Washington Trust Bank

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 30, 2025), Washington Trust Bank reported 202 stock positions worth $998.3 million. Its top holding was Paccar (PCAR) at 7.4% of the portfolio, followed by Procter & Gamble (PG, 4.3%) and Microsoft (MSFT, 4.0%). Compared with Q4 2024, it opened 15 new positions, sold out of 23, added to 75 and reduced 75. The biggest buy was Marsh & McLennan Cos (MRSH, shares +7%) and the biggest sale an exit from Barnes.

Most Recent 13F
Q2 2026
Location
Spokane, WA
CIK
0000861787
Portfolio Value
$998.3M (Q1 2025)
SEC Filing
0000861787-25-000020 ↗ filed Apr 30, 2025

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $1.0B Q1 2024 Q2 2024: $1.0B Q2 2024 Q3 2024: $1.0B Q3 2024 Q4 2024: $1.0B Q4 2024 Q1 2025: $998.3M $998.3M Q1 2025 Q2 2025: $1.2B Q2 2025 Q3 2025: $1.4B Q3 2025 Q4 2025: $1.4B Q4 2025 Q1 2026: $1.4B Q1 2026 Q2 2026: $1.4B Q2 2026

Holdings 202 stocks · $998.3M

PCAR Paccar Inc. 7.41% 760,189 $74.0M Reduce -0.3%
PG The Procter & Gamble Co. 4.25% 249,031 $42.4M Reduce -0.3%
MSFT Microsoft Corp. 4.04% 107,439 $40.3M Reduce -4.3%
AAPL Apple Inc. 3.90% 175,297 $38.9M Reduce -0.5%
IVV iShares Core S&P 500 ETF 3.55% 63,143 $35.5M Reduce -0.7%
JPM JPMorgan Chase & Co. 2.42% 98,301 $24.1M Add +0.1%
AMZN Amazon.com Inc. 2.40% 126,022 $24.0M Add +1.6%
PANW Palo Alto Networks Inc. 2.34% 136,913 $23.4M Add +1.9%
NVDA Nvidia Corp. 2.33% 214,422 $23.2M Add +1.0%
MA Mastercard Inc. Class A 2.16% 39,288 $21.5M Add +2.5%
COST Costco Wholesale Corp. 2.15% 22,748 $21.5M Reduce -4.0%
EMB iShares JP Morgan Usd Emergi 2.15% 236,850 $21.5M Add +7.4%
AVGO Broadcom Inc. 2.04% 121,597 $20.4M Reduce -1.1%
NOW ServiceNow Inc. 1.92% 24,098 $19.2M Add +1.6%
AMD Advanced Micro Devices 1.78% 173,054 $17.8M Add +22.9%
TJX TJX Companies Inc. filed as TJX COS INC NEW 1.77% 145,034 $17.7M Add +3.0%
SBUX Starbucks Corp. 1.76% 179,261 $17.6M Add +5.4%
ADBE Adobe Inc. 1.69% 44,054 $16.9M Add +17.9%
HD Home Depot Inc. 1.69% 46,032 $16.9M Add +4.3%
GS Goldman Sachs Group Inc. 1.67% 30,570 $16.7M Reduce -0.3%
MRSH Marsh & McLennan Cos 1.65% 67,589 $16.5M Add +7.4%
UNH Unitedhealth Group Inc. 1.63% 30,992 $16.2M Add +0.3%
PNC PNC Financial Services Group 1.51% 85,914 $15.1M Add +4.7%
COR Cencora Inc. 1.51% 54,301 $15.1M Reduce -6.2%
RSG Republic Services Inc. 1.50% 61,933 $15.0M Reduce -4.5%
VRTX Vertex Pharmaceuticals Inc. 1.37% 28,300 $13.7M Reduce -5.1%
DE Deere & Co. 1.36% 28,904 $13.6M Reduce -1.4%
ELV Elevance Health Inc. 1.35% 30,938 $13.5M Add +5.0%
META Meta Platforms Inc. Class A 1.33% 23,070 $13.3M Add +1.4%
GOOGL Alphabet Inc. Class A 1.32% 84,927 $13.1M Add +1.6%
DIS The Walt Disney Co. filed as DISNEY WALT CO 1.27% 128,580 $12.7M Add +5.2%
MRK Merck & Co. Inc. 1.25% 138,872 $12.5M Add +1.7%
CMCSA Comcast Corp. Class A 1.17% 317,198 $11.7M Add +20.3%
IWR iShares Russell Mid-Cap ETF 1.15% 134,383 $11.4M Reduce -7.6%
LHX L3HARRIS Technologies Inc. 1.11% 53,082 $11.1M Add +6.9%
PH Parker Hannifin Corp. 1.01% 16,535 $10.1M Add +6.4%
STZ Constellation Brands Inc. Class A 0.91% 49,510 $9.1M Add +13.9%
XOM Exxon Mobil Corp. 0.85% 71,019 $8.4M Reduce -6.4%
DUK Duke Energy Corp. 0.76% 61,950 $7.6M Add +2.8%
NI Nisource Inc. 0.75% 187,950 $7.5M Reduce -5.4%
USB US Bancorp 0.71% 167,837 $7.1M Reduce -0.4%
LIN Linde PLC 0.68% 14,528 $6.8M Reduce -3.7%
VLO Valero Energy Corp. 0.67% 50,854 $6.7M Add +3.7%
COP Conocophillips 0.66% 62,764 $6.6M Add +0.8%
BND Vanguard Total Bond Market 0.65% 87,787 $6.4M Reduce -4.0%
VTI VG Morningstar TS MKT ETF-US 0.60% 21,761 $6.0M Add +4.9%
LLY Eli Lilly & Co. 0.59% 7,081 $5.8M Reduce -7.0%
MLM Martin Marietta Materials 0.56% 11,756 $5.6M Add +1.3%
VB Vanguard Most SM-Cap ETF-Usd 0.56% 25,068 $5.6M Add +21.2%
DLR Digital Realty Trust Inc. 0.54% 37,833 $5.4M Add +1.1%
PLD Prologis Inc. 0.54% 48,427 $5.4M Add +2.6%
IWD iShares Russell 1000 Value E 0.52% 27,581 $5.2M Add +84.3%
BRK.B Berkshire Hathaway Inc. Class B 0.49% 9,211 $4.9M Reduce -7.6%
SCZ iShares MSCI Eafe Small-Cap 0.45% 70,392 $4.5M Reduce -24.5%
VXUS Vanguard Total Intl Stock 0.39% 63,491 $3.9M Add +0.9%
IGF iShares Global Infrastructur 0.35% 64,053 $3.5M Reduce -17.2%
FFIV F5 Inc. 0.35% 13,000 $3.5M No change
VEA Vanguard Ftse Developed ETF 0.30% 58,894 $3.0M Reduce -11.0%
JNJ Johnson & Johnson 0.30% 17,936 $3.0M Reduce -6.4%
EEM iShares MSCI Emerging Market 0.28% 64,613 $2.8M Reduce -4.9%
ABT Abbott Laboratories 0.27% 20,407 $2.7M Reduce -3.4%
WCN Waste Connections Inc. 0.26% 13,104 $2.6M Reduce -13.7%
DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC 0.26% 72,366 $2.6M Reduce -48.9%
PM Philip Morris International 0.25% 15,998 $2.5M Reduce -5.5%
ORCL Oracle Corp. 0.24% 16,803 $2.3M Reduce -3.9%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.24% 9,082 $2.3M Add +350.3%
ABBV Abbvie Inc. 0.24% 11,207 $2.3M Reduce -20.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.23% 55,926 $2.3M Add +1.9%
MBB iShares MBS ETF 0.23% 24,860 $2.3M No change
IYR iShares US Real Estate ETF 0.23% 24,347 $2.3M Add +2.0%
IWS iShares Russell Mid-Cap Valu 0.22% 17,597 $2.2M Add +55.4%
GBCI Glacier Bancorp Inc. 0.22% 49,804 $2.2M No change
COLM Columbia Sportswear Co. 0.22% 28,839 $2.2M No change
CVX Chevron Corp. 0.22% 12,851 $2.1M Add +3.3%
IJH iShares Core S&P Midcap ETF 0.21% 35,482 $2.1M Reduce -1.0%
KNF Knife River Corp. 0.21% 22,771 $2.1M No change
MO Altria Group Inc. 0.21% 34,168 $2.1M Reduce -3.9%
GLW Corning Inc. 0.20% 43,500 $2.0M Add +14.5%
SPHD Invesco S&P 500 High Dividen 0.20% 39,536 $2.0M Add +179.5%
ADP Automatic Data Processing 0.19% 6,350 $1.9M Reduce -2.3%
IWN iShares Russell 2000 Value E 0.19% 12,803 $1.9M No change
IWO iShares Russell 2000 Growth 0.19% 7,499 $1.9M No change
ONB Old National Bancorp 0.17% 82,287 $1.7M Reduce -1.2%
VOO Vanguard S&P 500 ETF 0.17% 3,318 $1.7M Add +711.3%
MDU Mdu Resources Group Inc. 0.17% 100,341 $1.7M No change
EFA iShares MSCI Eafe ETF 0.15% 18,758 $1.5M Reduce -9.4%
IWP iShares Russell Mid-Cap Grow 0.14% 12,026 $1.4M Add +112.1%
WFC Wells Fargo & Co. 0.13% 18,736 $1.3M Add +2.0%
BA The Boeing Co. 0.13% 7,580 $1.3M Add +5.1%
MCD McDonald's Corp. 0.13% 4,093 $1.3M Add +1.8%
GOOG Alphabet Inc. Class C 0.13% 8,183 $1.3M Reduce -4.2%
WTMF Wisdomtree MGD Futures Strat 0.13% 37,390 $1.3M Reduce -39.5%
V Visa Inc. Class A 0.13% 3,585 $1.3M Add +0.1%
PEP Pepsico Inc. 0.12% 8,067 $1.2M Reduce -23.9%
VTIP Vanguard Short-Term Tips 0.12% 23,773 $1.2M Reduce -1.2%
VWO Vanguard Ftse Emerging Marke 0.11% 25,250 $1.1M Reduce -0.1%
VNQ Vanguard Real Estate ETF 0.11% 12,588 $1.1M Add +3.4%
WMT Walmart Inc. 0.11% 12,565 $1.1M Add +15.0%
UNP Union Pacific Corp. 0.10% 4,431 $1.0M Reduce -0.7%
IVW iShares S&P 500 Growth ETF 0.10% 11,133 $1.0M Reduce -4.3%

Show all 202 holdings

Portfolio Sells Q4 2024 → Q1 2025

BARNES GROUP INC Sold out 0.00% −0.80
AVGO Broadcom Inc. Reduce -1.1% 2.04% −0.70
BRK.A Berkshire Hathaway Inc. Class A Sold out 0.00% −0.52
MSFT Microsoft Corp. Reduce -4.3% 4.04% −0.51
AAPL Apple Inc. Reduce -0.5% 3.90% −0.34
PCAR Paccar Inc. Reduce -0.3% 7.41% −0.20
DJP Ipath Bloomberg Commodity Inc. Reduce -48.9% 0.26% −0.18
ADI Analog Devices Inc. Reduce -71.8% 0.05% −0.14
SCZ iShares MSCI Eafe Small-Cap Reduce -24.5% 0.45% −0.10
IWR iShares Russell Mid-Cap ETF Reduce -7.6% 1.15% −0.09
IWM iShares Russell 2000 ETF Reduce -78.4% 0.02% −0.08
WTMF Wisdomtree MGD Futures Strat Reduce -39.5% 0.13% −0.08
USB US Bancorp Reduce -0.4% 0.71% −0.06
EFG iShares MSCI Eafe Growth ETF Reduce -48.1% 0.07% −0.05
CAT Caterpillar Inc. Reduce -54.6% 0.04% −0.05
ORCL Oracle Corp. Reduce -3.9% 0.24% −0.04
IVV iShares Core S&P 500 ETF Reduce -0.7% 3.55% −0.04
ROP Roper Technologies Inc. Reduce -55.1% 0.04% −0.04
IGF iShares Global Infrastructur Reduce -17.2% 0.35% −0.04
XLI SS Industrial Select Sector Sold out 0.00% −0.04
AXP American Express Co. Reduce -48.8% 0.03% −0.04
SYY Sysco Corp. Sold out 0.00% −0.04
TSLA Tesla Inc. Sold out 0.00% −0.03
MAC The Macerich Co. Sold out 0.00% −0.03
PEP Pepsico Inc. Reduce -23.9% 0.12% −0.03
HYMB SS SPDR N Ice HY Muni ETF Reduce -58.6% 0.02% −0.03
TGT Target Corp. Sold out 0.00% −0.03
DHI D.R. Horton Inc. Sold out 0.00% −0.03
LEN Lennar Corp. Class A Sold out 0.00% −0.03
LMT Lockheed Martin Corp. Reduce -37.9% 0.05% −0.03
VAW Vanguard Materials ETF Sold out 0.00% −0.03
GILD Gilead Sciences Inc. Sold out 0.00% −0.03
GOOG Alphabet Inc. Class C Reduce -4.2% 0.13% −0.03
OXY Occidental Petroleum Corp. Sold out 0.00% −0.03
XLU St Sr Utl SL SE SPDR ETF-Usd Sold out 0.00% −0.03
NKE Nike Inc. Class B Sold out 0.00% −0.03
QCOM Qualcomm Inc. Sold out 0.00% −0.03
APA Apa Corp. Sold out 0.00% −0.03
NVR NVR Inc. Sold out 0.00% −0.03
T AT&T Inc. Sold out 0.00% −0.02
HON Honeywell International Inc. Reduce -49.7% 0.02% −0.02
BSV Vanguard Short-Term Bond ETF Sold out 0.00% −0.02
OVV Ovintiv Inc. Sold out 0.00% −0.02
EBAY eBay Inc. Sold out 0.00% −0.02
IEMG iShares Core MSCI Emerging Sold out 0.00% −0.02
CVE Cenovus Energy Inc. Sold out 0.00% −0.02
GS Goldman Sachs Group Inc. Reduce -0.3% 1.67% −0.01
AMGN Amgen Inc. Reduce -32.9% 0.06% −0.01
IWF iShares Russell 1000 Growth Reduce -24.5% 0.03% −0.01
FITB Fifth Third Bancorp Reduce -8.8% 0.08% −0.01

Portfolio Buys Q4 2024 → Q1 2025

MRSH Marsh & McLennan Cos Add +7.4% 1.65% +0.37
ELV Elevance Health Inc. Add +5.0% 1.35% +0.30
SBUX Starbucks Corp. Add +5.4% 1.76% +0.27
EMB iShares JP Morgan Usd Emergi Add +7.4% 2.15% +0.26
IWD iShares Russell 1000 Value E Add +84.3% 0.52% +0.25
CMCSA Comcast Corp. Class A Add +20.3% 1.17% +0.22
MA Mastercard Inc. Class A Add +2.5% 2.16% +0.22
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +350.3% 0.24% +0.18
JPM JPMorgan Chase & Co. Add +0.1% 2.42% +0.15
VOO Vanguard S&P 500 ETF Add +711.3% 0.17% +0.15
AMD Advanced Micro Devices Add +22.9% 1.78% +0.15
TJX TJX Companies Inc. Add +3.0% 1.77% +0.14
SPHD Invesco S&P 500 High Dividen Add +179.5% 0.20% +0.13
DUK Duke Energy Corp. Add +2.8% 0.76% +0.13
UNH Unitedhealth Group Inc. Add +0.3% 1.63% +0.13
LHX L3HARRIS Technologies Inc. Add +6.9% 1.11% +0.11
ADBE Adobe Inc. Add +17.9% 1.69% +0.10
VLO Valero Energy Corp. Add +3.7% 0.67% +0.10
ECG Everus Construction Group New 0.09% +0.09
IWS iShares Russell Mid-Cap Valu Add +55.4% 0.22% +0.08
VB Vanguard Most SM-Cap ETF-Usd Add +21.2% 0.56% +0.08
BWIN Baldwin Insurance Group Inc./ New 0.08% +0.08
IWP iShares Russell Mid-Cap Grow Add +112.1% 0.14% +0.07
COP Conocophillips Add +0.8% 0.66% +0.07
PLD Prologis Inc. Add +2.6% 0.54% +0.06
PH Parker Hannifin Corp. Add +6.4% 1.01% +0.06
META Meta Platforms Inc. Class A Add +1.4% 1.33% +0.05
CVX Chevron Corp. Add +3.3% 0.22% +0.04
HD Home Depot Inc. Add +4.3% 1.69% +0.04
VXUS Vanguard Total Intl Stock Add +0.9% 0.39% +0.04
JMUB JPMorgan Municipal ETF Add +85.3% 0.07% +0.03
TRV The Travelers Cos Inc. New 0.03% +0.03
NFLX Netflix Inc. New 0.03% +0.03
DFAC Dimensional US Core Equity 2 New 0.03% +0.03
UL Unilever PLC New 0.03% +0.03
GLW Corning Inc. Add +14.5% 0.20% +0.03
F Ford Motor Co. New 0.03% +0.03
ALL Allstate Corp. New 0.02% +0.02
AWK American Water Works Co. Inc. New 0.02% +0.02
ACI Albertsons Cos Inc. Class A New 0.02% +0.02
FDX FedEx Corp. New 0.02% +0.02
VTI VG Morningstar TS MKT ETF-US Add +4.9% 0.60% +0.02
GM General Motors Co. New 0.02% +0.02
EPD Enterprise Products Partners New 0.02% +0.02
GE General Electric New 0.02% +0.02
LYB Lyondellbasell Indu Class A New 0.02% +0.02
IYR iShares US Real Estate ETF Add +2.0% 0.23% +0.02
CSCO Cisco Systems Inc. Add +11.6% 0.10% +0.02
V Visa Inc. Class A Add +0.1% 0.13% +0.02
MCD McDonald's Corp. Add +1.8% 0.13% +0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 206$1.4BDFAE, DFAS, PCAR, AAPL, DFIV
Q1 2026 207$1.4BDFAE, PCAR, DFAS, AAPL, DFIV
Q4 2025 197$1.4BDFAE, PCAR, DFAS, MSFT, AAPL
Q3 2025 199$1.4BMSFT, DFAS, DFAE, PCAR, AAPL
Q2 2025 198$1.2BPCAR, MSFT, AAPL, NVDA, DFAS
Q1 2025 202$998.3MPCAR, PG, MSFT, AAPL, IVV
Q4 2024 210$1.0BPCAR, MSFT, AAPL, PG, IVV
Q3 2024 218$1.0BPCAR, MSFT, PG, AAPL, IVV
Q2 2024 204$1.0BPCAR, MSFT, PG, AAPL, IVV
Q1 2024 223$1.0BPCAR, MSFT, PG, IVV, AAPL