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Forum Financial Management’s Whirlpool WHR Stock Holding History

Forum Financial Management’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
Q1 		– Sell
-2,798
Closed -$202K – 991
2025
Q4 		$202K Hold
2,798
– – ﹤0.01% 973
2025
Q3 		$220K Buy
2,798
+247
+10% +$22.7K ﹤0.01% 913
2025
Q2 		$259K Buy
2,551
+67
+3% +$5.57K ﹤0.01% 756
2025
Q1 		$224K Buy
2,484
+70
+3% +$7.42K ﹤0.01% 756
2024
Q4 		$276K Buy
+2,414
New +$266K ﹤0.01% 663
2023
Q4 		– Sell
-1,917
Closed -$256K – 727
2023
Q3 		$256K Buy
1,917
+2
+0.1% +$282 0.01% 475
2023
Q2 		$285K Buy
+1,915
New +$263K 0.01% 453
2022
Q3 		– Sell
-2,616
Closed -$405K – 603
2022
Q2 		$405K Buy
2,616
+1,380
+112% +$240K 0.02% 276
2022
Q1 		$213K Buy
1,236
+301
+32% +$61K 0.01% 543
2021
Q4 		$219K Buy
+935
New +$205K 0.01% 576

Other funds holding WHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.35B AUM 9.17% 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 $7.73B AUM 104.51% 1-Year Est. Return

Forum Financial Management's WHR Position: Q1 2026 in Review

Forum Financial Management sold out of Whirlpool (WHR) in Q1 2026, closing a stake of 2,798 shares — an estimated $202K sold.

Forum Financial Management first reported a position in WHR in Q4 2021 and held it in 10 quarters. The position peaked at $405K in Q2 2022. 489 funds tracked by Wall St. Rank hold WHR as of Q1 2026.

  • Forum Financial Management reported no remaining Whirlpool position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,798 Whirlpool shares in Q1 2026, an estimated $202K.
  • Forum Financial Management first reported a position in Whirlpool in Q4 2021 and held it in 10 quarters.
  • Forum Financial Management's Whirlpool position peaked at $405K in Q2 2022.
  • 489 funds tracked by Wall St. Rank held Whirlpool as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.