Bank of Montreal
WHR icon

Bank of Montreal’s Whirlpool WHR Stock Holding History

Bank of Montreal’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
2024
Q1 		– Sell
-7,500
Closed -$925K – 4376
2023
Q4 		$925K Buy
+7,500
New +$874K ﹤0.01% 2090

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 $3.38T AUM 44.17% 1-Year Est. Return

Bank of Montreal's WHR Position: Q2 2026 in Review

Bank of Montreal increased its Whirlpool (WHR) stake by 13% in Q2 2026, buying an estimated $180K and bringing the position to 32,847 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #1948.

Bank of Montreal first reported a position in WHR in Q2 2013 and has held it in 53 quarters since. The position peaked at $33.2M in Q4 2021. 461 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Bank of Montreal held 32,847 shares of Whirlpool worth $1.29M as of Q2 2026.
  • Bank of Montreal bought 3,844 Whirlpool shares in Q2 2026, an estimated $180K.
  • Whirlpool made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1948 holding.
  • Bank of Montreal first reported a position in Whirlpool in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's Whirlpool position peaked at $33.2M in Q4 2021.
  • 461 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.