SSG
WHR icon

Summit Securities Group’s Whirlpool WHR Stock Holding History

Summit Securities Group’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
2021
Q4 		– Sell
-10
Closed -$204K – 973
2021
Q3 		$204K Buy
+10
New +$2.19K 0.02% 642
2019
Q3 		– Sell
-83
Closed -$1.18M – 426
2019
Q2 		$1.18M Buy
+83
New +$11.1K 0.14% 122
2018
Q4 		– Sell
-100
Closed -$3K – 358
2018
Q3 		$3K Hold
100
– – ﹤0.01% 184
2018
Q2 		$1.46M Buy
+100
New +$15.2K 0.21% 60

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 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. 485 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.
  • 485 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.