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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
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 $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

SummitTX Capital's WHR Position: Q1 2026 in Review

SummitTX Capital opened a new position in Whirlpool (WHR) in Q1 2026: 81,716 shares worth $4.41M. The stake represents 0.14% of the portfolio and ranks #174 among its holdings. This is a return to the name: SummitTX Capital previously reported a position in WHR as recently as Q3 2025.

SummitTX Capital first reported a position in WHR in Q1 2025 and has held it in 4 quarters since. 485 funds tracked by Wall St. Rank hold WHR as of Q1 2026.

  • SummitTX Capital held 81,716 shares of Whirlpool worth $4.41M as of Q1 2026.
  • Whirlpool was a new SummitTX Capital position in Q1 2026.
  • Whirlpool made up 0.14% of SummitTX Capital's portfolio in Q1 2026, its #174 holding.
  • SummitTX Capital first reported a position in Whirlpool in Q1 2025 and has held it in 4 quarters since.
  • 485 funds tracked by Wall St. Rank held Whirlpool as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.