WM — WASHINGTON MUT INC COM COM

Ownership history in ORRSTOWN FINANCIAL SERVICES INC  ·  40 quarters on record

AI Ownership Summary

ORRSTOWN FINANCIAL SERVICES INC reported WASHINGTON MUT INC COM COM (WM) in 40 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.19% in 2025 Q1. The latest visible filing shows WM at 0.11% 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 ORRSTOWN FINANCIAL SERVICES INC'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
2025 Q3

WM was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% 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
2024 Q3 to 2025 Q3

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 ORRSTOWN FINANCIAL SERVICES INC fund profile ORRSTOWN FINANCIAL SERVICES INC full holdings
How ORRSTOWN FINANCIAL SERVICES INC held WM — position size vs. price
% of Fund (quarterly)    WM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 3,036 — 0% 0.11% $670K 2025-10-10 $217.54
2025 Q2 REDUCED 3,036 -488 -13.8% 0.15% $695K 2025-07-11 $223.41
2025 Q1 ADDED 3,524 +427 +13.8% 0.19% $816K 2025-04-14 $228.83
2024 Q4 UNCHANGED 3,097 — 0% 0.17% $625K 2025-01-23 $206.20
2024 Q3 REDUCED 3,097 -20 -0.6% 0.19% $643K 2024-10-24 $204.34
35 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% HALL LAURIE J TRUSTEE 3Y 7Y 2.15% Constitution Capital LLC 3Y 1.41% Sage Investment Advisers LLC 3Y 1.17% TOMPKINS FINANCIAL CORP 3Y 7Y 1.16% InTrack Investment Management Inc 3Y 1.13% G&S Capital LLC 3Y 7Y 1.03% Community Financial Services Group, LLC 3Y 7Y 0.96% Werlinich Asset Management, LLC 0.95% Hamrick Investment Counsel, llc 0.91%

FAQ About ORRSTOWN FINANCIAL SERVICES INC and WM

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

How long has ORRSTOWN FINANCIAL SERVICES INC reported owning WM?

ORRSTOWN FINANCIAL SERVICES INC reported WM across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported WM position in ORRSTOWN FINANCIAL SERVICES INC's portfolio?

The largest reported portfolio weight for WM was 0.19% in 2025 Q1.

What is the latest reported WM position on this page?

The most recent filing on this page is 2025 Q3, when ORRSTOWN FINANCIAL SERVICES INC reported 3,036 shares, equal to 0.11% of portfolio, with an estimated market value of $670K.

What does the chart on this WM ownership page compare?

The chart compares ORRSTOWN FINANCIAL SERVICES INC'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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