Summit Securities Group’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-400
| Closed | -$28.9K | – | 1411 |
|
|
2025
Q4 | $28.9K | Sell |
400
-200
| -33% | -$14.8K | ﹤0.01% | 734 |
|
|
2025
Q3 | $47.2K | Buy |
600
+400
| +200% | +$36.7K | 0.01% | 579 |
|
|
2025
Q2 | $20.3K | Hold |
200
| – | – | ﹤0.01% | 725 |
|
|
2025
Q1 | $18K | Sell |
200
-6,100
| -97% | -$647K | ﹤0.01% | 481 |
|
|
2024
Q4 | $721K | Buy |
6,300
+3,100
| +97% | +$342K | 0.15% | 97 |
|
|
2024
Q3 | $342K | Sell |
3,200
-1,300
| -29% | -$131K | 0.09% | 124 |
|
|
2024
Q2 | $460K | Buy |
4,500
+2,000
| +80% | +$195K | 0.09% | 105 |
|
|
2024
Q1 | $299K | Buy |
+2,500
| New | +$279K | 0.05% | 131 |
|
|
2023
Q3 | – | Sell |
-172
| Closed | -$26K | – | 1060 |
|
|
2023
Q2 | $26K | Buy |
172
+67
| +64% | +$9.2K | ﹤0.01% | 568 |
|
|
2023
Q1 | $14K | Sell |
105
-150
| -59% | -$21.4K | ﹤0.01% | 669 |
|
|
2022
Q4 | $36K | Buy |
255
+55
| +28% | +$7.82K | ﹤0.01% | 789 |
|
|
2022
Q3 | $27K | Sell |
200
-117
| -37% | -$18.6K | ﹤0.01% | 688 |
|
|
2022
Q2 | $49K | Buy |
317
+93
| +42% | +$16.2K | 0.01% | 552 |
|
|
2022
Q1 | $39K | Sell |
224
-2,383
| -91% | -$483K | ﹤0.01% | 643 |
|
|
2021
Q4 | $612K | Buy |
2,607
+282
| +12% | +$61.9K | 0.03% | 326 |
|
|
2021
Q3 | $474K | Buy |
2,325
+1,186
| +104% | +$260K | 0.04% | 407 |
|
|
2021
Q2 | $248K | Sell |
1,139
-1,461
| -56% | -$340K | 0.02% | 591 |
|
|
2021
Q1 | $573K | Buy |
2,600
+1,100
| +73% | +$218K | 0.06% | 289 |
|
|
2020
Q4 | $271K | Sell |
1,500
-500
| -25% | -$95.8K | 0.02% | 475 |
|
|
2020
Q3 | $368K | Buy |
+2,000
| New | +$332K | 0.04% | 255 |
|
|
2020
Q1 | – | Sell |
-10,200
| Closed | -$1.5M | – | 494 |
|
|
2019
Q4 | $1.5M | Buy |
+10,200
| New | +$1.54M | 0.11% | 170 |
|
|
2019
Q3 | – | Sell |
-2,000
| Closed | -$285K | – | 425 |
|
|
2019
Q2 | $285K | Buy |
+2,000
| New | +$268K | 0.03% | 268 |
|
|
2015
Q4 | – | Sell |
-900
| Closed | -$133K | – | 460 |
|
|
2015
Q3 | $133K | Sell |
900
-981
| -52% | -$166K | 0.1% | 102 |
|
|
2015
Q2 | $326K | Buy |
1,881
+1,481
| +370% | +$278K | 0.16% | 46 |
|
|
2015
Q1 | $81K | Sell |
400
-19,100
| -98% | -$3.88M | 0.06% | 138 |
|
|
2014
Q4 | $3.78M | Buy |
19,500
+19,300
| +9,650% | +$3.31M | 1.09% | 15 |
|
|
2014
Q3 | $29K | Buy |
+200
| New | +$29.6K | 0.01% | 457 |
|
Other funds holding WHR
RI
AL
Summit Securities Group's WHR Position: Q1 2026 in Review
Summit Securities Group sold out of Whirlpool (WHR) in Q1 2026, closing a stake of 400 shares — an estimated $28.9K sold.
Summit Securities Group first reported a position in WHR in Q3 2014 and held it in 27 quarters. The position peaked at $3.78M in Q4 2014. 489 funds tracked by Wall St. Rank hold WHR as of Q1 2026.
- Summit Securities Group reported no remaining Whirlpool position as of Q1 2026 after selling out during the quarter.
- Summit Securities Group sold 400 Whirlpool shares in Q1 2026, an estimated $28.9K.
- Summit Securities Group first reported a position in Whirlpool in Q3 2014 and held it in 27 quarters.
- Summit Securities Group's Whirlpool position peaked at $3.78M in Q4 2014.
- 489 funds tracked by Wall St. Rank held Whirlpool as of Q1 2026.
Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.