WM — WASHINGTON MUT INC COM COM

Ownership history in MOODY LYNN LIEBERSON & WALKER, LLC  ·  44 quarters on record

AI Ownership Summary

MOODY LYNN LIEBERSON & WALKER, LLC reported WASHINGTON MUT INC COM COM (WM) in 44 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.81% in 2025 Q1. The latest visible filing shows WM at 2.43% 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 MOODY LYNN LIEBERSON & WALKER, LLC's position in WASHINGTON MUT INC COM 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 2.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.81% 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.

WM stock page MOODY LYNN LIEBERSON & WALKER, LLC fund profile MOODY LYNN LIEBERSON & WALKER, LLC full holdings
How MOODY LYNN LIEBERSON & WALKER, LLC 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 188,208 +2,011 +1.1% 2.43% $43.2M 2026-04-13 $231.00
2025 Q4 ADDED 186,197 +204 +0.1% 2.17% $40.9M 2026-01-15 $218.99
2025 Q3 REDUCED 185,993 -3,030 -1.6% 2.21% $41.1M 2025-10-20 $213.72
2025 Q2 ADDED 189,023 +107 +0.1% 2.50% $43.3M 2025-07-17 $223.10
2025 Q1 ADDED 188,916 +1,288 +0.7% 2.81% $43.7M 2025-04-28 $225.66
2024 Q4 ADDED 187,628 +8,304 +4.6% 2.32% $37.9M 2025-01-21 $208.98
2024 Q3 REDUCED 179,324 -2,115 -1.2% 2.29% $37.2M 2024-10-23 $207.17
2024 Q2 ADDED 181,439 +267 +0.1% 2.53% $38.7M 2024-07-25 $194.85
2024 Q1 ADDED 181,172 +134 +0.1% 2.60% $38.6M 2024-04-23 $202.73
2023 Q4 REDUCED 181,038 -337 -0.2% 2.47% $32.4M 2024-01-24 $177.84
34 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WM

As of 2026 Q1 — sorted by position size

Shelter Rock Management, LLC 4.97% PICTET BANK & TRUST Ltd 3Y 7Y 4.8% HALL LAURIE J TRUSTEE 3Y 7Y 2.15% BANQUE PICTET & CIE SA 3Y 7Y 2.1% BALDWIN WEALTH PARTNERS LLC/MA 3Y 7Y 2.02% Rydar Equities, Inc. 1.94% American State Bank (Iowa) 1.51% SHRIER WEALTH MANAGEMENT, LLC 1.48% Constitution Capital LLC 3Y 1.41% Sage Investment Advisers LLC 3Y 1.17%

FAQ About MOODY LYNN LIEBERSON & WALKER, LLC and WM

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

How long has MOODY LYNN LIEBERSON & WALKER, LLC reported owning WM?

MOODY LYNN LIEBERSON & WALKER, LLC reported WM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported WM position in MOODY LYNN LIEBERSON & WALKER, LLC's portfolio?

The largest reported portfolio weight for WM was 2.81% in 2025 Q1.

What is the latest reported WM position on this page?

The most recent filing on this page is 2026 Q1, when MOODY LYNN LIEBERSON & WALKER, LLC reported 188,208 shares, equal to 2.43% of portfolio, with an estimated market value of $43.2M.

What does the chart on this WM ownership page compare?

The chart compares MOODY LYNN LIEBERSON & WALKER, LLC'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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