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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
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 $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
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 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

Lipe & Dalton's WHR Position: Q2 2026 in Review

Lipe & Dalton held its Whirlpool (WHR) position steady in Q2 2026 at 7,880 shares worth $311K. The position accounts for 0.14% of the portfolio, ranked #64.

Lipe & Dalton first reported a position in WHR in Q3 2025 and has held it in 4 quarters since. The position peaked at $793K in Q3 2025. 148 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Lipe & Dalton held 7,880 shares of Whirlpool worth $311K as of Q2 2026.
  • Lipe & Dalton left its Whirlpool share count unchanged in Q2 2026.
  • Whirlpool made up 0.14% of Lipe & Dalton's portfolio in Q2 2026, its #64 holding.
  • Lipe & Dalton first reported a position in Whirlpool in Q3 2025 and has held it in 4 quarters since.
  • Lipe & Dalton's Whirlpool position peaked at $793K in Q3 2025.
  • 148 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Lipe & Dalton's 13F filing for Q2 2026, filed 14 Jul 2026.