 2024.
  • 485 funds tracked by Wall St. Rank held Whirlpool as of Q1 2026.

Based on Xcel Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.