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Mount Lucas Management’s Whirlpool WHR Stock Holding History

Mount Lucas 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 		$591K Hold
15,000
– – 0.21% 143
2026
Q1 		$809K Buy
+15,000
New +$1.1M 0.3% 104
2022
Q4 		– Sell
-14,464
Closed -$1.95M – 125
2022
Q3 		$1.95M Sell
14,464
-156
-1% -$24.8K 0.67% 47
2022
Q2 		$2.26M Sell
14,620
-16,737
-53% -$2.91M 0.76% 46
2022
Q1 		$5.42M Sell
31,357
-3,273
-9% -$663K 1.58% 8
2021
Q4 		$8.13M Sell
34,630
-1,550
-4% -$340K 2.32% 4
2021
Q3 		$7.38M Sell
36,180
-2,568
-7% -$563K 2.23% 9
2021
Q2 		$8.45M Buy
38,748
+21,786
+128% +$5.07M 2.25% 9
2021
Q1 		$3.74M Buy
16,962
+1,697
+11% +$337K 1.1% 32
2020
Q4 		$2.75M Sell
15,265
-33,045
-68% -$6.33M 0.58% 78
2020
Q3 		$8.88M Sell
48,310
-3,269
-6% -$543K 1.85% 10
2020
Q2 		$6.68M Sell
51,579
-1,630
-3% -$187K 1.32% 14
2020
Q1 		$4.57M Buy
53,209
+13,945
+36% +$1.83M 0.94% 16
2019
Q4 		$5.79M Sell
39,264
-12,503
-24% -$1.89M 1.15% 30
2019
Q3 		$8.2M Buy
+51,767
New +$7.43M 1.47% 20
2013
Q3 		– Sell
-131,896
Closed -$15.1M – 94
2013
Q2 		$15.1M Buy
+131,896
New +$16M 3.43% 7

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 $3.37T AUM 44.26% 1-Year Est. Return

Mount Lucas Management's WHR Position: Q2 2026 in Review

Mount Lucas Management held its Whirlpool (WHR) position steady in Q2 2026 at 15,000 shares worth $591K. The position accounts for 0.21% of the portfolio, ranked #143.

Mount Lucas Management first reported a position in WHR in Q2 2013 and has held it in 16 quarters since. The position peaked at $15.1M in Q2 2013. 457 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Mount Lucas Management held 15,000 shares of Whirlpool worth $591K as of Q2 2026.
  • Mount Lucas Management left its Whirlpool share count unchanged in Q2 2026.
  • Whirlpool made up 0.21% of Mount Lucas Management's portfolio in Q2 2026, its #143 holding.
  • Mount Lucas Management first reported a position in Whirlpool in Q2 2013 and has held it in 16 quarters since.
  • Mount Lucas Management's Whirlpool position peaked at $15.1M in Q2 2013.
  • 457 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Mount Lucas Management's 13F filing for Q2 2026, filed 10 Aug 2026.