WASHINGTON MUTUAL INVESTORS FUND - FWMIX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Kohmann Bosshard Financial Services, LLC | History | New | 5,648 | 367 | 0.03% | — | 1 | +5,648 | New | Q4 2025 | Jan 30, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Reduced | 4,750 | 309 | 0.07% | 0.12% | 2 | -2,637 | -35.7% | Q4 2025 | Jan 20, 2026 |
| Ethos Financial Group, LLC | History | Added to | 4,166 | 271 | 0.02% | 0.02% | 3 | +202 | 5.1% | Q4 2025 | Jan 20, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 1,469 | 95 | 0.05% | — | 4 | +1,469 | New | Q4 2025 | Feb 18, 2026 |
| Coston, McIsaac & Partners | History | Added to | 292 | 19 | 0.0% | 0.0% | 5 | +14 | 5.04% | Q4 2025 | Feb 03, 2026 |
| Game Plan Financial Advisors, LLC | History | Added to | 29 | 1 | 0.0% | 0.0% | 6 | +2 | 7.41% | Q4 2025 | Jan 14, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -6,622 | -100.0% | Q3 2025 | Oct 23, 2025 |