WASHINGTON MUTUAL INVESTORS FUND - AWSHX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Arvest Bank Trust Division | History | Reduced | 13,633 | 889 | 0.05% | 0.05% | 1 | -28 | -0.2% | Q4 2025 | Feb 09, 2026 |
| Coston, McIsaac & Partners | History | Added to | 12,608 | 822 | 0.19% | 0.19% | 2 | +447 | 3.68% | Q4 2025 | Feb 03, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 3,721 | 242 | 0.02% | 0.04% | 3 | -4,715 | -55.89% | Q4 2025 | Jan 20, 2026 |
| Westside Investment Management, Inc. | History | Added to | 3,102 | 203 | 0.03% | 0.03% | 4 | +137 | 4.62% | Q4 2025 | Jan 23, 2026 |
| CHICKASAW CAPITAL MANAGEMENT LLC | History | New | 3,098 | 202 | 0.01% | — | 5 | +3,098 | New | Q4 2025 | Jan 12, 2026 |
| Motiv8 Investments LLC | History | New | 2,419 | 158 | 0.09% | — | 6 | +2,419 | New | Q4 2025 | Feb 13, 2026 |
| Financially Speaking Inc | History | Added to | 1,713 | 111 | 0.07% | 0.07% | 7 | +82 | 5.03% | Q4 2025 | Feb 10, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 770 | 50 | 0.01% | 0.02% | 8 | -696 | -47.48% | Q4 2025 | Feb 13, 2026 |
| McMillan Office, Inc. | History | New | 200 | 13 | 0.0% | — | 9 | +200 | New | Q4 2025 | Feb 12, 2026 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -146 | -100.0% | Q3 2025 | Nov 14, 2025 |