LWM
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Lodestone Wealth Management’s Whirlpool WHR Stock Holding History

Lodestone Wealth 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
2026
Q2 		$11.5K Hold
293
– – ﹤0.01% 501
2026
Q1 		$15.8K Buy
293
+5
+2% +$367 0.01% 447
2025
Q4 		$20.8K Buy
+288
New +$21.3K 0.01% 405

Other funds holding WHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Lodestone Wealth Management's WHR Position: Q2 2026 in Review

Lodestone Wealth Management held its Whirlpool (WHR) position steady in Q2 2026 at 293 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Lodestone Wealth Management first reported a position in WHR in Q4 2025 and has held it in 3 quarters since. The position peaked at $20.8K in Q4 2025. 461 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Lodestone Wealth Management held 293 shares of Whirlpool worth $11.5K as of Q2 2026.
  • Lodestone Wealth Management left its Whirlpool share count unchanged in Q2 2026.
  • Whirlpool made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #501 holding.
  • Lodestone Wealth Management first reported a position in Whirlpool in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Whirlpool position peaked at $20.8K in Q4 2025.
  • 461 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.