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SummitTX Capital’s Whirlpool WHR Stock Holding History

SummitTX Capital’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 		$3.43M Buy
87,122
+5,406
+7% +$253K 0.09% 245
2026
Q1 		$4.41M Buy
+81,716
New +$6M 0.14% 174
2025
Q4 		– Sell
-29,086
Closed -$2.29M – 989
2025
Q3 		$2.29M Buy
29,086
+14,132
+95% +$1.3M 0.09% 229
2025
Q2 		$1.52M Buy
14,954
+7,065
+90% +$588K 0.07% 294
2025
Q1 		$711K Buy
+7,889
New +$837K 0.03% 467

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

SummitTX Capital's WHR Position: Q2 2026 in Review

SummitTX Capital increased its Whirlpool (WHR) stake by 6.6% in Q2 2026, buying an estimated $253K and bringing the position to 87,122 shares worth $3.43M. The position accounts for 0.09% of the portfolio, ranked #245.

SummitTX Capital first reported a position in WHR in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.41M in Q1 2026. 459 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • SummitTX Capital held 87,122 shares of Whirlpool worth $3.43M as of Q2 2026.
  • SummitTX Capital bought 5,406 Whirlpool shares in Q2 2026, an estimated $253K.
  • Whirlpool made up 0.09% of SummitTX Capital's portfolio in Q2 2026, its #245 holding.
  • SummitTX Capital first reported a position in Whirlpool in Q1 2025 and has held it in 5 quarters since.
  • SummitTX Capital's Whirlpool position peaked at $4.41M in Q1 2026.
  • 459 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.