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IFG Advisory’s Whirlpool WHR Stock Holding History

IFG Advisory’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 		$214K Buy
+5,425
New +$254K 0.01% 849
2026
Q1 		– Sell
-4,428
Closed -$319K – 877
2025
Q4 		$319K Buy
4,428
+90
+2% +$6.64K 0.01% 622
2025
Q3 		$341K Buy
4,338
+197
+5% +$18.1K 0.02% 602
2025
Q2 		$420K Buy
4,141
+1,000
+32% +$83.2K 0.02% 509
2025
Q1 		$283K Buy
3,141
+45
+1% +$4.77K 0.02% 580
2024
Q4 		$354K Buy
+3,096
New +$342K 0.02% 498
2024
Q3 		– Sell
-3,029
Closed -$310K – 626
2024
Q2 		$310K Buy
+3,029
New +$295K 0.02% 509
2024
Q1 		– Sell
-2,737
Closed -$333K – 590
2023
Q4 		$333K Buy
2,737
+146
+6% +$17K 0.02% 454
2023
Q3 		$347K Buy
+2,591
New +$366K 0.03% 411
2023
Q2 		– Sell
-2,137
Closed -$282K – 507
2023
Q1 		$282K Sell
2,137
-5,430
-72% -$773K 0.03% 419
2022
Q4 		$1.07M Buy
7,567
+2,483
+49% +$353K 0.11% 201
2022
Q3 		$685K Buy
5,084
+1,587
+45% +$253K 0.06% 271
2022
Q2 		$541K Buy
3,497
+2,094
+149% +$364K 0.06% 279
2022
Q1 		$242K Buy
1,403
+61
+5% +$12.4K 0.02% 440
2021
Q4 		$314K Sell
1,342
-1,485
-53% -$326K 0.03% 395
2021
Q3 		$576K Buy
2,827
+12
+0.4% +$2.63K 0.06% 268
2021
Q2 		$613K Sell
2,815
-28
-1% -$6.52K 0.07% 258
2021
Q1 		$626K Buy
2,843
+48
+2% +$9.53K 0.08% 260
2020
Q4 		$504K Buy
2,795
+1,199
+75% +$230K 0.07% 258
2020
Q3 		$293K Sell
1,596
-169
-10% -$28.1K 0.05% 326
2020
Q2 		$228K Buy
+1,765
New +$202K 0.04% 354
2020
Q1 		– Sell
-2,008
Closed -$296K – 421
2019
Q4 		$296K Hold
2,008
– – 0.05% 313
2019
Q3 		$318K Sell
2,008
-47
-2% -$6.75K 0.06% 291
2019
Q2 		$292K Sell
2,055
-25
-1% -$3.35K 0.05% 279
2019
Q1 		$276K Buy
+2,080
New +$275K 0.05% 275

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.35B AUM 9.17% 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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

IFG Advisory's WHR Position: Q2 2026 in Review

IFG Advisory opened a new position in Whirlpool (WHR) in Q2 2026: 5,425 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #849 among its holdings. This is a return to the name: IFG Advisory previously reported a position in WHR as recently as Q4 2025.

IFG Advisory first reported a position in WHR in Q1 2019 and has held it in 25 quarters since. The position peaked at $1.07M in Q4 2022. 459 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • IFG Advisory held 5,425 shares of Whirlpool worth $214K as of Q2 2026.
  • Whirlpool was a new IFG Advisory position in Q2 2026.
  • Whirlpool made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #849 holding.
  • IFG Advisory first reported a position in Whirlpool in Q1 2019 and has held it in 25 quarters since.
  • IFG Advisory's Whirlpool position peaked at $1.07M in Q4 2022.
  • 459 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.