WHR β€” Whirlpool Corp Com

Ownership history in Bank & Trust Co  Β·  8 quarters on record

AI Ownership Summary

Bank & Trust Co reported Whirlpool Corp Com (WHR) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.25% in 2025 Q2. The latest visible filing shows WHR at 0.11% 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 Bank & Trust Co's position in Whirlpool Corp Com, 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
2026 Q1

WHR was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% in 2025 Q2

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

Time in book
Holding Window
2024 Q2 to 2026 Q1

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.

How Bank & Trust Co held WHR β€” position size vs. price
% of Fund (quarterly)    WHR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 2,959 β€” 0% 0.11% $160K 2026-04-13 $56.03
2025 Q4 REDUCED 2,959 -70 -2.3% 0.15% $213K 2026-01-13 $83.92
2025 Q3 REDUCED 3,029 -105 -3.4% 0.18% $238K 2025-10-06 $77.29
2025 Q2 UNCHANGED 3,134 β€” 0% 0.25% $318K 2025-07-14 $102.77
2025 Q1 ADDED 3,134 +1,380 +78.7% 0.23% $282K 2025-04-09 $80.57
2024 Q4 REDUCED 1,754 -185 -9.5% 0.17% $201K 2025-01-07 $105.50
2024 Q3 ADDED 1,939 +83 +4.5% 0.17% $207K 2024-10-09 $95.76
2024 Q2 INITIATED 1,856 β€” β€” 0.16% $190K 2024-07-08 $92.50

FAQ About Bank & Trust Co and WHR

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

How long has Bank & Trust Co reported owning WHR?

Bank & Trust Co reported WHR across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported WHR position in Bank & Trust Co's portfolio?

The largest reported portfolio weight for WHR was 0.25% in 2025 Q2.

What is the latest reported WHR position on this page?

The most recent filing on this page is 2026 Q1, when Bank & Trust Co reported 2,959 shares, equal to 0.11% of portfolio, with an estimated market value of $160K.

What does the chart on this WHR ownership page compare?

The chart compares Bank & Trust Co'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.

← Back to Bank & Trust Co Holdings