Position in WHR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,714,080
-$2,168,214 QoQ
Shares Held
119,586
-6.3% QoQ
Ownership
0.183%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#66
of 458 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WHR Over Time
Shares Held
Position Value (USD)
Position in Furnishings, Fixtures & Appliances
Consumer Cyclical · as of Jun 30, 2026Advisors Asset Management, Inc. holds $4,939,032 across 2 Furnishings, Fixtures & Appliances names. WHR ranks #1 (95.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WHR |
Whirlpool Corp /De/
This page
|
119,586 | $4,714,080 | |
| 2 | LZB |
La-Z-Boy Inc
|
5,607 | $224,952 |
All Filings in WHR
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,714,080 | 119,586 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,882,294 | 127,639 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,441,024 | 103,147 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $7,737,305 | 98,439 | Shares | Sole | 2026-08-26 | |
| 2025-06-30 | $9,841,289 | 97,035 | Shares | Sole | 2026-08-24 | |
| 2025-03-31 | $8,356,853 | 92,720 | Shares | Sole | 2026-08-26 | |
| 2024-12-31 | $11,219,726 | 98,006 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $9,221,474 | 86,182 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $6,312,689 | 61,768 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,816,423 | 40,261 | Shares | Sole | 2026-08-26 | |
| 2023-12-31 | $2,053,285 | 16,862 | Shares | Sole | 2026-08-26 | |
| 2023-09-30 | $673,313 | 5,036 | Shares | Sole | 2026-08-26 | |
| 2023-06-30 | $1,029,924 | 6,922 | Shares | Sole | 2026-08-26 | |
| 2023-03-31 | $1,083,752 | 8,209 | Shares | Sole | 2026-08-26 | |
| 2022-12-31 | $1,427,331 | 10,090 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,574,580 | 11,680 | Shares | Sole | 2026-08-26 | |
| 2022-06-30 | $1,542,505 | 9,960 | Shares | Sole | 2026-08-27 | |
| 2021-12-31 | $1,766,285 | 7,527 | Shares | Sole | 2026-08-27 | |
| 2021-09-30 | $1,047,024 | 5,136 | Shares | Sole | 2026-08-27 | |
| 2021-06-30 | $457,842 | 2,100 | Shares | Sole | 2026-08-26 | |
| 2021-03-31 | $394,646 | 1,791 | Shares | Sole | 2026-08-26 | |
| 2020-12-31 | $191,138 | 1,059 | Shares | Sole | 2026-08-26 | |
| 2020-09-30 | $61,787 | 336 | Shares | Sole | 2026-08-26 | |
| 2020-06-30 | $27,460 | 212 | Shares | Sole | 2026-08-27 | |
| No filing history on record for this holder in this stock. | ||||||