AWSHX β€” AMERICAN FUNDS WASHINGTON MUTUAL A

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

AI Ownership Summary

Coston, McIsaac & Partners reported AMERICAN FUNDS WASHINGTON MUTUAL A (AWSHX) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.24% in 2024 Q1. The latest visible filing shows AWSHX at 0.19% 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 AWSHX 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 WASHINGTON MUTUAL 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

AWSHX was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2024 Q1

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.

AWSHX stock page Coston, McIsaac & Partners fund profile Coston, McIsaac & Partners full holdings
How Coston, McIsaac & Partners held AWSHX β€” position size vs. price
% of Fund (quarterly)    AWSHX 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 12,608 +447 +3.7% 0.19% $822K 2026-02-14 (Est.) $66.56
2025 Q3 REDUCED 12,161 -123 -1.0% 0.19% $814K 2025-11-05 $60.45
2025 Q2 ADDED 12,284 +508 +4.3% 0.20% $785K 2025-08-12 $59.03
2025 Q1 ADDED 11,776 +30 +0.3% 0.21% $724K 2025-05-13 $51.97
2024 Q4 ADDED 11,746 +475 +4.2% 0.21% $723K 2025-01-23 $52.79
2024 Q3 REDUCED 11,271 -631 -5.3% 0.20% $725K 2024-10-22 $48.90
2024 Q2 ADDED 11,902 +79 +0.7% 0.23% $719K 2024-07-31 $46.62
2024 Q1 ADDED 11,823 +29 +0.2% 0.24% $735K 2024-04-17 $40.51
2023 Q4 ADDED 11,794 +279 +2.4% 0.23% $674K 2024-01-23 $39.28
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding AWSHX

As of 2025 Q4 β€” sorted by position size

Motiv8 Investments LLC 0.09% Financially Speaking Inc 0.07% Arvest Bank Trust Division 3Y 7Y 0.05% Westside Investment Management, Inc. 3Y 7Y 0.03% Ethos Financial Group, LLC 3Y 0.02% Financial Gravity Asset Management, Inc. 3Y 7Y 0.01% CHICKASAW CAPITAL MANAGEMENT LLC 3Y 7Y 0.01% McMillan Office, Inc. 0.0%

FAQ About Coston, McIsaac & Partners and AWSHX

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 AWSHX?

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

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

The largest reported portfolio weight for AWSHX was 0.24% in 2024 Q1.

What is the latest reported AWSHX position on this page?

The most recent filing on this page is 2025 Q4, when Coston, McIsaac & Partners reported 12,608 shares, equal to 0.19% of portfolio, with an estimated market value of $822K.

What does the chart on this AWSHX ownership page compare?

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