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Montag & Associates’s Whirlpool WHR Stock Holding History

Montag & Associates’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
Q1 		$228K Buy
4,230
+2,000
+90% +$147K 0.01% 398
2025
Q4 		$161K Hold
2,230
– – 0.01% 438
2025
Q3 		$175K Buy
2,230
+641
+40% +$58.8K 0.01% 415
2025
Q2 		$161K Buy
1,589
+323
+26% +$26.9K 0.01% 424
2025
Q1 		$114K Hold
1,266
– – 0.01% 487
2024
Q4 		$145K Hold
1,266
– – 0.01% 459
2024
Q3 		$135K Hold
1,266
– – 0.01% 465
2024
Q2 		$129K Buy
1,266
+461
+57% +$44.9K 0.01% 462
2024
Q1 		$96.3K Buy
+805
New +$89.7K ﹤0.01% 493
2023
Q4 		– Sell
-89
Closed -$11.9K – 940
2023
Q3 		$11.9K Hold
89
– – ﹤0.01% 716
2023
Q2 		$13.2K Hold
89
– – ﹤0.01% 717
2023
Q1 		$11.8K Hold
89
– – ﹤0.01% 726
2022
Q4 		$12.6K Hold
89
– – ﹤0.01% 709
2022
Q3 		$12K Hold
89
– – ﹤0.01% 722
2022
Q2 		$14K Hold
89
– – ﹤0.01% 674
2022
Q1 		$15K Hold
89
– – ﹤0.01% 691
2021
Q4 		$21K Hold
89
– – ﹤0.01% 671
2021
Q3 		$18K Hold
89
– – ﹤0.01% 679
2021
Q2 		$19K Hold
89
– – ﹤0.01% 664
2021
Q1 		$20K Hold
89
– – ﹤0.01% 666
2020
Q4 		$16K Buy
+89
New +$17K ﹤0.01% 665

Other funds holding WHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Montag & Associates's WHR Position: Q1 2026 in Review

Montag & Associates increased its Whirlpool (WHR) stake by 90% in Q1 2026, buying an estimated $147K and bringing the position to 4,230 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #398.

Montag & Associates first reported a position in WHR in Q4 2020 and has held it in 21 quarters since. 485 funds tracked by Wall St. Rank hold WHR as of Q1 2026.

  • Montag & Associates held 4,230 shares of Whirlpool worth $228K as of Q1 2026.
  • Montag & Associates bought 2,000 Whirlpool shares in Q1 2026, an estimated $147K.
  • Whirlpool made up 0.01% of Montag & Associates's portfolio in Q1 2026, its #398 holding.
  • Montag & Associates first reported a position in Whirlpool in Q4 2020 and has held it in 21 quarters since.
  • 485 funds tracked by Wall St. Rank held Whirlpool as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.