FFM
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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 – 992
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 – 728
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 – 604
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 $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return