WM WASHINGTON MUTUAL COM

Ownership history in LVM CAPITAL MANAGEMENT LTD/MI  ·  56 quarters on record

AI Ownership Summary

LVM CAPITAL MANAGEMENT LTD/MI reported WASHINGTON MUTUAL COM (WM) in 56 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.79% in 2025 Q1. The latest visible filing shows WM at 0.67% 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 LVM CAPITAL MANAGEMENT LTD/MI's position in WASHINGTON MUTUAL 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
2026 Q1

WM was reported at 0.67% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.79% 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 Q4 to 2026 Q1

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 LVM CAPITAL MANAGEMENT LTD/MI 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)
2026 Q1 ADDED 30,883 +125 +0.4% 0.67% $7.1M 2026-05-15 (Est.) $235.42
2025 Q4 REDUCED 30,758 -40 -0.1% 0.63% $6.8M 2026-01-12 $217.70
2025 Q3 ADDED 30,798 +40 +0.1% 0.65% $6.8M 2025-10-09 $215.83
2025 Q2 UNCHANGED 30,758 0% 0.73% $7.0M 2025-07-02 $220.82
2025 Q1 UNCHANGED 30,758 0% 0.79% $7.1M 2025-04-08 $213.24
2024 Q4 ADDED 30,758 +168 +0.5% 0.67% $6.2M 2025-01-10 $203.40
2024 Q3 UNCHANGED 30,590 0% 0.74% $6.5M 2024-10-03 $204.52
2024 Q2 UNCHANGED 30,590 0% 0.74% $6.5M 2024-07-16 $215.28
2024 Q1 UNCHANGED 30,590 0% 0.77% $6.5M 2024-04-15 $199.41
2023 Q4 REDUCED 30,590 -230 -0.7% 0.70% $5.5M 2024-01-12 $175.51
46 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LVM CAPITAL MANAGEMENT LTD/MI and WM

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

How long has LVM CAPITAL MANAGEMENT LTD/MI reported owning WM?

LVM CAPITAL MANAGEMENT LTD/MI reported WM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported WM position in LVM CAPITAL MANAGEMENT LTD/MI's portfolio?

The largest reported portfolio weight for WM was 0.79% in 2025 Q1.

What is the latest reported WM position on this page?

The most recent filing on this page is 2026 Q1, when LVM CAPITAL MANAGEMENT LTD/MI reported 30,883 shares, equal to 0.67% of portfolio, with an estimated market value of $7.1M.

What does the chart on this WM ownership page compare?

The chart compares LVM CAPITAL MANAGEMENT LTD/MI'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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