Carson Wealth (CWM LLC)’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $388K | Buy |
7,198
+4,233
| +143% | +$311K | ﹤0.01% | 2204 |
|
|
2025
Q4 | $214K | Sell |
2,965
-250
| -8% | -$18.5K | ﹤0.01% | 2517 |
|
|
2025
Q3 | $253K | Sell |
3,215
-1,092
| -25% | -$100K | ﹤0.01% | 2263 |
|
|
2025
Q2 | $437K | Sell |
4,307
-2,229
| -34% | -$185K | ﹤0.01% | 1650 |
|
|
2025
Q1 | $589K | Sell |
6,536
-4,205
| -39% | -$446K | ﹤0.01% | 1390 |
|
|
2024
Q4 | $1.23M | Buy |
10,741
+4,136
| +63% | +$456K | 0.01% | 974 |
|
|
2024
Q3 | $707K | Buy |
6,605
+1,661
| +34% | +$167K | ﹤0.01% | 1184 |
|
|
2024
Q2 | $505K | Buy |
4,944
+2,092
| +73% | +$204K | ﹤0.01% | 1196 |
|
|
2024
Q1 | $341K | Buy |
2,852
+1,631
| +134% | +$182K | ﹤0.01% | 1279 |
|
|
2023
Q4 | $149K | Buy |
1,221
+645
| +112% | +$75.1K | ﹤0.01% | 1557 |
|
|
2023
Q3 | $77K | Buy |
576
+123
| +27% | +$17.4K | ﹤0.01% | 1801 |
|
|
2023
Q2 | $67K | Sell |
453
-4
| -0.9% | -$549 | ﹤0.01% | 1798 |
|
|
2023
Q1 | $60K | Sell |
457
-145
| -24% | -$20.7K | ﹤0.01% | 1771 |
|
|
2022
Q4 | $85K | Sell |
602
-904
| -60% | -$129K | ﹤0.01% | 1455 |
|
|
2022
Q3 | $203K | Buy |
1,506
+268
| +22% | +$42.7K | ﹤0.01% | 1041 |
|
|
2022
Q2 | $192K | Buy |
1,238
+411
| +50% | +$71.5K | ﹤0.01% | 1060 |
|
|
2022
Q1 | $143K | Buy |
827
+387
| +88% | +$78.4K | ﹤0.01% | 1187 |
|
|
2021
Q4 | $103K | Buy |
+440
| New | +$96.6K | ﹤0.01% | 1282 |
|
|
2021
Q2 | $189K | Hold |
866
| – | – | ﹤0.01% | 923 |
|
|
2021
Q1 | $189K | Hold |
866
| – | – | ﹤0.01% | 923 |
|
|
2020
Q4 | $189K | Hold |
866
| – | – | ﹤0.01% | 923 |
|
|
2020
Q3 | $189K | Hold |
866
| – | – | ﹤0.01% | 923 |
|
|
2020
Q2 | $189K | Hold |
866
| – | – | ﹤0.01% | 923 |
|
|
2020
Q1 | $189K | Hold |
866
| – | – | ﹤0.01% | 923 |
|
|
2019
Q4 | $189K | Hold |
866
| – | – | ﹤0.01% | 923 |
|
|
2019
Q3 | $189K | Hold |
866
| – | – | ﹤0.01% | 923 |
|
|
2019
Q2 | $189K | Hold |
866
| – | – | ﹤0.01% | 923 |
|
|
2019
Q1 | $189K | Buy |
866
+833
| +2,524% | +$110K | ﹤0.01% | 923 |
|
|
2018
Q4 | $4K | Buy |
33
+4
| +14% | +$454 | ﹤0.01% | 1618 |
|
|
2018
Q3 | $3K | Buy |
29
+24
| +480% | +$3.18K | ﹤0.01% | 1482 |
|
|
2018
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 1617 |
|
|
2018
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 1342 |
|
|
2017
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 1407 |
|
|
2017
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 1427 |
|
|
2017
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 1151 |
|
|
2017
Q1 | $1K | Sell |
5
-13
| -72% | -$2.31K | ﹤0.01% | 1118 |
|
|
2016
Q4 | $3K | Buy |
18
+13
| +260% | +$2.15K | ﹤0.01% | 944 |
|
|
2016
Q3 | $1K | Buy |
+5
| New | +$886 | ﹤0.01% | 963 |
|
|
2014
Q1 | – | Sell |
-55
| Closed | -$9K | – | 496 |
|
|
2013
Q4 | $9K | Hold |
55
| – | – | ﹤0.01% | 464 |
|
|
2013
Q3 | $8K | Buy |
+55
| New | +$7.28K | ﹤0.01% | 341 |
|
Other funds holding WHR
RI
AL
Carson Wealth (CWM LLC)'s WHR Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Whirlpool (WHR) stake by 143% in Q1 2026, buying an estimated $311K and bringing the position to 7,198 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #2204.
Carson Wealth (CWM LLC) first reported a position in WHR in Q3 2013 and has held it in 40 quarters since. The position peaked at $1.23M in Q4 2024. 489 funds tracked by Wall St. Rank hold WHR as of Q1 2026.
- Carson Wealth (CWM LLC) held 7,198 shares of Whirlpool worth $388K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 4,233 Whirlpool shares in Q1 2026, an estimated $311K.
- Whirlpool made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2204 holding.
- Carson Wealth (CWM LLC) first reported a position in Whirlpool in Q3 2013 and has held it in 40 quarters since.
- Carson Wealth (CWM LLC)'s Whirlpool position peaked at $1.23M in Q4 2024.
- 489 funds tracked by Wall St. Rank held Whirlpool as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.