AI Portfolio Summary
In 2026 Q1, WASHINGTON TRUST Co maintained a portfolio of 293 distinct positions. They heavily accumulated shares in APPLE INC, increasing their position by 0.7%. Conversely, WASHINGTON TRUST Co completely exited their position in NUVEEN ESG LARGE-CAP.
Total Positions
293
Quarter
2026 Q1
Top Holding
AAPL (4.6%)
Top 10 Concentration
34.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 293
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AAPL
APPLE INC
|
Unknown | 4.64% | 4.77% |
#1
Prev: #1
|
4.4 | 3,669 | 0.7% |
P
S
|
540,766 | $137,240,931 |
$114.13
+124.2%
|
2006 Q3 | 13F Filing | 2026-03-31 | 2026-04-06 | ||
|
SPY
State Street SP...
|
ETF | 4.36% | 4.47% |
#2
Prev: #2
|
3.7 | -2,277 | -1.1% |
P
S
|
198,452 | $129,061,274 |
$286.27
+129.1%
|
2005 Q2 | 13F Filing | 2026-03-31 | 2026-04-06 | ||
|
GOOGL
ALPHABET INC-CL...
|
Unknown | 3.89% | 4.15% |
#3
Prev: #3
|
3.1 | -5,367 | -1.3% |
P
S
|
400,075 | $115,045,457 |
$104.23
+183.8%
|
2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | ||
|
AVGO
BROADCOM INC
|
Unknown | 3.62% | 4.13% |
#4
Prev: #4
|
2.4 | -19,413 | -5.3% |
P
S
|
346,043 | $107,103,769 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
VOO
VANGUARD S&P 50...
|
ETF | 3.56% | 3.47% |
#5
Prev: #5
|
2.4 | 7,027 | 4.1% |
P
S
|
176,417 | $105,417,978 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
NVDA
NVIDIA CORP
|
Unknown | 3.14% | 3.32% |
#6
Prev: #6
|
1.8 | -12,963 | -2.4% |
P
S
|
532,300 | $92,833,179 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
IWR
ISHARES RUSSELL...
|
ETF | 3.00% | 2.88% |
#7
2
Prev: #9
|
1.7 | -3,059 | -0.3% |
P
S
|
911,727 | $88,647,216 | 2004 Q2 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
AMZN
AMAZON.COM INC
|
Unknown | 2.85% | 3.05% |
#8
Prev: #8
|
1.6 | 143 | 0.0% |
P
S
|
404,740 | $84,295,200 | 2001 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
IWM
ISHARES RUSSELL...
|
ETF | 2.61% | 2.53% |
#9
1
Prev: #10
|
1.5 | -3,155 | -1.0% |
P
S
|
311,897 | $77,350,456 | 2004 Q2 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
MSFT
MICROSOFT CORP
|
Unknown | 2.53% | 3.16% |
#10
3
Prev: #7
|
1.5 | 2,331 | 1.2% |
P
S
|
202,007 | $74,777,106 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
JPM
JPMORGAN CHASE ...
|
Unknown | 2.31% | 2.46% |
#11
1
Prev: #12
|
1.4 | -1,469 | -0.6% |
P
S
|
232,013 | $68,248,943 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
IWB
ISHARES RUSSELL...
|
ETF | 2.28% | 2.37% |
#12
1
Prev: #13
|
1.4 | -4,434 | -2.3% |
P
S
|
189,374 | $67,523,194 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
V
VISA INC-CLASS ...
|
Unknown | 2.21% | 2.50% |
#13
2
Prev: #11
|
1.4 | -1,667 | -0.8% |
P
S
|
216,094 | $65,312,109 | 2009 Q2 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
MDY
State Street SP...
|
Unknown | 1.78% | 1.69% |
#14
1
Prev: #15
|
1.2 | -311 | -0.4% |
P
S
|
85,504 | $52,735,447 | 2011 Q1 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
TMO
THERMO FISHER S...
|
Unknown | 1.55% | 1.78% |
#15
1
Prev: #14
|
1.1 | -643 | -0.7% |
P
S
|
93,115 | $45,768,922 | 2000 Q2 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
META
META PLATFORMS ...
|
Unknown | 1.46% | 1.64% |
#16
Prev: #16
|
1.1 | -635 | -0.8% |
P
S
|
75,359 | $43,115,008 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
KLAC
KLA CORP
|
Unknown | 1.34% | 1.09% |
#17
4
Prev: #21
|
1.0 | -574 | -2.1% |
P
S
|
26,915 | $39,629,916 | 2007 Q2 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
HD
HOME DEPOT INC
|
Unknown | 1.31% | 1.30% |
#18
1
Prev: #17
|
1.0 | 2,401 | 2.1% |
P
S
|
118,118 | $38,847,862 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
TJX
TJX COMPANIES I...
|
Unknown | 1.22% | 1.14% |
#19
Prev: #19
|
1.0 | -2,151 | -0.9% |
P
S
|
225,840 | $36,066,728 | 2011 Q3 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
RTX
RTX CORP
|
Unknown | 1.21% | 1.12% |
#20
Prev: #20
|
1.0 | -778 | -0.4% |
P
S
|
185,509 | $35,784,688 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
WMT
WALMART INC
|
Unknown | 1.18% | 1.03% |
#21
1
Prev: #22
|
1.0 | -4,172 | -1.5% |
P
S
|
279,824 | $34,776,483 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
WAB
WABTEC CORP
|
Unknown | 1.14% | 0.95% |
#22
2
Prev: #24
|
1.0 | -1,199 | -0.9% |
P
S
|
135,387 | $33,834,565 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
VYM
VANGUARD HIGH D...
|
ETF | 1.12% | 1.02% |
#23
Prev: #23
|
0.9 | 4,745 | 2.2% |
P
S
|
223,260 | $33,064,806 | 2012 Q3 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
NEE
NEXTERA ENERGY ...
|
Unknown | 1.11% | 0.87% |
#24
1
Prev: #25
|
2.4 | 22,650 | 6.8% |
P
S
|
354,604 | $32,935,589 | 2010 Q2 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
PANW
PALO ALTO NETWO...
|
Unknown | 1.04% | 1.17% |
#25
7
Prev: #18
|
0.9 | -1,930 | -1.0% |
P
S
|
191,762 | $30,743,284 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
NULV
NUVEEN ESG LARG...
|
ETF | 0.00% | 0.02% |
Sold All 😨
(Was: #204) |
0.0 | -10,260 | -100.0% |
CLOSED
|
— | $— | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
APO
APOLLO GLOBAL M...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #237) |
0.0 | -2,130 | -100.0% |
CLOSED
|
— | $— | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
QQQJ
INVESCO NASDAQ ...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #242) |
0.0 | -7,907 | -100.0% |
CLOSED
|
— | $— | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
FISV
FISERV INC
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #251) |
0.0 | -4,026 | -100.0% |
CLOSED
|
— | $— | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
DGX
QUEST DIAGNOSTI...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #264) |
0.0 | -1,300 | -100.0% |
CLOSED
|
— | $— | 2002 Q1 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
TSLA
TESLA INC
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #266) |
0.0 | -485 | -100.0% |
CLOSED
|
— | $— | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
PLTR
PALANTIR TECHNO...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #268) |
0.0 | -1,205 | -100.0% |
CLOSED
|
— | $— | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
IWN
ISHARES RUSSELL...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #273) |
0.0 | -1,131 | -100.0% |
CLOSED
|
— | $— | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
CWI
SPDR MSCI ACWI ...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #274) |
0.0 | -5,700 | -100.0% |
CLOSED
|
— | $— | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
A
AGILENT TECHNOL...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #275) |
0.0 | -1,481 | -100.0% |
CLOSED
|
— | $— | 2000 Q2 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
CEG
CONSTELLATION E...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #276) |
0.0 | -569 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-06 | |||
|
UL
Unilever ADR Re...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #277) |
0.0 | -3,063 | -100.0% |
CLOSED
|
— | $— | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-06 |
Showing 1-25 of 293 holdings