New England Research & Management, Inc. WASH — Washington Trust

Ownership history in New England Research & Management, Inc.  ·  42 quarters on record

AI Ownership Summary

New England Research & Management, Inc. reported Washington Trust (WASH) in 42 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.69% in 2023 Q4. The latest visible filing shows WASH at 0.42% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WASH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was New England Research & Management, Inc.'s position in Washington Trust, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WASH was reported at 0.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.69% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WASH stock page New England Research & Management, Inc. fund profile New England Research & Management, Inc. full holdings
How New England Research & Management, Inc. held WASH — position size vs. price
% of Fund (quarterly)    WASH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 29,700 — 0% 0.42% $994K 2026-05-07 $32.20
2025 Q4 REDUCED 17.9% +15.4% ❌ 29,700 -6,479 -17.9% 0.38% $878K 2026-01-07 $29.08
2025 Q3 REDUCED 7.8% +6.0% ❌ 36,179 -3,050 -7.8% 0.48% $1.0M 2025-10-06 $28.35
2025 Q2 UNCHANGED — — — 39,229 — 0% 0.53% $1.1M 2025-07-09 $27.94
2025 Q1 REDUCED — — — 39,229 -845 -2.1% 0.62% $1.2M 2025-04-16 $25.16
2024 Q4 REDUCED — — — 40,074 -50 -0.1% 0.64% $1.3M 2025-01-23 $29.43
2024 Q3 REDUCED — — — 40,124 -50 -0.1% 0.61% $1.3M 2024-10-07 $27.62
2024 Q2 REDUCED — — — 40,174 -50 -0.1% 0.53% $1.1M 2024-07-09 $23.18
2024 Q1 UNCHANGED — — — 40,224 — 0% 0.53% $1.1M 2024-04-16 $20.91
2023 Q4 UNCHANGED — — — 40,224 — 0% 0.69% $1.3M 2024-02-06 $21.95
32 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WASH

As of 2026 Q1 — sorted by position size

Drexel Morgan & Co. 3Y 7Y 1.48% M3F, Inc. 3Y 7Y 1.38% Siena Capital Partners GP, LLC 3Y 7Y 1.04% Teton Advisors, LLC 0.78% FIRST HORIZON CORP 3Y 7Y 0.41% BROWN, LISLE/CUMMINGS, INC. 0.39% Integrated Quantitative Investments LLC 0.21% Linden Thomas Advisory Services, LLC 3Y 0.12% Mystic Asset Management, Inc. 3Y 0.07% BRIDGEWAY CAPITAL MANAGEMENT, LLC 3Y 7Y 0.07%

FAQ About New England Research & Management, Inc. and WASH

These are the practical questions this page is built to answer before you even open the full history table.

How long has New England Research & Management, Inc. reported owning WASH?

New England Research & Management, Inc. reported WASH across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported WASH position in New England Research & Management, Inc.'s portfolio?

The largest reported portfolio weight for WASH was 0.69% in 2023 Q4.

What is the latest reported WASH position on this page?

The most recent filing on this page is 2026 Q1, when New England Research & Management, Inc. reported 29,700 shares, equal to 0.42% of portfolio, with an estimated market value of $994K.

What does the chart on this WASH ownership page compare?

The chart compares New England Research & Management, Inc.'s quarterly WASH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did New England Research & Management, Inc. time their WASH position?

Based on 13F filing dates vs. subsequent WASH price moves, New England Research & Management, Inc. correctly timed 15 out of 34 reported position changes (44%). The annualised alpha on WASH relative to SPY over the holding period was -10.3%.

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