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Livermore
Livermore
ZHEN

Washington Trust Co

SEC CIK
0001079736
Latest filing
Aug 3, 2026

Holdings in Q1 2023

Holdings as of Mar 31, 2023, filed May 10, 2023. Long positions only; changes compare share counts with Q4 2022.

Institution overview
Positions
950
−13 vs. Q4 2022
Portfolio value
$2.22B
+$73.3M (+3.4%) vs. Q4 2022
Filed
May 10, 2023
AmendedSEC
Holdings of Washington Trust Co in Q1 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock650,886$107.3M4.8%−9,665−1.5%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF231,221$94.7M4.3%+8,461+3.8%AddedHistory
iShares Russell Midcap ETF464287499ETF1,020,363$71.3M3.2%−5,686−0.6%Reduced–
MSFTMicrosoft CorpStock229,936$66.3M3.0%−3,040−1.3%ReducedHistory
iShares Russell 2000 ETF464287655ETF352,882$63.0M2.8%+450.0%Added–
TMOThermo Fisher Scientific Inc.Stock108,169$62.3M2.8%−1,384−1.3%ReducedHistory
VVisa Inc.Stock257,419$58.0M2.6%−2,769−1.1%ReducedHistory
Vanguard S&P 500 ETF922908363ETF148,203$55.7M2.5%+8,199+5.9%Added–
GOOGLAlphabet Inc.Stock471,380$48.9M2.2%+1,236+0.3%AddedHistory
iShares Tr464287622RUS 1000 ETF216,809$48.8M2.2%−2,772−1.3%Reduced–
MDYSPDR S&P Midcap 400 ETF TrustETF104,924$48.1M2.2%+2,837+2.8%AddedHistory
AMZNAmazon Com IncStock457,937$47.3M2.1%+7,226+1.6%AddedHistory
JPMJPMorgan Chase & CoStock312,037$40.7M1.8%−47,142−13.1%ReducedHistory
HDHome Depot, Inc.Stock122,171$36.1M1.6%−810−0.7%ReducedHistory
AVGOBroadcom Inc.Stock52,826$33.9M1.5%−1,444−2.7%ReducedHistory
ELEstee Lauder Companies IncCL A128,750$31.7M1.4%−905−0.7%ReducedHistory
Vanguard High Dividend Yield Index ETF921946406ETF247,935$26.2M1.2%+5,306+2.2%Added–
NEENextera Energy IncStock323,745$25.0M1.1%−1,660−0.5%ReducedHistory
ACNAccenture plcStock86,562$24.7M1.1%−252−0.3%ReducedHistory
PANWPalo Alto Networks IncStock123,204$24.6M1.1%−1,874−1.5%ReducedHistory
BACBank of America CorpStock848,665$24.3M1.1%−147,973−14.8%ReducedHistory
NVDANVIDIA CorpStock86,763$24.1M1.1%−2,177−2.4%ReducedHistory
WASHWashington Trust Bancorp IncCOM688,852$23.9M1.1%−3,410−0.5%ReducedHistory
ADIAnalog Devices IncStock109,204$21.5M1.0%−1,340−1.2%ReducedHistory
PEPPepsiCo IncStock117,259$21.4M1.0%+1,342+1.2%AddedHistory
IQVIQVIA Holdings Inc.Stock106,282$21.1M1.0%−699−0.7%ReducedHistory
JNJJohnson & JohnsonStock133,792$20.7M0.9%+1,847+1.4%AddedHistory
BDXBecton Dickinson & CoStock81,516$20.2M0.9%−471−0.6%ReducedHistory
METAMeta Platforms, Inc.Stock94,258$20.0M0.9%−658−0.7%ReducedHistory
RTXRTX CorpStock202,205$19.8M0.9%+1,157+0.6%AddedHistory
TJXTJX Companies IncStock249,853$19.6M0.9%−3,140−1.2%ReducedHistory
WSOWatsco IncCOM59,643$19.0M0.9%−62,780−51.3%ReducedHistory
APTVAptiv PLCSHS168,534$18.9M0.9%−1,678−1.0%ReducedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD246,777$18.8M0.8%−844−0.3%Reduced–
MRSHMarsh & McLennan Companies, Inc.Stock110,861$18.5M0.8%−707−0.6%ReducedHistory
BLKBlackRock, Inc.COM27,576$18.5M0.8%−177−0.6%ReducedHistory
ADPAutomatic Data Processing IncStock82,084$18.3M0.8%−696−0.8%ReducedHistory
CVSCVS Health CorpStock245,881$18.3M0.8%+4,233+1.8%AddedHistory
PYPLPayPal Holdings, Inc.Stock240,373$18.3M0.8%+5,392+2.3%AddedHistory
SYKStryker CorpStock61,632$17.6M0.8%+240.0%AddedHistory
EQIXEquinix IncCOM24,040$17.3M0.8%−149−0.6%ReducedHistory
SYYSysco CorpStock217,786$16.8M0.8%+15,469+7.6%AddedHistory
COSTCostco Wholesale CorpStock33,807$16.8M0.8%−376−1.1%ReducedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF167,579$16.7M0.8%−4,507−2.6%Reduced–
VRSKVerisk Analytics, Inc.COM86,481$16.6M0.7%−1,604−1.8%ReducedHistory
MDLZMondelez International, Inc.Stock234,020$16.3M0.7%−3,774−1.6%ReducedHistory
HONHoneywell International IncCOM84,858$16.2M0.7%−307−0.4%ReducedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF324,540$15.8M0.7%+5,225+1.6%Added–
WMTWalmart Inc.Stock106,366$15.7M0.7%−979−0.9%ReducedHistory
iShares Core MSCI Eafe ETF46432F842ETF233,029$15.6M0.7%+10,857+4.9%Added–
SPGIS&P Global Inc.Stock44,709$15.4M0.7%+3,848+9.4%AddedHistory
iShares Tr464288612INTRM GOV CR ETF146,485$15.3M0.7%−1,142−0.8%Reduced–
WABWestinghouse Air Brake Technologies CorpStock150,173$15.2M0.7%+10,906+7.8%AddedHistory
LMTLockheed Martin CorpStock31,290$14.8M0.7%−104−0.3%ReducedHistory
KLACKLA CorpCOM NEW36,393$14.5M0.7%−640−1.7%ReducedHistory
PFEPfizer IncStock340,137$13.9M0.6%−1690.0%ReducedHistory
QCOMQualcomm IncStock106,487$13.6M0.6%+12,652+13.5%AddedHistory
CMCSAComcast CorpStock354,979$13.5M0.6%+6,368+1.8%AddedHistory
AMTAmerican Tower CorpREIT65,711$13.4M0.6%+304+0.5%AddedHistory
JJacobs Solutions Inc.COM111,965$13.2M0.6%+14,517+14.9%AddedHistory
ADBEAdobe Inc.Stock34,079$13.1M0.6%+5,260+18.3%AddedHistory
CRMSalesforce, Inc.Stock65,525$13.1M0.6%+2,493+4.0%AddedHistory
CSCOCisco Systems, Inc.Stock250,161$13.1M0.6%−839−0.3%ReducedHistory
ASMLASML Holding NVADR19,153$13.0M0.6%−81−0.4%ReducedHistory
ABTAbbott LaboratoriesStock126,929$12.9M0.6%+123+0.1%AddedHistory
PGProcter & Gamble CoStock86,322$12.8M0.6%+321+0.4%AddedHistory
BABoeing CoStock58,609$12.5M0.6%+3,805+6.9%AddedHistory
BKNGBooking Holdings Inc.Stock4,544$12.1M0.5%+65+1.5%AddedHistory
ISRGIntuitive Surgical IncCOM NEW46,772$11.9M0.5%+3,104+7.1%AddedHistory
iShares Core S&P Small Cap ETF464287804ETF123,531$11.9M0.5%+6,417+5.5%Added–
AMGNAmgen IncStock48,584$11.7M0.5%−488−1.0%ReducedHistory
CBChubb LtdStock57,375$11.1M0.5%+104+0.2%AddedHistory
TAT&T Inc.Stock576,087$11.1M0.5%+12,971+2.3%AddedHistory
AKAMAkamai Technologies IncCOM132,243$10.4M0.5%+3,446+2.7%AddedHistory
VZVerizon Communications IncStock255,596$9.94M0.4%+2,467+1.0%AddedHistory
BRBroadridge Financial Solutions, Inc.Stock66,782$9.79M0.4%−258−0.4%ReducedHistory
DISWalt Disney CoStock97,222$9.73M0.4%+4,176+4.5%AddedHistory
UBERUber Technologies, IncStock305,702$9.69M0.4%+63,352+26.1%AddedHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF170,835$9.13M0.4%−184−0.1%Reduced–
WMWaste Management IncStock54,433$8.88M0.4%+946+1.8%AddedHistory
AMCRAmcor plcORD770,929$8.77M0.4%+18,086+2.4%AddedHistory
iShares MSCI Eafe ETF464287465ETF112,917$8.08M0.4%+5,168+4.8%Added–
MDTMedtronic plcStock97,484$7.86M0.4%+2,805+3.0%AddedHistory
Vanguard Dividend Appreciation ETF921908844ETF50,689$7.81M0.4%+2,328+4.8%Added–
GLWCorning IncCOM213,116$7.52M0.3%+15,525+7.9%AddedHistory
LYVLive Nation Entertainment, Inc.COM105,649$7.40M0.3%+48,065+83.5%AddedHistory
DDominion Energy, IncStock124,262$6.95M0.3%+3,444+2.9%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF31,444$6.42M0.3%+1,122+3.7%Added–
iShares Tips Bond ETF464287176ETF54,481$6.01M0.3%−958−1.7%Reduced–
Schwab US Tips ETF808524870ETF96,357$5.17M0.2%+540+0.6%Added–
ABBVAbbVie Inc.Stock31,158$4.97M0.2%−326−1.0%ReducedHistory
CTSHCognizant Technology Solutions CorpCL A81,157$4.94M0.2%−1,171−1.4%ReducedHistory
iShares Core S&P Mid-Cap ETF464287507ETF18,725$4.68M0.2%+3,675+24.4%Added–
FISFidelity National Information Services, Inc.Stock85,928$4.67M0.2%+4,088+5.0%AddedHistory
BRK.BBerkshire Hathaway IncStock14,681$4.53M0.2%−234−1.6%ReducedHistory
PNCPNC Financial Services Group, Inc.Stock34,876$4.43M0.2%−34,935−50.0%ReducedHistory
iShares Tr464287788U.S. FINLS ETF62,087$4.42M0.2%+60,855+4,939.5%Added–
Paramount Global92556H206CL B189,203$4.22M0.2%+9,381+5.2%Added–
XOMExxonMobil Holdings CorpCOM36,454$4.00M0.2%−1,039−2.8%ReducedHistory
ROPRoper Technologies IncStock8,842$3.90M0.2%−20,674−70.0%ReducedHistory

Sold out since Q4 2022 (52)

Positions held at the end of Q4 2022 that are gone from this filing.

Positions of Washington Trust Co sold out since Q4 2022
SecurityClassShares in Q4 2022Value in Q4 2022% of portfolio in Q4 2022History
IAAIAA, Inc.COM34,912$1.40M0.1%History
PENPenumbra IncCOM250$55.6K<0.1%History
BIOBio-Rad Laboratories, Inc.CL A78$32.8K<0.1%History
Innovator ETFs Tr45782C102IBD 50 ETF975$21.3K<0.1%–
ARK Innovation ETF00214Q104ETF480$15.0K<0.1%–
ARK ETF Tr00214Q609ISRAEL INOVATE700$12.3K<0.1%–
DKSDick's Sporting Goods, Inc.Stock100$12.0K<0.1%History
VXXBarclays Bank PLCETF845$11.9K<0.1%History
AAPAdvance Auto Parts IncCOM70$10.3K<0.1%History
TSCOTractor Supply CoCOM26$5.85K<0.1%History
BCSBarclays PLCADR704$5.49K<0.1%History
LKQLKQ CorpCOM100$5.34K<0.1%History
GLPIGaming & Leisure Properties, Inc.COM100$5.21K<0.1%History
iShares Tr464288174GL TIMB FORE ETF70$5.09K<0.1%–
THCTenet Healthcare CorpCOM NEW100$4.88K<0.1%History
FERGFerguson Enterprises Inc.SHS38$4.83K<0.1%History
HIHillenbrand, Inc.COM100$4.27K<0.1%History
OCOwens CorningStock49$4.18K<0.1%History
BWABorgwarner IncCOM100$4.03K<0.1%History
MDCSekisui House U.S., Inc.COM101$3.19K<0.1%History
NRGNRG Energy, Inc.Stock100$3.18K<0.1%History
BALYBally's CorpCOM154$2.98K<0.1%History
PSOPearson PLCSPONSORED ADR231$2.60K<0.1%History
Nextera Energy Inc65339F770UNIT 99/99/999951$2.59K<0.1%–
SEMSelect Medical Holdings CorpCOM100$2.48K<0.1%History
UPBDUpbound Group, Inc.COM110$2.48K<0.1%History
EAFGraftech International LtdCOM520$2.48K<0.1%History
NTAPNetApp, Inc.Stock41$2.46K<0.1%History
PINSPinterest, Inc.CL A99$2.40K<0.1%History
MUMicron Technology IncStock48$2.40K<0.1%History
CALCaleres IncCOM100$2.23K<0.1%History
OLPOne Liberty Properties IncCOM100$2.22K<0.1%History
MAAMid America Apartment Communities Inc.COM13$2.04K<0.1%History
AGSPlayAGS, Inc.COM400$2.04K<0.1%History
NXGNNextgen Healthcare, Inc.COM100$1.88K<0.1%History
QDELQuidelOrtho CorpCOM21$1.80K<0.1%History
TAPMolson Coors Beverage CoCL B34$1.75K<0.1%History
HBNCHorizon Bancorp IncCOM111$1.67K<0.1%History
SAMBoston Beer Co IncCL A5$1.65K<0.1%History
HCSGHealthcare Services Group IncCOM123$1.48K<0.1%History
CARSCars.com Inc.COM100$1.38K<0.1%History
GWRSGlobal Water Resources, Inc.COM100$1.33K<0.1%History
THOThor Industries IncCOM15$1.13K<0.1%History
BGBunge Global SACOM11$1.10K<0.1%History
RSReliance, Inc.COM5$1.01K<0.1%History
First Rep BK San Francisco C33616C100COM8$975<0.1%–
CACCCredit Acceptance CorpCOM2$949<0.1%History
UMPQUmpqua Holdings CorpCOM51$910<0.1%History
CUZCousins Properties IncCOM NEW31$784<0.1%History
ONOn Semiconductor CorpStock8$499<0.1%History
APYXApyx Medical CorpCOM200$468<0.1%History
LBRDALiberty Broadband CorpCOM SER A3$228<0.1%History