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Access Investment Management’s Whirlpool WHR Stock Holding History

Access Investment 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
Q2 		$631K Sell
16,000
-1,200
-7% -$56.2K 0.16% 59
2026
Q1 		$927K Sell
17,200
-59,785
-78% -$4.39M 0.25% 55
2025
Q4 		$6.05M Hold
76,985
– – 1.63% 23
2025
Q3 		$6.05M Buy
76,985
+115
+0.1% +$10.6K 1.63% 23
2025
Q2 		$7.8M Buy
+76,870
New +$6.39M 2.22% 15
2024
Q4 		$12.6M Buy
109,715
+100
+0.1% +$11K 3.64% 7
2024
Q3 		$11.7M Buy
109,615
+25
+0% +$2.51K 3.57% 7
2024
Q2 		$11.2M Buy
109,590
+47,270
+76% +$4.61M 3.64% 9
2024
Q1 		$7.46M Buy
62,320
+57,320
+1,146% +$6.39M 2.46% 13
2023
Q4 		$609K Buy
+5,000
New +$583K 0.23% 58

Other funds holding WHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Access Investment Management's WHR Position: Q2 2026 in Review

Access Investment Management reduced its Whirlpool (WHR) stake by 7% in Q2 2026, selling an estimated $56.2K and leaving 16,000 shares worth $631K. The position accounts for 0.16% of the portfolio, ranked #59.

Access Investment Management first reported a position in WHR in Q4 2023 and has held it in 10 quarters since. The position peaked at $12.6M in Q4 2024. 459 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Access Investment Management held 16,000 shares of Whirlpool worth $631K as of Q2 2026.
  • Access Investment Management sold 1,200 Whirlpool shares in Q2 2026, an estimated $56.2K.
  • Whirlpool made up 0.16% of Access Investment Management's portfolio in Q2 2026, its #59 holding.
  • Access Investment Management first reported a position in Whirlpool in Q4 2023 and has held it in 10 quarters since.
  • Access Investment Management's Whirlpool position peaked at $12.6M in Q4 2024.
  • 459 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Access Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.