Ownership history in TOWER BRIDGE ADVISORS · 9 quarters on record
This page tracks every 13F SEC filing in which TOWER BRIDGE ADVISORS reported a position in AMERICAN FUNDS WASHIN (WMFFX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 4,977 | +17 | +0.3% | 0.03% | $333K | $60.68 |
| 2025 Q2 | ADDED | 4,960 | +225 | +4.8% | 0.03% | $316K | $57.68 |
| 2025 Q1 | ADDED | 4,735 | +18 | +0.4% | 0.03% | $291K | $50.73 |
| 2024 Q4 | ADDED | 4,717 | +210 | +4.7% | 0.03% | $290K | $50.56 |
| 2024 Q3 | ADDED | 4,507 | +17 | +0.4% | 0.03% | $290K | $48.40 |
| 2024 Q2 | ADDED | 4,490 | +215 | +5.0% | 0.03% | $271K | $45.26 |
| 2024 Q1 | ADDED | 4,275 | +17 | +0.4% | 0.03% | $266K | $42.28 |
| 2023 Q4 | REDUCED | 4,258 | -4,761 | -52.8% | 0.02% | $243K | $38.72 |
| 2023 Q3 | INITIATED | 9,019 | — | — | 0.04% | $476K | — |
As of 2025 Q4 — sorted by position size