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CIK: 0000861787
Total reported value
$1.4B
$1.4B
223 檔
17.4%
According to the latest 13F quarterly dataset, Washington Trust Bank managed an equity portfolio of $1.4B at the end of Q1 2024, spanning 223 distinct U.S. exchange-listed positions.
During Q1 2024, Washington Trust Bank's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 223 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PCAR | Paccar Inc | Stock-Industrials | 9.00% | -0.10% | — | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.51% | -0.36% | -1.41% | |
| 3 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.91% | -0.17% | -1.58% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.21% | +0.39% | +1.58% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.09% | -0.40% | -0.63% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.89% | -0.47% | -15.48% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.47% | -0.02% | -14.18% | |
| 8 | AMD | Advanced Micro Devices | Stock-Tech | 2.19% | +1.11% | -17.54% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.10% | -0.11% | -2.29% | |
| 10 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.99% | -0.27% | -7.69% | |
| 11 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.87% | +0.61% | -7.73% | |
| 12 | ROP | Roper Technologies Inc | Stock-Tech | 1.85% | — | +3.08% | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 1.82% | -0.15% | +2.43% | |
| 14 | NOW | Servicenow Inc | Stock-Tech | 1.78% | +0.01% | -3.55% | |
| 15 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.74% | -0.15% | -2.21% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.70% | -0.15% | -2.24% | |
| 17 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.56% | -0.25% | -0.05% | |
| 18 | ADBE | Adobe Inc | Stock-Tech | 1.56% | — | +4.45% | |
| 19 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.56% | +0.16% | +1.60% | |
| 20 | COR | Cencora Inc | Stock-Healthcare | 1.52% | -0.22% | -6.88% | |
| 21 | ELV | Elevance Health Inc | Stock-Healthcare | 1.51% | -0.02% | -2.86% | |
| 22 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.41% | -0.06% | +2.77% | |
| 23 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.39% | -0.15% | +1.93% | |
| 24 | PNC | Pnc Financial Services Group | Stock-Financials | 1.38% | -0.07% | +1.04% | |
| 25 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.36% | -0.25% | -0.79% | |
| 26 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.36% | -0.08% | -5.25% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.31% | +0.13% | -2.12% | |
| 28 | RSG | Republic Services Inc | Stock-Industrials | 1.28% | -0.11% | -0.37% | |
| 29 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.25% | -0.21% | +5.92% | |
| 30 | DE | Deere & Co | Stock-Industrials | 1.20% | -0.05% | +6.07% | |
| 31 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.20% | +0.02% | +20.46% | |
| 32 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 1.18% | -0.12% | +1.60% | |
| 33 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.17% | -0.07% | +1.21% | |
| 34 | BA | Boeing Co/the | Stock-Industrials | 1.07% | — | +5.39% | |
| 35 | RC | Ready Capital CORP | Stock-Other | 1.07% | — | — | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.03% | -0.23% | +1673.60% | |
| 37 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.02% | -0.25% | +5.71% | |
| 38 | BND | Vanguard Total Bond Market | ETF-Other | 0.99% | +0.18% | -49.19% | |
| 39 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.99% | -0.03% | EXIT | |
| 40 | VLO | Valero Energy CORP | Stock-Energy | 0.88% | -0.05% | -6.28% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.85% | -0.25% | +1.92% | |
| 42 | COP | Conocophillips | Stock-Energy | 0.78% | -0.12% | +2.37% | |
| 43 | USB | US Bancorp | Stock-Financials | 0.76% | +0.03% | -1.65% | |
| 44 | MLM | Martin Marietta Materials | Stock-Materials | 0.74% | -0.07% | -10.50% | |
| 45 | LIN | Linde plc | Stock-Materials | 0.72% | -0.06% | -4.33% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.63% | +0.04% | +0.45% | |
| 47 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.61% | +0.05% | -93.37% | |
| 48 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.61% | -0.04% | -70.26% | |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.60% | — | — | |
| 50 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.58% | -0.08% | -3.02% |
According to official SEC Form 13F filings, Washington Trust Bank reported a total U.S. public equity portfolio value of $1.4B across 223 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including PCAR, MSFT, PG) accounted for 17.4% of total reported equity market value during Q1 2024.
During Q1 2024, Washington Trust Bank's top holdings by market value included PCAR (9.0%)、MSFT (4.5%)、PG (3.9%). The largest single position, PCAR, represented 9.0% of total portfolio value.
In Q1 2024, Washington Trust Bank made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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