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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
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 		$4.03M 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 		$3.71M 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 		$2.73M 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 $79.5B AUM 27.1% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
QAM
QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LAM
LECAP Asset Management London, United Kingdom $233M AUM 14.72% 1-Year Est. Return

KWMG LLC's WHR Position: Q2 2026 in Review

KWMG LLC increased its Whirlpool (WHR) stake by 15% in Q2 2026, buying an estimated $479K and bringing the position to 77,019 shares worth $3.04M. The position accounts for 0.22% of the portfolio, ranked #83.

KWMG LLC first reported a position in WHR in Q1 2019 and has held it in 30 quarters since. The position peaked at $5.25M in Q4 2024. 148 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • KWMG LLC held 77,019 shares of Whirlpool worth $3.04M as of Q2 2026.
  • KWMG LLC bought 10,229 Whirlpool shares in Q2 2026, an estimated $479K.
  • Whirlpool made up 0.22% of KWMG LLC's portfolio in Q2 2026, its #83 holding.
  • KWMG LLC first reported a position in Whirlpool in Q1 2019 and has held it in 30 quarters since.
  • KWMG LLC's Whirlpool position peaked at $5.25M in Q4 2024.
  • 148 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on KWMG LLC's 13F filing for Q2 2026, filed 8 Jul 2026.