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LRI Investments’s Whirlpool WHR Stock Holding History

LRI Investments’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 		$30.5K Hold
775
– – ﹤0.01% 655
2026
Q1 		$41.8K Hold
775
– – ﹤0.01% 543
2025
Q4 		$55.9K Hold
775
– – ﹤0.01% 527
2025
Q3 		$60.9K Hold
775
– – 0.01% 513
2025
Q2 		$78.6K Hold
775
– – 0.01% 475
2025
Q1 		$69.8K Hold
775
– – 0.01% 483
2024
Q4 		$88.7K Hold
775
– – 0.01% 433
2024
Q3 		$88.4K Buy
775
+4
+0.5% +$402 0.01% 433
2024
Q2 		$78.8K Hold
771
– – 0.01% 422
2024
Q1 		$92.2K Buy
+771
New +$86K 0.02% 211

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

LRI Investments's WHR Position: Q2 2026 in Review

LRI Investments held its Whirlpool (WHR) position steady in Q2 2026 at 775 shares worth $30.5K. The position accounts for ﹤0.01% of the portfolio, ranked #655.

LRI Investments first reported a position in WHR in Q1 2024 and has held it in 10 quarters since. The position peaked at $92.2K in Q1 2024. 148 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • LRI Investments held 775 shares of Whirlpool worth $30.5K as of Q2 2026.
  • LRI Investments left its Whirlpool share count unchanged in Q2 2026.
  • Whirlpool made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #655 holding.
  • LRI Investments first reported a position in Whirlpool in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Whirlpool position peaked at $92.2K in Q1 2024.
  • 148 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.