AMECX β€” AMERICAN FUNDS INCOME FUND OF AMER A

Ownership history in Coston, McIsaac & Partners  Β·  14 quarters on record

AI Ownership Summary

Coston, McIsaac & Partners reported AMERICAN FUNDS INCOME FUND OF AMER A (AMECX) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.08% in 2023 Q4. The latest visible filing shows AMECX at 0.05% 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 AMECX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Coston, McIsaac & Partners's position in AMERICAN FUNDS INCOME FUND OF AMER A, 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

AMECX was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 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.

How Coston, McIsaac & Partners held AMECX β€” position size vs. price
% of Fund (quarterly)    AMECX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 8,198 +151 +1.9% 0.05% $214K 2026-02-14 (Est.) $27.60
2025 Q3 REDUCED 8,047 -673 -7.7% 0.05% $221K 2025-11-05 $23.55
2025 Q2 ADDED 8,720 +12 +0.1% 0.06% $232K 2025-08-12 $23.15
2025 Q1 ADDED 8,708 +12 +0.1% 0.06% $221K 2025-05-13 $21.90
2024 Q4 ADDED 8,696 +155 +1.8% 0.06% $212K 2025-01-23 $21.33
2024 Q3 REDUCED 8,541 -946 -10.0% 0.06% $221K 2024-10-22 $20.70
2024 Q2 REDUCED 9,487 -279 -2.9% 0.07% $228K 2024-07-31 $19.81
2024 Q1 ADDED 9,766 +304 +3.2% 0.08% $237K 2024-04-17 $18.31
2023 Q4 ADDED 9,462 +26 +0.3% 0.08% $221K 2024-01-23 $18.05
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Coston, McIsaac & Partners and AMECX

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

How long has Coston, McIsaac & Partners reported owning AMECX?

Coston, McIsaac & Partners reported AMECX across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AMECX position in Coston, McIsaac & Partners's portfolio?

The largest reported portfolio weight for AMECX was 0.08% in 2023 Q4.

What is the latest reported AMECX position on this page?

The most recent filing on this page is 2025 Q4, when Coston, McIsaac & Partners reported 8,198 shares, equal to 0.05% of portfolio, with an estimated market value of $214K.

What does the chart on this AMECX ownership page compare?

The chart compares Coston, McIsaac & Partners's quarterly AMECX 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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