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Lakewood Asset Management’s Whirlpool WHR Stock Holding History

Lakewood Asset Management’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
Q1 		– Sell
-6,934
Closed -$794K – 119
2024
Q4 		$794K Buy
6,934
+74
+1% +$8.16K 0.55% 54
2024
Q3 		$734K Sell
6,860
-834
-11% -$83.8K 0.5% 58
2024
Q2 		$786K Sell
7,694
-19
-0.2% -$1.85K 0.55% 53
2024
Q1 		$923K Buy
7,713
+221
+3% +$24.6K 0.63% 44
2023
Q4 		$912K Sell
7,492
-2,777
-27% -$324K 0.71% 40
2023
Q3 		$1.37M Buy
10,269
+199
+2% +$28.1K 1.12% 26
2023
Q2 		$1.5M Buy
10,070
+99
+1% +$13.6K 1.18% 25
2023
Q1 		$1.32M Buy
9,971
+239
+2% +$34K 1.09% 29
2022
Q4 		$1.38M Buy
+9,732
New +$1.38M 1.11% 25

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lakewood Asset Management's WHR Position: Q1 2025 in Review

Lakewood Asset Management sold out of Whirlpool (WHR) in Q1 2025, closing a stake of 6,934 shares — an estimated $794K sold.

Lakewood Asset Management first reported a position in WHR in Q4 2022 and held it in 9 quarters. The position peaked at $1.5M in Q2 2023. 531 funds tracked by Wall St. Rank hold WHR as of Q1 2025.

  • Lakewood Asset Management reported no remaining Whirlpool position as of Q1 2025 after selling out during the quarter.
  • Lakewood Asset Management sold 6,934 Whirlpool shares in Q1 2025, an estimated $794K.
  • Lakewood Asset Management first reported a position in Whirlpool in Q4 2022 and held it in 9 quarters.
  • Lakewood Asset Management's Whirlpool position peaked at $1.5M in Q2 2023.
  • 531 funds tracked by Wall St. Rank held Whirlpool as of Q1 2025.

Based on Lakewood Asset Management's 13F filing for Q1 2025, filed 24 Apr 2025.