WM — Washington Mutual Inc COM

Ownership history in BALDWIN WEALTH PARTNERS LLC/MA  ·  40 quarters on record

AI Ownership Summary

BALDWIN WEALTH PARTNERS LLC/MA reported Washington Mutual Inc COM (WM) in 40 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.24% in 2025 Q1. The latest visible filing shows WM at 1.86% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BALDWIN WEALTH PARTNERS LLC/MA's position in Washington Mutual Inc COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

WM was reported at 1.86% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.24% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WM stock page BALDWIN WEALTH PARTNERS LLC/MA fund profile BALDWIN WEALTH PARTNERS LLC/MA full holdings
How BALDWIN WEALTH PARTNERS LLC/MA held WM — position size vs. price
% of Fund (quarterly)    WM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 132,173 -2,235 -1.7% 1.86% $29.0M 2026-02-14 (Est.) $233.59
2025 Q3 REDUCED 134,408 -2,967 -2.2% 1.93% $29.7M 2025-10-14 $216.41
2025 Q2 REDUCED 137,375 -323 -0.2% 2.13% $31.4M 2025-07-24 $227.96
2025 Q1 ADDED 137,698 +2,283 +1.7% 2.24% $31.9M 2025-04-14 $228.83
2024 Q4 ADDED 135,415 +6,276 +4.9% 1.89% $27.3M 2025-01-22 $207.51
2024 Q3 ADDED 129,139 +1,787 +1.4% 1.83% $26.8M 2024-10-16 $208.48
2024 Q2 REDUCED 127,352 -5,813 -4.4% 2.12% $27.2M 2024-07-12 $208.32
2024 Q1 REDUCED 133,165 -1,951 -1.4% 2.14% $28.4M 2024-04-12 $199.42
2023 Q4 ADDED 135,116 +2,178 +1.6% 1.90% $24.2M 2024-01-08 $172.46
2023 Q3 ADDED 132,938 +23,712 +21.7% 1.74% $20.3M 2023-10-10 $151.14
30 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WM

As of 2025 Q4 — sorted by position size

Morgan Stanley Institutional Investment Advisors LLC 35.67% TLW Wealth Management, LLC 3Y 7Y 6.74% ECOFI INVESTISSEMENTS SA 6.22% Chapman Investment Management, LLC 3Y 4.51% Terra Alpha Investments LLC 4.51% Palmer Knight Co 3Y 7Y 4.39% Atwater Malick LLC 3Y 7Y 4.24% Sustainable Growth Advisers, LP 3Y 7Y 4.22% Westchester Capital Management, Inc. 3Y 7Y 4.11% YCG, LLC 3Y 7Y 4.07%

FAQ About BALDWIN WEALTH PARTNERS LLC/MA and WM

These are the practical questions this page is built to answer before you even open the full history table.

How long has BALDWIN WEALTH PARTNERS LLC/MA reported owning WM?

BALDWIN WEALTH PARTNERS LLC/MA reported WM across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported WM position in BALDWIN WEALTH PARTNERS LLC/MA's portfolio?

The largest reported portfolio weight for WM was 2.24% in 2025 Q1.

What is the latest reported WM position on this page?

The most recent filing on this page is 2025 Q4, when BALDWIN WEALTH PARTNERS LLC/MA reported 132,173 shares, equal to 1.86% of portfolio, with an estimated market value of $29.0M.

What does the chart on this WM ownership page compare?

The chart compares BALDWIN WEALTH PARTNERS LLC/MA's quarterly WM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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