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CIK: 0001079736
Total reported value
$3.2B
$3.2B
843 檔
15.1%
According to the latest 13F quarterly dataset, WASHINGTON TRUST Co managed an equity portfolio of $3.2B at the end of Q1 2024, spanning 843 distinct U.S. exchange-listed positions.
During Q1 2024, WASHINGTON TRUST Co's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SPY, AAPL, MSFT) accounted for 15.1% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 843 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.29% | -1.93% | -1.80% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.05% | +0.16% | -0.34% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.39% | -0.17% | -0.46% | |
| 4 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 3.12% | +0.10% | +1.16% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.01% | +0.12% | -0.47% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.73% | +0.25% | +1.09% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 2.56% | +0.07% | -0.56% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.55% | +0.08% | -2.99% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.54% | +0.46% | -0.22% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.35% | +0.21% | +3.29% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 2.31% | +0.32% | -3.61% | |
| 12 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.24% | -0.13% | -0.58% | |
| 13 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.20% | +0.11% | -3.59% | |
| 14 | MDY | State Street Spdr S&p Midcap | ETF-Other | 2.15% | — | -2.13% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 1.74% | -0.05% | -0.22% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.59% | -0.15% | -2.39% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.53% | +0.01% | -4.31% | |
| 18 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.18% | +0.97% | -0.16% | |
| 19 | ACN | Accenture plc | Stock-Tech | 1.07% | -0.23% | -0.80% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.05% | -0.02% | -0.49% | |
| 21 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.00% | +0.01% | +0.06% | |
| 22 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.92% | -0.20% | -0.05% | |
| 23 | IYF | Ishares US Financials ETF | ETF-Other | 0.90% | -0.01% | +1.42% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.88% | -0.14% | -1.00% | |
| 25 | BLKCHF | Blackrock Inc | Stock-Other | 0.83% | — | -0.72% | |
| 26 | WAB | Wabtec CORP | Stock-Industrials | 0.82% | -0.07% | -0.58% | |
| 27 | NEE | Nextera Energy Inc | Stock-Utilities | 0.82% | -0.16% | +1.35% | |
| 28 | KLAC | Kla CORP | Stock-Tech | 0.81% | +0.95% | -3.58% | |
| 29 | CRM | Salesforce Inc | Stock-Tech | 0.80% | -0.12% | -1.70% | |
| 30 | SYK | Stryker CORP | Stock-Healthcare | 0.79% | -0.08% | -1.24% | |
| 31 | UBER | Uber Technologies Inc | Stock-Industrials | 0.79% | -0.06% | -3.94% | |
| 32 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.78% | -0.09% | -0.65% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.77% | -0.07% | -0.18% | |
| 34 | ADI | Analog Devices Inc | Stock-Tech | 0.77% | +0.10% | -0.57% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.76% | -0.01% | +12.29% | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.75% | -0.13% | +0.02% | |
| 37 | SPGI | S&p Global Inc | Stock-Financials | 0.74% | -0.08% | +3.42% | |
| 38 | ADP | Automatic Data Processing | Stock-Tech | 0.74% | +0.01% | +0.10% | |
| 39 | RTX | Rtx CORP | Stock-Industrials | 0.73% | -0.15% | +0.70% | |
| 40 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.71% | -0.14% | -1.07% | |
| 41 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.71% | -0.05% | -0.04% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.71% | -0.18% | +201.91% | |
| 43 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.71% | -0.07% | +0.07% | |
| 44 | WSO | Watsco Inc | Stock-Industrials | 0.71% | -0.01% | -3.83% | |
| 45 | CVS | Cvs Health CORP | Stock-Healthcare | 0.70% | +0.01% | -3.78% | |
| 46 | ASML | ASML Holding N.V. | Stock-Tech | 0.70% | +0.31% | -0.92% | |
| 47 | EQIX | Equinix Inc | Stock-Real Estate | 0.69% | -0.02% | -1.02% | |
| 48 | SYY | Sysco CORP | Stock-Consumer Staples | 0.69% | -0.01% | +0.01% | |
| 49 | J | Jacobs Solutions Inc | Stock-Industrials | 0.66% | -0.05% | +0.41% | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.65% | -0.05% | -6.80% |
According to official SEC Form 13F filings, WASHINGTON TRUST Co reported a total U.S. public equity portfolio value of $3.2B across 843 disclosed positions in Q1 2024.
During Q1 2024, WASHINGTON TRUST Co's top holdings by market value included SPY (4.3%)、AAPL (4.0%)、MSFT (3.4%). The largest single position, SPY, represented 4.3% of total portfolio value.
In Q1 2024, WASHINGTON TRUST Co 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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