KWMG LLC
WHR icon

KWMG LLC’s Whirlpool WHR Stock Holding History

KWMG LLC’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
Q3 		$2.75M Buy
89,584
+12,565
+16% +$477K 0.2% 86
2026
Q2 		$3.04M Buy
77,019
+10,229
+15% +$479K 0.22% 83
2026
Q1 		$3.6M Buy
66,790
+5,361
+9% +$393K 0.3% 85
2025
Q4 		$4.43M Buy
61,429
+6,366
+12% +$470K 0.38% 81
2025
Q3 		$4.33M Buy
55,063
+3,891
+8% +$357K 0.38% 82
2025
Q2 		$5.19M Buy
51,172
+3,428
+7% +$285K 0.49% 73
2025
Q1 		$4.3M Buy
47,744
+1,854
+4% +$197K 0.44% 81
2024
Q4 		$5.25M Sell
45,890
-28
-0.1% -$3.09K 0.54% 72
2024
Q3 		$4.91M Buy
45,918
+1,898
+4% +$191K 0.49% 74
2024
Q2 		$4.5M Buy
44,020
+10,055
+30% +$980K 0.49% 80
2024
Q1 		$4.06M Buy
33,965
+2,278
+7% +$254K 0.44% 82
2023
Q4 		$3.86M Buy
31,687
+2,053
+7% +$239K 0.45% 83
2023
Q3 		$3.96M Buy
29,634
+1,268
+4% +$179K 0.5% 75
2023
Q2 		$4.22M Buy
28,366
+2,619
+10% +$360K 0.52% 72
2023
Q1 		$3.4M Buy
25,747
+1,179
+5% +$168K 0.46% 82
2022
Q4 		$3.48M Buy
24,568
+1,461
+6% +$208K 0.49% 78
2022
Q3 		$3.12M Buy
23,107
+1,462
+7% +$233K 0.48% 77
2022
Q2 		$3.35M Buy
21,645
+1,510
+7% +$263K 0.5% 74
2022
Q1 		$3.48M Buy
20,135
+758
+4% +$154K 0.48% 80
2021
Q4 		$4.55M Buy
19,377
+425
+2% +$93.3K 0.62% 56
2021
Q3 		$3.86M Buy
18,952
+641
+4% +$141K 0.56% 66
2021
Q2 		$4.02M Buy
18,311
+232
+1% +$54K 0.6% 56
2021
Q1 		$3.98M Sell
18,079
-2,448
-12% -$486K 0.64% 49
2020
Q4 		$3.7M Sell
20,527
-647
-3% -$124K 0.66% 51
2020
Q3 		$3.89M Buy
21,174
+137
+0.7% +$22.8K 0.79% 32
2020
Q2 		$2.72M Buy
21,037
+1,941
+10% +$222K 0.59% 55
2020
Q1 		$1.64M Sell
19,096
-559
-3% -$73.4K 0.44% 73
2019
Q4 		$2.9M Buy
19,655
+688
+4% +$104K 0.64% 48
2019
Q3 		$3M Buy
18,967
+325
+2% +$46.7K 0.72% 36
2019
Q2 		$2.65M Buy
18,642
+1,611
+9% +$216K 0.64% 42
2019
Q1 		$2.26M Buy
+17,031
New +$2.25M 0.56% 55

Other funds holding WHR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Greatmark Investment Partners
Greatmark Investment Partners Columbus, Georgia $931M AUM 15.38% 1-Year Est. Return
IIA
IPG Investment Advisors San Diego, California $704M AUM 30.39% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

KWMG LLC's WHR Position: Q3 2026 in Review

KWMG LLC increased its Whirlpool (WHR) stake by 16% in Q3 2026, buying an estimated $477K and bringing the position to 89,584 shares worth $2.75M. The position accounts for 0.2% of the portfolio, ranked #86.

KWMG LLC first reported a position in WHR in Q1 2019 and has held it in 31 quarters since. The position peaked at $5.25M in Q4 2024. 119 funds tracked by Wall St. Rank hold WHR as of Q3 2026.

  • KWMG LLC held 89,584 shares of Whirlpool worth $2.75M as of Q3 2026.
  • KWMG LLC bought 12,565 Whirlpool shares in Q3 2026, an estimated $477K.
  • Whirlpool made up 0.2% of KWMG LLC's portfolio in Q3 2026, its #86 holding.
  • KWMG LLC first reported a position in Whirlpool in Q1 2019 and has held it in 31 quarters since.
  • KWMG LLC's Whirlpool position peaked at $5.25M in Q4 2024.
  • 119 funds tracked by Wall St. Rank held Whirlpool as of Q3 2026.

Based on KWMG LLC's 13F filing for Q3 2026, filed 7 Oct 2026.