KLWA
WHR icon

Kelly Lawrence W & Associates’s Whirlpool WHR Stock Holding History

Kelly Lawrence W & Associates’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
2025
Q4 		– Sell
-250
Closed -$19.6K – 158
2025
Q3 		$19.6K Sell
250
-2,080
-89% -$191K ﹤0.01% 139
2025
Q2 		$236K Hold
2,330
– – 0.06% 72
2025
Q1 		$210K Hold
2,330
– – 0.05% 81
2024
Q4 		$267K Hold
2,330
– – 0.06% 72
2024
Q3 		$249K Sell
2,330
-900
-28% -$90.5K 0.06% 78
2024
Q2 		$330K Hold
3,230
– – 0.08% 70
2024
Q1 		$386K Hold
3,230
– – 0.09% 61
2023
Q4 		$393K Hold
3,230
– – 0.09% 62
2023
Q3 		$432K Buy
3,230
+250
+8% +$35.3K 0.12% 61
2023
Q2 		$437K Buy
+2,980
New +$409K 0.11% 61

Other funds holding WHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return