Lipe & Dalton
WHR icon

Lipe & Dalton’s Whirlpool WHR Stock Holding History

Lipe & Dalton’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 		$242K Hold
7,880
– – 0.11% 69
2026
Q2 		$311K Hold
7,880
– – 0.14% 64
2026
Q1 		$425K Sell
7,880
-2,210
-22% -$162K 0.22% 58
2025
Q4 		$728K Hold
10,090
– – 0.36% 51
2025
Q3 		$793K Buy
+10,090
New +$926K 0.39% 52

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
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 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

Lipe & Dalton's WHR Position: Q3 2026 in Review

Lipe & Dalton held its Whirlpool (WHR) position steady in Q3 2026 at 7,880 shares worth $242K. The position accounts for 0.11% of the portfolio, ranked #69.

Lipe & Dalton first reported a position in WHR in Q3 2025 and has held it in 5 quarters since. The position peaked at $793K in Q3 2025. 119 funds tracked by Wall St. Rank hold WHR as of Q3 2026.

  • Lipe & Dalton held 7,880 shares of Whirlpool worth $242K as of Q3 2026.
  • Lipe & Dalton left its Whirlpool share count unchanged in Q3 2026.
  • Whirlpool made up 0.11% of Lipe & Dalton's portfolio in Q3 2026, its #69 holding.
  • Lipe & Dalton first reported a position in Whirlpool in Q3 2025 and has held it in 5 quarters since.
  • Lipe & Dalton's Whirlpool position peaked at $793K in Q3 2025.
  • 119 funds tracked by Wall St. Rank held Whirlpool as of Q3 2026.

Based on Lipe & Dalton's 13F filing for Q3 2026, filed 15 Oct 2026.