SF
WHR icon

Summit Financial’s Whirlpool WHR Stock Holding History

Summit Financial’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 		$368K Buy
6,831
+3,403
+99% +$250K ﹤0.01% 1098
2025
Q4 		$247K Buy
3,428
+73
+2% +$5.39K ﹤0.01% 1158
2025
Q3 		$264K Buy
3,355
+146
+5% +$13.4K ﹤0.01% 1104
2025
Q2 		$325K Sell
3,209
-195
-6% -$16.2K 0.01% 660
2025
Q1 		$307K Sell
3,404
-358
-10% -$38K 0.01% 603
2024
Q4 		$431K Buy
3,762
+150
+4% +$16.6K 0.02% 472
2024
Q3 		$386K Sell
3,612
-244
-6% -$24.5K 0.02% 417
2024
Q2 		$394K Buy
3,856
+717
+23% +$69.9K 0.02% 365
2024
Q1 		$376K Sell
3,139
-59
-2% -$6.58K 0.02% 295
2023
Q4 		$389K Sell
3,198
-41
-1% -$4.78K 0.03% 275
2023
Q3 		$433K Sell
3,239
-3
-0.1% -$424 0.03% 251
2023
Q2 		$482K Sell
3,242
-1
-0% -$137 0.04% 229
2023
Q1 		$428K Sell
3,243
-8
-0.2% -$1.14K 0.04% 185
2022
Q4 		$460K Sell
3,251
-111
-3% -$15.8K 0.04% 179
2022
Q3 		$453K Buy
3,362
+12
+0.4% +$1.91K 0.04% 178
2022
Q2 		$519K Buy
3,350
+306
+10% +$53.2K 0.05% 153
2022
Q1 		$526K Sell
3,044
-5
-0.2% -$1.01K 0.04% 172
2021
Q4 		$715K Buy
3,049
+188
+7% +$41.3K 0.05% 140
2021
Q3 		$583K Buy
2,861
+64
+2% +$14K 0.05% 124
2021
Q2 		$610K Buy
+2,797
New +$652K 0.06% 74

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

Summit Financial's WHR Position: Q1 2026 in Review

Summit Financial increased its Whirlpool (WHR) stake by 99% in Q1 2026, buying an estimated $250K and bringing the position to 6,831 shares worth $368K. The position accounts for ﹤0.01% of the portfolio, ranked #1098.

Summit Financial first reported a position in WHR in Q2 2021 and has held it in 20 quarters since. The position peaked at $715K in Q4 2021. 486 funds tracked by Wall St. Rank hold WHR as of Q1 2026.

  • Summit Financial held 6,831 shares of Whirlpool worth $368K as of Q1 2026.
  • Summit Financial bought 3,403 Whirlpool shares in Q1 2026, an estimated $250K.
  • Whirlpool made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1098 holding.
  • Summit Financial first reported a position in Whirlpool in Q2 2021 and has held it in 20 quarters since.
  • Summit Financial's Whirlpool position peaked at $715K in Q4 2021.
  • 486 funds tracked by Wall St. Rank held Whirlpool as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.