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HM Payson & Co’s Whirlpool WHR Stock Holding History

HM Payson & Co’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 		$49.3K Sell
1,250
-1,470
-54% -$68.9K ﹤0.01% 711
2026
Q1 		$147K Hold
2,720
– – ﹤0.01% 498
2025
Q4 		$196K Sell
2,720
-200
-7% -$14.8K ﹤0.01% 428
2025
Q3 		$230K Buy
2,920
+100
+4% +$9.18K ﹤0.01% 405
2025
Q2 		$286K Sell
2,820
-600
-18% -$49.9K ﹤0.01% 361
2025
Q1 		$308K Sell
3,420
-103
-3% -$10.9K 0.01% 346
2024
Q4 		$403K Buy
3,523
+100
+3% +$11K 0.01% 306
2024
Q3 		$366K Sell
3,423
-700
-17% -$70.4K 0.01% 326
2024
Q2 		$421K Sell
4,123
-415
-9% -$40.4K 0.01% 299
2024
Q1 		$543K Sell
4,538
-50
-1% -$5.57K 0.01% 277
2023
Q4 		$559K Sell
4,588
-475
-9% -$55.3K 0.01% 264
2023
Q3 		$677K Buy
5,063
+772
+18% +$109K 0.02% 237
2023
Q2 		$638K Hold
4,291
– – 0.01% 242
2023
Q1 		$566K Sell
4,291
-254
-6% -$36.2K 0.01% 238
2022
Q4 		$643K Hold
4,545
– – 0.02% 222
2022
Q3 		$613K Sell
4,545
-324
-7% -$51.6K 0.02% 227
2022
Q2 		$754K Sell
4,869
-406
-8% -$70.6K 0.02% 214
2022
Q1 		$911K Sell
5,275
-17,073
-76% -$3.46M 0.02% 215
2021
Q4 		$5.24M Sell
22,348
-1,215
-5% -$267K 0.11% 106
2021
Q3 		$4.8M Sell
23,563
-31,307
-57% -$6.87M 0.12% 109
2021
Q2 		$12M Buy
54,870
+14,455
+36% +$3.37M 0.29% 73
2021
Q1 		$8.9M Buy
40,415
+35,502
+723% +$7.05M 0.24% 78
2020
Q4 		$887K Hold
4,913
– – 0.02% 217
2020
Q3 		$903K Sell
4,913
-2,350
-32% -$390K 0.03% 201
2020
Q2 		$941K Buy
7,263
+200
+3% +$22.9K 0.03% 187
2020
Q1 		$606K Sell
7,063
-956
-12% -$126K 0.02% 207
2019
Q4 		$1.18M Sell
8,019
-500
-6% -$75.5K 0.04% 184
2019
Q3 		$1.35M Sell
8,519
-700
-8% -$100K 0.05% 174
2019
Q2 		$1.31M Buy
+9,219
New +$1.24M 0.05% 173
2018
Q4 		– Sell
-5,881
Closed -$698K – 330
2018
Q3 		$698K Sell
5,881
-163
-3% -$21.6K 0.03% 198
2018
Q2 		$884K Buy
6,044
+23
+0.4% +$3.5K 0.04% 191
2018
Q1 		$922K Buy
6,021
+4
+0.1% +$668 0.04% 185
2017
Q4 		$1.01M Buy
6,017
+47
+0.8% +$7.96K 0.04% 187
2017
Q3 		$1.1M Sell
5,970
-163
-3% -$29.1K 0.05% 177
2017
Q2 		$1.18M Buy
6,133
+13
+0.2% +$2.38K 0.05% 173
2017
Q1 		$1.05M Hold
6,120
– – 0.05% 178
2016
Q4 		$1.11M Sell
6,120
-50
-0.8% -$8.28K 0.05% 175
2016
Q3 		$1M Hold
6,170
– – 0.05% 184
2016
Q2 		$1.03M Sell
6,170
-6
-0.1% -$1.06K 0.05% 172
2016
Q1 		$1.11M Sell
6,176
-700
-10% -$104K 0.06% 166
2015
Q4 		$1.01M Hold
6,876
– – 0.05% 176
2015
Q3 		$1.01M Sell
6,876
-1,633
-19% -$276K 0.05% 171
2015
Q2 		$1.47M Hold
8,509
– – 0.07% 157
2015
Q1 		$1.72M Sell
8,509
-18
-0.2% -$3.66K 0.09% 148
2014
Q4 		$1.65M Sell
8,527
-50
-0.6% -$8.59K 0.08% 149
2014
Q3 		$1.25M Sell
8,577
-120
-1% -$17.7K 0.06% 160
2014
Q2 		$1.21M Hold
8,697
– – 0.06% 162
2014
Q1 		$1.3M Sell
8,697
-225
-3% -$32.6K 0.07% 151
2013
Q4 		$1.4M Sell
8,922
-125
-1% -$18.3K 0.08% 147
2013
Q3 		$1.32M Sell
9,047
-894
-9% -$118K 0.08% 149
2013
Q2 		$1.14M Buy
+9,941
New +$1.21M 0.07% 151

Other funds holding WHR

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
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

HM Payson & Co's WHR Position: Q2 2026 in Review

HM Payson & Co reduced its Whirlpool (WHR) stake by 54% in Q2 2026, selling an estimated $68.9K and leaving 1,250 shares worth $49.3K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

HM Payson & Co first reported a position in WHR in Q2 2013 and has held it in 51 quarters since. The position peaked at $12M in Q2 2021. 49 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • HM Payson & Co held 1,250 shares of Whirlpool worth $49.3K as of Q2 2026.
  • HM Payson & Co sold 1,470 Whirlpool shares in Q2 2026, an estimated $68.9K.
  • Whirlpool made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #711 holding.
  • HM Payson & Co first reported a position in Whirlpool in Q2 2013 and has held it in 51 quarters since.
  • HM Payson & Co's Whirlpool position peaked at $12M in Q2 2021.
  • 49 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.