Jones Financial Companies
WHR icon

Jones Financial Companies’s Whirlpool WHR Stock Holding History

Jones Financial Companies’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 		$246K Buy
6,300
+166
+3% +$7.78K ﹤0.01% 2489
2026
Q1 		$318K Buy
6,134
+2,104
+52% +$154K ﹤0.01% 2225
2025
Q4 		$291K Sell
4,030
-49
-1% -$3.62K ﹤0.01% 1735
2025
Q3 		$316K Buy
4,079
+1,224
+43% +$112K ﹤0.01% 1596
2025
Q2 		$275K Buy
2,855
+864
+43% +$71.9K ﹤0.01% 1529
2025
Q1 		$178K Buy
1,991
+1,334
+203% +$141K ﹤0.01% 1535
2024
Q4 		$75.2K Buy
657
+431
+191% +$47.6K ﹤0.01% 1727
2024
Q3 		$24.4K Buy
226
+150
+197% +$15.1K ﹤0.01% 1885
2024
Q2 		$7.76K Buy
76
+69
+986% +$6.72K ﹤0.01% 1832
2024
Q1 		$837 Buy
+7
New +$780 ﹤0.01% 1314
2022
Q3 		– Sell
-200
Closed -$31K – 747
2022
Q2 		$31K Buy
+200
New +$34.8K ﹤0.01% 362
2021
Q3 		– Sell
-275
Closed -$60K – 666
2021
Q2 		$60K Hold
275
– – ﹤0.01% 303
2021
Q1 		$61K Hold
275
– – ﹤0.01% 327
2020
Q4 		$50K Buy
+275
New +$52.7K ﹤0.01% 292

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

Jones Financial Companies's WHR Position: Q2 2026 in Review

Jones Financial Companies increased its Whirlpool (WHR) stake by 2.7% in Q2 2026, buying an estimated $7.78K and bringing the position to 6,300 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #2489.

Jones Financial Companies first reported a position in WHR in Q4 2020 and has held it in 14 quarters since. The position peaked at $318K in Q1 2026. 457 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Jones Financial Companies held 6,300 shares of Whirlpool worth $246K as of Q2 2026.
  • Jones Financial Companies bought 166 Whirlpool shares in Q2 2026, an estimated $7.78K.
  • Whirlpool made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2489 holding.
  • Jones Financial Companies first reported a position in Whirlpool in Q4 2020 and has held it in 14 quarters since.
  • Jones Financial Companies's Whirlpool position peaked at $318K in Q1 2026.
  • 457 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.