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 | Added to | 17,968 | 1,130 | 0.06% | 0.05% | 1 | +4,335 | 31.8% | Q1 2026 | May 13, 2026 |
| Coston, McIsaac & Partners | History | Added to | 12,611 | 793 | 0.18% | 0.19% | 2 | +3 | 0.02% | Q1 2026 | Apr 22, 2026 |
| Emprise Bank | History | New | 3,367 | 211 | 0.08% | — | 3 | +3,367 | New | Q1 2026 | Apr 20, 2026 |
| Westside Investment Management, Inc. | History | No change | 3,102 | 196 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Motiv8 Investments LLC | History | No change | 2,419 | 158 | 0.09% | 0.09% | 5 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| McIlrath & Eck, LLC | History | New | 247 | 15 | 0.0% | — | 6 | +247 | New | Q1 2026 | May 19, 2026 |
| McMillan Office, Inc. | History | No change | 200 | 12 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Ethos Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,721 | -100.0% | Q1 2026 | May 05, 2026 |
| CHICKASAW CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,098 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Financially Speaking Inc | History | Closed out | 0 | 0 | — | 0.07% | — | -1,713 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Financial Gravity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -770 | -100.0% | Q1 2026 | May 08, 2026 |