IMA Advisory Services’s Whirlpool WHR Stock Holding History

IMA Advisory Services’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	$53	Hold	1	–	–	﹤0.01%	1024
2025 Q4	$72	Hold	1	–	–	﹤0.01%	1002
2025 Q3	$79	Hold	1	–	–	﹤0.01%	546
2025 Q2	$101	Buy	+1	New	+$83	﹤0.01%	550
2018 Q3	–	Sell	-6	Closed	-$1K	–	470
2018 Q2	$1K	Buy	+6	New	+$912	﹤0.01%	459
2016 Q1	–	Sell	-1,755	Closed	-$239K	–	132
2015 Q4	$239K	Buy	1,755 +160	+10%	+$24.8K	0.15%	101
2015 Q3	$216K	Sell	1,595 -110	-6%	-$18.6K	0.14%	110
2015 Q2	$295K	Buy	1,705 +125	+8%	+$23.5K	0.14%	120
2015 Q1	$319K	Buy	1,580 +150	+10%	+$30.5K	0.16%	118
2014 Q4	$277K	Hold	1,430	–	–	0.14%	127
2014 Q3	$208K	Buy	+1,430	New	+$211K	0.1%	153

Other funds holding WHR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

IMA Advisory Services's WHR Position: Q1 2026 in Review

IMA Advisory Services held its Whirlpool (WHR) position steady in Q1 2026 at 1 share worth $53. The position accounts for ﹤0.01% of the portfolio, ranked #1024.

IMA Advisory Services first reported a position in WHR in Q3 2014 and has held it in 11 quarters since. The position peaked at $319K in Q1 2015. 485 funds tracked by Wall St. Rank hold WHR as of Q1 2026.

IMA Advisory Services held 1 share of Whirlpool worth $53 as of Q1 2026.
IMA Advisory Services left its Whirlpool share count unchanged in Q1 2026.
Whirlpool made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #1024 holding.
IMA Advisory Services first reported a position in Whirlpool in Q3 2014 and has held it in 11 quarters since.
IMA Advisory Services's Whirlpool position peaked at $319K in Q1 2015.
485 funds tracked by Wall St. Rank held Whirlpool as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.