Bank of Montreal
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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 $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 $3.37T AUM 44.26% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Bank of Montreal's WHR Position: Q1 2026 in Review

Bank of Montreal increased its Whirlpool (WHR) stake by 16% in Q1 2026, buying an estimated $290K and bringing the position to 29,003 shares worth $1.56M. The position accounts for ﹤0.01% of the portfolio, ranked #1790.

Bank of Montreal first reported a position in WHR in Q2 2013 and has held it in 52 quarters since. The position peaked at $33.2M in Q4 2021. 487 funds tracked by Wall St. Rank hold WHR as of Q1 2026.

  • Bank of Montreal held 29,003 shares of Whirlpool worth $1.56M as of Q1 2026.
  • Bank of Montreal bought 3,948 Whirlpool shares in Q1 2026, an estimated $290K.
  • Whirlpool made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1790 holding.
  • Bank of Montreal first reported a position in Whirlpool in Q2 2013 and has held it in 52 quarters since.
  • Bank of Montreal's Whirlpool position peaked at $33.2M in Q4 2021.
  • 487 funds tracked by Wall St. Rank held Whirlpool as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.