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
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

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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