Washington Mutual Investors Fund - Washington Mutual Investors Fund Class A
US ˙ MUTF

SecurityAWSHX / Washington Mutual Investors Fund - Washington Mutual Investors Fund Class A
InstitutionArvest Bank Trust Division
Latest Disclosed Ownership17,968 shares
Latest Disclosed Value $ 1,130,927
Arvest Bank Trust Division reports 31.80% increase in ownership of AWSHX / Washington Mutual Investors Fund - Washington Mutual Investors Fund Class A

On May 13, 2026 - Arvest Bank Trust Division filed a 13F-HR form disclosing ownership of 17,968 shares of Washington Mutual Investors Fund - Washington Mutual Investors Fund Class A (US:AWSHX) valued at $1,130,927 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 13,633 shares of Washington Mutual Investors Fund - Washington Mutual Investors Fund Class A. This represents a change in shares of 31.80% during the quarter. The current value of the position is $1,030,644 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F WASHINGTON MUT INVS FD COM 939330106 17,968 4,335 31.80 1,131 27.11 0.0615
2026-02-09 2025-12-31 13F WASHINGTON MUT INVS FD COM 939330106 13,633 -28 -0.20 889 -2.84 0.0481
2025-11-07 2025-09-30 13F WASHINGTON MUT INVS FD COM 939330106 13,661 42 0.31 915 5.17 0.0508
2025-08-08 2025-06-30 13F WASHINGTON MUT INVS FD COM 939330106 13,619 609 4.68 870 8.75 0.0508
2025-05-14 2025-03-31 13F WASHINGTON MUT INVS FD COM 939330106 13,010 43 0.33 801 0.25 0.0506
2025-02-13 2024-12-31 13F WASHINGTON MUT INVS FD COM 939330106 12,967 572 4.61 799 0.00 0.0481
2024-11-25 2024-09-30 13F WASHINGTON MUT INVS FD COM 939330106 12,395 -223 -1.77 798 14.33 0.0460
2021-11-12 2021-09-30 13F WASHINGTON MUT INVS FD COM 939330106 12,618 993 8.54 698 7.72 0.0392
2021-08-19 2021-06-30 13F WASHINGTON MUT INVS FD COM 939330106 11,625 335 2.97 648 5.88 0.0357
2021-04-13 2021-03-31 13F WASHINGTON MUT INVS FD COM 939330106 11,290 36 0.32 612 8.32 0.0356
2021-02-17 2020-12-31 13F WASHINGTON MUT INVS FD COM 939330106 11,254 -9,225 -45.05 565 -39.83 0.0351
2020-11-30 2020-09-30 13F WASHINGTON MUT INVS FD COM 939330106 20,479 41 0.20 939 5.51 0.0672
2020-08-21 2020-06-30 13F WASHINGTON MUT INVS FD COM 939330106 20,438 44 0.22 890 16.19 0.0659
2020-04-14 2020-03-31 13F WASHINGTON MUT INVS FD COM 939330106 20,394 -755 -3.57 766 -24.75 0.0709
2020-01-14 2019-12-31 13F WASHINGTON MUT INVS FD COM 939330106 21,149 330 1.59 1,018 5.38 0.0654
2019-10-18 2019-09-30 13F WASHINGTON MUT INVS FD COM 939330106 20,819 -284 -1.35 966 -0.10 0.0663
2019-07-19 2019-06-30 13F WASHINGTON MUT INVS FD COM 939330106 21,103 215 1.03 967 2.55 0.0661
2019-04-12 2019-03-31 13F WASHINGTON MUT INVS FD COM 939330106 20,888 39 0.19 943 10.16 0.0653
2019-01-18 2018-12-31 13F WASHINGTON MUT INVS FD COM 939330106 20,849 -1,281 -5.79 856 -17.21 0.0682
2018-10-30 2018-09-30 13F WASHINGTON MUT INVS FD COM 939330106 22,130 36 0.16 1,034 5.51 0.0701
2018-07-18 2018-06-30 13F WASHINGTON MUT INVS FD COM 939330106 22,094 -2,260 -9.28 980 -10.26 0.0698
2018-05-11 2018-03-31 13F WASHINGTON MUT INVS FD COM 939330106 24,354 36 0.15 1,092 -1.62 0.0774
2018-01-22 2017-12-31 13F WASHINGTON MUT INVS FD COM 939330106 24,318 4,001 19.69 1,110 22.65 0.0775
2017-10-06 2017-09-30 13F WASHINGTON MUT INVS FD COM 939330106 20,317 1,788 9.65 905 15.29 0.0645
2017-07-12 2017-06-30 13F WASHINGTON MUT INVS FD COM 939330106 18,529 220 1.20 785 0.77 0.0595
2017-04-17 2017-03-31 13F WASHINGTON MUT INVS FD COM 939330106 18,309 34 0.19 779 4.14 0.0611
2017-01-09 2016-12-31 13F WASHINGTON MUT INVS FD COM 939330106 18,275 354 1.98 748 2.61 0.0599
2016-10-07 2016-09-30 13F WASHINGTON MUT INVS FD COM 939330106 17,921 34 0.19 729 1.67 0.0606
2016-08-16 2016-06-30 13F WASHINGTON MUT INVS FD COM 939330106 17,887 8,836 97.62 717 103.12 0.0617
2016-04-27 2016-03-31 13F WASHINGTON MUT INVS FD COM 939330106 9,051 35 0.39 353 1.73 0.0299
2016-02-08 2015-12-31 13F WASHINGTON MUT INVS FD COM 939330106 9,016 -1,136 -11.19 347 -9.16 0.0302
2015-10-13 2015-09-30 13F WASHINGTON MUT INVS FD COM 939330106 10,152 1,499 17.32 382 9.77 0.0345
2015-07-07 2015-06-30 13F WASHINGTON MUT INVS FD COM 939330106 8,653 30 0.35 348 -1.14 0.0295
2015-04-21 2015-03-31 13F/A-2 WASHINGTON MUT INVS FD COM 939330106 8,623 8,623 0.00 352 0.0301
2015-04-21 2015-03-31 13F WASHINGTON MUT INVS FD COM 939330106 6,291 273
2015-02-02 2014-12-31 13F WASHINGTON MUT INVS FD COM 939330106 0 -6,291 -100.00 0 -100.00
2014-11-19 2014-09-30 13F WASHINGTON MUT INVS FD COM 939330106 6,291 6,291 263 0.0242
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.