Vault-13

AMERICAN FUNDS WASHINGTON MUTUAL A AWSHX

LOAD EQUITY FUND · Open-End Fund · CUSIP 939330106

6 institutional holders -3 vs Q4 2025
37,49537.5k shares reported held*
$2.4mreported value*
2 new 2 added 0 reduced 4 sold out net sold ≈ $85.0k (-1.4k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $62.94.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0510Q3 22: 5Q4 22: 6Q1 23: 5Q2 23: 5Q3 23: 6Q4 23: 7Q1 24: 4Q2 24: 7Q3 24: 7Q4 24: 5Q1 25: 2Q2 25: 5Q3 25: 7Q4 25: 9Q1 26: 66Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 20225
Q4 20226
Q1 20235
Q2 20235
Q3 20236
Q4 20237
Q1 20244
Q2 20247
Q3 20247
Q4 20245
Q1 20252
Q2 20255
Q3 20257
Q4 20259
Q1 20266

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
505Q2 24: 5 bought or addedQ2 24: 1 cut or sold outQ3 24: 2 bought or addedQ3 24: 5 cut or sold outQ3 24Q4 24: 3 bought or addedQ4 24: 2 cut or sold outQ1 25: 2 bought or addedQ1 25: 3 cut or sold outQ1 25Q2 25: 5 bought or addedQ2 25: 0 cut or sold outQ3 25: 3 bought or addedQ3 25: 4 cut or sold outQ3 25Q4 25: 5 bought or addedQ4 25: 4 cut or sold outQ1 26: 4 bought or addedQ1 26: 4 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 202451
Q3 202425
Q4 202432
Q1 202523
Q2 202550
Q3 202534
Q4 202554
Q1 202644

Biggest buyers

Arvest Bank Trust Division Added +4,335+4.3k
Emprise Bank New +3,367+3.4k
McIlrath & Eck, LLC New +247+247
Coston, McIsaac & Partners Added +3+3

Biggest sellers

Ethos Financial Group, LLC Sold out -3,721-3.7k
CHICKASAW CAPITAL MANAGEMENT LLC Sold out -3,098-3.1k
Financially Speaking Inc Sold out -1,713-1.7k
Financial Gravity Asset Management, Inc. Sold out -770-770

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Arvest Bank Trust Division 0.06% of their portfolio DEWEY, OK 17,96818.0k $1.1m $1.1m 0.06% Added +4.3k +4,335
2 Coston, McIsaac & Partners 0.18% of their portfolio BAR HARBOR, ME 12,61112.6k $793.0k $793.0k 0.18% Added +3 +3
3 Emprise Bank 0.09% of their portfolio WICHITA, KS 3,3673.4k $211.9k $211.9k 0.09% New
4 Westside Investment Management, Inc. 0.03% of their portfolio SANTA MONICA, CA 3,1023.1k $196.1k $196.1k 0.03% Unchanged
5 McIlrath & Eck, LLC 0.00% of their portfolio ARLINGTON, WA 247247 $15.5k $15.5k 0.00% New
6 McMillan Office, Inc. 0.00% of their portfolio ST. CLAIR SHORES, MI 200200 $12.6k $12.6k 0.00% Unchanged