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Whirlpool Corporation shares owned by Summit Financial Wealth Advisors

Quarter-by-quarter ownership of Whirlpool Corporation (WHR) shares owned by Summit Financial Wealth Advisors from 13F filings

Historical chart of Summit Financial Wealth Advisors investment in Whirlpool Corporation

Tip: Access up to 7 years of quarterly data

All positions including Whirlpool Corporation held by Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Whirlpool Corporation by Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $237k 3.0k 79.01
2025-03-31 $451k 5.0k 90.13

More positions owned by Summit Financial Wealth Advisors

Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Spdr Series Trust Portfolio Crport (SPBO)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Pfd And Incm Sec (PFF)
Pimco Etf Tr Ultra Short Govt (BILZ)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ishares Tr Core S&p Scp Etf (IJR)
Raytheon Technologies Corp (RTX)
Vanguard Index Fds Total Stk Mkt (VTI)
Alps Etf Tr Alerian Mlp (AMLP)
3M Company (MMM)
Valero Energy Corporation (VLO)
Cummins (CMI)

View all positions for Summit Financial Wealth Advisors

Top funds holding Whirlpool Corporation

BlackRock
Appaloosa
Vanguard Group
PRIMECAP Management Company
FMR
Charles Schwab Investment Management
Newport Trust
Dimensional Fund Advisors
State Street Corporation
Susquehanna International
Geode Capital Management
HighTower Advisors
Morgan Stanley
Slate Path Capital
LSV Asset Management

View all funds holding Whirlpool Corporation