Donaldson Capital Management’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
$464K Buy
8,597
+639
+8% +$46.9K 0.02% 183
2025
Q4
$574K Sell
7,958
-709
-8% -$52.3K 0.02% 167
2025
Q3
$681K Buy
8,667
+771
+10% +$70.8K 0.02% 160
2025
Q2
$801K Buy
7,896
+429
+6% +$35.7K 0.03% 149
2025
Q1
$673K Buy
7,467
+1,171
+19% +$124K 0.03% 153
2024
Q4
$721K Buy
6,296
+41
+0.7% +$4.52K 0.03% 153
2024
Q3
$669K Sell
6,255
-73
-1% -$7.34K 0.03% 155
2024
Q2
$647K Sell
6,328
-214
-3% -$20.9K 0.03% 144
2024
Q1
$783K Sell
6,542
-15
-0.2% -$1.67K 0.03% 135
2023
Q4
$798K Sell
6,557
-136
-2% -$15.8K 0.04% 135
2023
Q3
$895K Buy
6,693
+1,067
+19% +$151K 0.04% 128
2023
Q2
$837K Buy
5,626
+161
+3% +$22.1K 0.04% 135
2023
Q1
$721K Buy
5,465
+2,607
+91% +$371K 0.03% 138
2022
Q4
$404K Buy
2,858
+126
+5% +$17.9K 0.02% 170
2022
Q3
$368K Buy
+2,732
New +$435K 0.02% 174
2018
Q1
Sell
-11,284
Closed -$1.9M 179
2017
Q4
$1.9M Sell
11,284
-2,713
-19% -$460K 0.19% 68
2017
Q3
$2.58M Buy
13,997
+483
+4% +$86.4K 0.27% 53
2017
Q2
$2.59M Sell
13,514
-829
-6% -$152K 0.29% 49
2017
Q1
$2.46M Sell
14,343
-212
-1% -$37.6K 0.29% 47
2016
Q4
$2.65M Sell
14,555
-889
-6% -$147K 0.33% 46
2016
Q3
$2.5M Buy
15,444
+1,497
+11% +$265K 0.33% 48
2016
Q2
$2.32M Buy
13,947
+2,981
+27% +$526K 0.32% 50
2016
Q1
$1.98M Buy
+10,966
New +$1.63M 0.28% 48

Other funds holding WHR

Donaldson Capital Management's WHR Position: Q1 2026 in Review

Donaldson Capital Management increased its Whirlpool (WHR) stake by 8% in Q1 2026, buying an estimated $46.9K and bringing the position to 8,597 shares worth $464K. The position accounts for 0.02% of the portfolio, ranked #183.

Donaldson Capital Management first reported a position in WHR in Q1 2016 and has held it in 23 quarters since. The position peaked at $2.65M in Q4 2016. 485 funds tracked by Wall St. Rank hold WHR as of Q1 2026.

  • Donaldson Capital Management held 8,597 shares of Whirlpool worth $464K as of Q1 2026.
  • Donaldson Capital Management bought 639 Whirlpool shares in Q1 2026, an estimated $46.9K.
  • Whirlpool made up 0.02% of Donaldson Capital Management's portfolio in Q1 2026, its #183 holding.
  • Donaldson Capital Management first reported a position in Whirlpool in Q1 2016 and has held it in 23 quarters since.
  • Donaldson Capital Management's Whirlpool position peaked at $2.65M in Q4 2016.
  • 485 funds tracked by Wall St. Rank held Whirlpool as of Q1 2026.

Based on Donaldson Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.