LIM
WHR icon

Loudon Investment Management’s Whirlpool WHR Stock Holding History

Loudon Investment 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
-3,321
Closed -$380K – 101
2024
Q4 		$380K Hold
3,321
– – 0.22% 76
2024
Q3 		$355K Sell
3,321
-1,011
-23% -$102K 0.19% 79
2024
Q2 		$443K Buy
4,332
+65
+2% +$6.33K 0.26% 72
2024
Q1 		$510K Sell
4,267
-675
-14% -$75.3K 0.29% 69
2023
Q4 		$602K Sell
4,942
-625
-11% -$72.8K 0.37% 64
2023
Q3 		$744K Sell
5,567
-425
-7% -$60K 0.51% 50
2023
Q2 		$892K Buy
5,992
+163
+3% +$22.4K 0.59% 49
2023
Q1 		$770K Buy
5,829
+2,475
+74% +$352K 0.53% 48
2022
Q4 		$474K Buy
3,354
+737
+28% +$105K 0.34% 65
2022
Q3 		$353K Buy
2,617
+107
+4% +$17K 0.28% 71
2022
Q2 		$389K Sell
2,510
-105
-4% -$18.3K 0.29% 71
2022
Q1 		$452K Hold
2,615
– – 0.3% 69
2021
Q4 		$614K Hold
2,615
– – 0.39% 59
2021
Q3 		$533K Sell
2,615
-3,173
-55% -$696K 0.38% 60
2021
Q2 		$1.26M Sell
5,788
-1,822
-24% -$424K 0.86% 38
2021
Q1 		$1.68M Sell
7,610
-58
-0.8% -$11.5K 1.2% 30
2020
Q4 		$1.38M Hold
7,668
– – 1.08% 34
2020
Q3 		$1.41M Sell
7,668
-1,547
-17% -$257K 1.19% 31
2020
Q2 		$1.19M Sell
9,215
-935
-9% -$107K 1.03% 32
2020
Q1 		$871K Sell
10,150
-320
-3% -$42K 0.91% 38
2019
Q4 		$1.54M Sell
10,470
-30
-0.3% -$4.53K 1.2% 31
2019
Q3 		$1.66M Sell
10,500
-65
-0.6% -$9.33K 1.4% 24
2019
Q2 		$1.5M Hold
10,565
– – 1.28% 29
2019
Q1 		$1.4M Buy
10,565
+710
+7% +$93.8K 1.23% 29
2018
Q4 		$1.05M Buy
9,855
+735
+8% +$83.4K 1% 34
2018
Q3 		$1.08M Buy
+9,120
New +$1.21M 0.87% 42

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

Loudon Investment Management's WHR Position: Q1 2025 in Review

Loudon Investment Management sold out of Whirlpool (WHR) in Q1 2025, closing a stake of 3,321 shares — an estimated $380K sold.

Loudon Investment Management first reported a position in WHR in Q3 2018 and held it in 26 quarters. The position peaked at $1.68M in Q1 2021. 532 funds tracked by Wall St. Rank hold WHR as of Q1 2025.

  • Loudon Investment Management reported no remaining Whirlpool position as of Q1 2025 after selling out during the quarter.
  • Loudon Investment Management sold 3,321 Whirlpool shares in Q1 2025, an estimated $380K.
  • Loudon Investment Management first reported a position in Whirlpool in Q3 2018 and held it in 26 quarters.
  • Loudon Investment Management's Whirlpool position peaked at $1.68M in Q1 2021.
  • 532 funds tracked by Wall St. Rank held Whirlpool as of Q1 2025.

Based on Loudon Investment Management's 13F filing for Q1 2025, filed 6 May 2025.