SEC 13F Intelligence

AMRMXAMERICAN FUNDS AMERICAN MUTUAL A

CUSIP 027681105 · Yahoo Finance ↗ · Google Finance ↗

American Funds American Mutual A (AMRMX) has 2 institutional holders in Filings Flow’s 13F database, together reporting 8.7K shares worth $508,158 as of Q1 2026. The largest reported holders are Ferguson Wellman Capital Management, Inc, Westside Investment Management, Inc., and North Star Asset Management Inc.

Institutional Holders
2
Q1 2026
Reported Value
$508,158
Ticker
AMRMX
Quarters Tracked
9

Ownership Trend

Institutional holders
Q4 ’18: 3Q4 ’18Q1 ’19: 1Q2 ’19: 2Q2 ’19Q3 ’19: 2Q2 ’21: 1Q2 ’21Q4 ’21: 1Q4 ’22: 3Q4 ’22Q4 ’25: 2Q1 ’26: 2Q1 ’26filingsflow.com
Total reported value
Q4 ’18: $844,000Q4 ’18Q1 ’19: $18,000Q2 ’19: $22,000Q2 ’19Q3 ’19: $279,000Q2 ’21: $45,000Q2 ’21Q4 ’21: $225,000Q4 ’22: $352Q4 ’22Q4 ’25: $575,683Q1 ’26: $508,158Q1 ’26filingsflow.com

Holders

Mixed quarters
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Manager% of PortfolioValueSharesQuarter
Westside Investment Management, Inc.$653M AUM0.04%$258,7664.4KQ1 2026
Financial Gravity Asset Management, Inc.$562M AUM0.03%$172,5472.8KQ3 2025OLDER
NORTH STAR ASSET MANAGEMENT INC$2.3B AUM0.01%$249,3924.3KQ1 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM0.00%$311,3115.2KQ4 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.