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Lindbrook Capital’s Whirlpool WHR Stock Holding History

Lindbrook Capital’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 		$15K Sell
166
-122
-42% -$12.9K ﹤0.01% 1483
2024
Q4 		$33K Buy
288
+17
+6% +$1.88K ﹤0.01% 1001
2024
Q3 		$29K Buy
271
+115
+74% +$11.6K ﹤0.01% 1088
2024
Q2 		$15.9K Buy
156
+58
+59% +$5.65K ﹤0.01% 1378
2024
Q1 		$11.7K Buy
98
+97
+9,700% +$10.8K ﹤0.01% 1484
2023
Q4 		$122 Sell
1
-10
-91% -$1.17K ﹤0.01% 2652
2023
Q3 		$1.47K Sell
11
-1
-8% -$141 ﹤0.01% 2228
2023
Q2 		$1.78K Buy
12
+8
+200% +$1.1K ﹤0.01% 2189
2023
Q1 		$528 Sell
4
-2
-33% -$285 ﹤0.01% 2597
2022
Q4 		$849 Sell
6
-36
-86% -$5.12K ﹤0.01% 2499
2022
Q3 		$6K Buy
42
+10
+31% +$1.59K ﹤0.01% 1612
2022
Q2 		$5K Buy
32
+22
+220% +$3.83K ﹤0.01% 1582
2022
Q1 		$2K Buy
10
+4
+67% +$811 ﹤0.01% 2107
2021
Q4 		$1K Buy
6
+3
+100% +$659 ﹤0.01% 2017
2021
Q3 		$1K Hold
3
– – ﹤0.01% 1800
2021
Q2 		$1K Hold
3
– – ﹤0.01% 1847
2021
Q1 		$1K Buy
+3
New +$595 ﹤0.01% 1813
2020
Q2 		– Sell
-12
Closed -$1K – 1904
2020
Q1 		$1K Buy
12
+8
+200% +$1.05K ﹤0.01% 1594
2019
Q4 		$1K Hold
4
– – ﹤0.01% 1459
2019
Q3 		$1K Hold
4
– – ﹤0.01% 1404
2019
Q2 		$0 Hold
4
– – ﹤0.01% 1524
2019
Q1 		$0 Hold
4
– – ﹤0.01% 1519
2018
Q4 		$0 Buy
+4
New +$454 ﹤0.01% 1448

Other funds holding WHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lindbrook Capital's WHR Position: Q1 2025 in Review

Lindbrook Capital reduced its Whirlpool (WHR) stake by 42% in Q1 2025, selling an estimated $12.9K and leaving 166 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #1483.

Lindbrook Capital first reported a position in WHR in Q4 2018 and has held it in 23 quarters since. The position peaked at $33K in Q4 2024. 532 funds tracked by Wall St. Rank hold WHR as of Q1 2025.

  • Lindbrook Capital held 166 shares of Whirlpool worth $15K as of Q1 2025.
  • Lindbrook Capital sold 122 Whirlpool shares in Q1 2025, an estimated $12.9K.
  • Whirlpool made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1483 holding.
  • Lindbrook Capital first reported a position in Whirlpool in Q4 2018 and has held it in 23 quarters since.
  • Lindbrook Capital's Whirlpool position peaked at $33K in Q4 2024.
  • 532 funds tracked by Wall St. Rank held Whirlpool as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.