Access Investment Management LLC WHR — WHIRLPOOL CORP

Ownership history in Access Investment Management LLC  ·  8 quarters on record

AI Ownership Summary

Access Investment Management LLC reported WHIRLPOOL CORP (WHR) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.64% in 2024 Q4. The latest visible filing shows WHR at 1.63% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WHR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Access Investment Management LLC's position in WHIRLPOOL CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

WHR was reported at 1.63% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.64% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WHR stock page Access Investment Management LLC fund profile Access Investment Management LLC full holdings
How Access Investment Management LLC held WHR — position size vs. price
% of Fund (quarterly)    WHR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 76,985 — 0% 1.63% $6.1M 2026-02-02 $78.90
2025 Q3 ADDED — — — 76,985 +115 +0.1% 1.63% $6.1M 2025-11-04 $68.69
2025 Q2 REDUCED 29.9% -22.0% ✅ 76,870 -32,845 -29.9% 2.22% $7.8M 2025-08-05 $81.58
2024 Q4 ADDED — — — 109,715 +100 +0.1% 3.64% $12.6M 2025-02-04 $93.24
2024 Q3 ADDED — — — 109,615 +25 +0.0% 3.57% $11.7M 2024-11-04 $96.02
2024 Q2 ADDED — — — 109,590 +47,270 +75.9% 3.64% $11.2M 2024-07-26 $89.47
2024 Q1 ADDED — — — 62,320 +57,320 +1146.4% 2.46% $7.5M 2024-05-01 $83.44
2023 Q4 INITIATED — — — 5,000 — — 0.23% $609K 2024-02-07 $94.65

🏢 Other funds also holding WHR

As of 2026 Q1 — sorted by position size

QSM Asset Management Ltd 1.47% First Dallas Securities Inc. 3Y 7Y 1.1% Gilman Hill Asset Management, LLC 3Y 7Y 0.69% GREATMARK INVESTMENT PARTNERS, INC. 3Y 7Y 0.61% Sage Investment Counsel LLC 0.61% PROMETHIUM ADVISORS,LLC 0.31% KWMG, LLC 3Y 7Y 0.3% Byrne Asset Management LLC 3Y 0.22% Westhampton Capital, LLC 3Y 0.21% Xcel Wealth Management, LLC 3Y 0.2%

FAQ About Access Investment Management LLC and WHR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Access Investment Management LLC reported owning WHR?

Access Investment Management LLC reported WHR across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported WHR position in Access Investment Management LLC's portfolio?

The largest reported portfolio weight for WHR was 3.64% in 2024 Q4.

What is the latest reported WHR position on this page?

The most recent filing on this page is 2025 Q4, when Access Investment Management LLC reported 76,985 shares, equal to 1.63% of portfolio, with an estimated market value of $6.1M.

What does the chart on this WHR ownership page compare?

The chart compares Access Investment Management LLC's quarterly WHR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Access Investment Management LLC time their WHR position?

Based on 13F filing dates vs. subsequent WHR price moves, Access Investment Management LLC correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on WHR relative to SPY over the holding period was -23.8%.

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