AWSHX β€” AMERICAN FUNDS WASHINGTON MUTUAL A

Ownership history in Financially Speaking Inc  Β·  4 quarters on record

AI Ownership Summary

Financially Speaking Inc reported AMERICAN FUNDS WASHINGTON MUTUAL A (AWSHX) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.07% in 2025 Q2. The latest visible filing shows AWSHX at 0.07% 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.

What this AWSHX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financially Speaking Inc'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 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2025 Q2

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

Time in book
Holding Window
2024 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 Financially Speaking Inc held AWSHX β€” position size vs. price
% of Fund (quarterly)    AWSHX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 1,713 +82 +5.0% 0.07% $112K 2026-02-14 (Est.) $66.56
2025 Q3 REDUCED 1,631 -147 -8.3% 0.07% $109K 2025-11-06 $60.11
2025 Q2 ADDED 1,778 +85 +5.0% 0.07% $114K 2025-08-07 $58.14
2024 Q4 INITIATED 1,693 β€” β€” 0.07% $104K 2025-02-11 $53.22

FAQ About Financially Speaking Inc and AWSHX

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

How long has Financially Speaking Inc reported owning AWSHX?

Financially Speaking Inc reported AWSHX across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported AWSHX position in Financially Speaking Inc's portfolio?

The largest reported portfolio weight for AWSHX was 0.07% in 2025 Q2.

What is the latest reported AWSHX position on this page?

The most recent filing on this page is 2025 Q4, when Financially Speaking Inc reported 1,713 shares, equal to 0.07% of portfolio, with an estimated market value of $112K.

What does the chart on this AWSHX ownership page compare?

The chart compares Financially Speaking Inc'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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