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CCM Investment Group’s Whirlpool WHR Stock Holding History

CCM Investment Group’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
2025
Q1 		$628K Buy
+7,020
New +$744K 0.07% 152

Other funds holding WHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCM Investment Group's WHR Position: Q1 2025 in Review

CCM Investment Group opened a new position in Whirlpool (WHR) in Q1 2025: 7,020 shares worth $628K. The stake represents 0.07% of the portfolio and ranks #152 among its holdings.

531 funds tracked by Wall St. Rank hold WHR as of Q1 2025.

  • CCM Investment Group held 7,020 shares of Whirlpool worth $628K as of Q1 2025.
  • Whirlpool was a new CCM Investment Group position in Q1 2025.
  • Whirlpool made up 0.07% of CCM Investment Group's portfolio in Q1 2025, its #152 holding.
  • 531 funds tracked by Wall St. Rank held Whirlpool as of Q1 2025.

Based on CCM Investment Group's 13F filing for Q1 2025, filed 12 May 2025.