Courier Capital’s Whirlpool WHR Stock Holding History

Courier Capital’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	$707K	Sell	17,923 -1,028	-5%	-$48.2K	0.04%	247
2026 Q1	$1.02M	Sell	18,951 -2,790	-13%	-$205K	0.06%	215
2025 Q4	$1.57M	Sell	21,741 -938	-4%	-$69.3K	0.09%	177
2025 Q3	$1.78M	Sell	22,679 -2,015	-8%	-$185K	0.1%	172
2025 Q2	$2.5M	Sell	24,694 -1,034	-4%	-$86K	0.15%	132
2025 Q1	$2.32M	Sell	25,728 -626	-2%	-$66.4K	0.15%	133
2024 Q4	$3.02M	Buy	26,354 +107	+0.4%	+$11.8K	0.21%	107
2024 Q3	$2.81M	Sell	26,247 -573	-2%	-$57.6K	0.19%	110
2024 Q2	$2.74M	Buy	26,820 +12,972	+94%	+$1.26M	0.22%	90
2024 Q1	$1.66M	Buy	13,848 +448	+3%	+$49.9K	0.12%	147
2023 Q4	$1.63M	Buy	13,400 +1,018	+8%	+$119K	0.12%	147
2023 Q3	$1.66M	Buy	12,382 +186	+2%	+$26.3K	0.14%	140
2023 Q2	$1.81M	Buy	12,196 +301	+3%	+$41.3K	0.14%	136
2023 Q1	$1.57M	Buy	11,895 +125	+1%	+$17.8K	0.17%	98
2022 Q4	$1.66M	Sell	11,770 -350	-3%	-$49.8K	0.19%	97
2022 Q3	$1.63M	Sell	12,120 -225	-2%	-$35.8K	0.2%	99
2022 Q2	$1.91M	Buy	12,345 +145	+1%	+$25.2K	0.22%	96
2022 Q1	$2.11M	Sell	12,200 -1,475	-11%	-$299K	0.21%	96
2021 Q4	$3.21M	Sell	13,675 -400	-3%	-$87.8K	0.3%	79
2021 Q3	$2.87M	Buy	14,075 +750	+6%	+$164K	0.27%	82
2021 Q2	$2.9M	Buy	13,325 +2,639	+25%	+$615K	0.28%	83
2021 Q1	$2.35M	Buy	10,686 +150	+1%	+$29.8K	0.24%	91
2020 Q4	$1.9M	Hold	10,536	–	–	0.21%	94
2020 Q3	$2.13M	Sell	10,536 -600	-5%	-$99.7K	0.25%	85
2020 Q2	$1.44M	Buy	+11,136	New	+$1.27M	0.19%	93
2015 Q2	–	Sell	-1,230	Closed	-$249K	–	302
2015 Q1	$249K	Sell	1,230 -211	-15%	-$42.9K	0.05%	234
2014 Q4	$279K	Sell	1,441 -167	-10%	-$28.7K	0.06%	220
2014 Q3	$234K	Buy	1,608 +70	+5%	+$10.3K	0.05%	248
2014 Q2	$214K	Hold	1,538	–	–	0.04%	267
2014 Q1	$230K	Sell	1,538 -455	-23%	-$65.9K	0.05%	248
2013 Q4	$313K	Sell	1,993 -131	-6%	-$19.2K	0.07%	210
2013 Q3	$311K	Buy	2,124 +123	+6%	+$16.3K	0.07%	203
2013 Q2	$229K	Buy	+2,001	New	+$243K	0.06%	242

Other funds holding WHR

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

QAM

QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Courier Capital's WHR Position: Q2 2026 in Review

Courier Capital reduced its Whirlpool (WHR) stake by 5.4% in Q2 2026, selling an estimated $48.2K and leaving 17,923 shares worth $707K. The position accounts for 0.04% of the portfolio, ranked #247.

Courier Capital first reported a position in WHR in Q2 2013 and has held it in 33 quarters since. The position peaked at $3.21M in Q4 2021. 145 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

Courier Capital held 17,923 shares of Whirlpool worth $707K as of Q2 2026.
Courier Capital sold 1,028 Whirlpool shares in Q2 2026, an estimated $48.2K.
Whirlpool made up 0.04% of Courier Capital's portfolio in Q2 2026, its #247 holding.
Courier Capital first reported a position in Whirlpool in Q2 2013 and has held it in 33 quarters since.
Courier Capital's Whirlpool position peaked at $3.21M in Q4 2021.
145 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.