Carson Wealth (CWM LLC)’s Washington Trust Bancorp WASH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $292K | Buy |
8,734
+929
| +12% | +$30.6K | ﹤0.01% | 2401 |
|
|
2025
Q4 | $231K | Sell |
7,805
-9,307
| -54% | -$265K | ﹤0.01% | 2455 |
|
|
2025
Q3 | $495K | Buy |
17,112
+4,611
| +37% | +$133K | ﹤0.01% | 1809 |
|
|
2025
Q2 | $354K | Buy |
12,501
+734
| +6% | +$20.4K | ﹤0.01% | 1763 |
|
|
2025
Q1 | $363K | Buy |
11,767
+6,741
| +134% | +$213K | ﹤0.01% | 1581 |
|
|
2024
Q4 | $158K | Sell |
5,026
-22
| -0.4% | -$763 | ﹤0.01% | 1985 |
|
|
2024
Q3 | $163K | Buy |
5,048
+1,902
| +60% | +$58.1K | ﹤0.01% | 1873 |
|
|
2024
Q2 | $86K | Buy |
3,146
+725
| +30% | +$18.8K | ﹤0.01% | 2079 |
|
|
2024
Q1 | $65K | Sell |
2,421
-247
| -9% | -$6.78K | ﹤0.01% | 2137 |
|
|
2023
Q4 | $86K | Sell |
2,668
-131
| -5% | -$3.57K | ﹤0.01% | 1848 |
|
|
2023
Q3 | $74K | Buy |
2,799
+243
| +10% | +$6.94K | ﹤0.01% | 1830 |
|
|
2023
Q2 | $69K | Buy |
2,556
+1,517
| +146% | +$42.4K | ﹤0.01% | 1786 |
|
|
2023
Q1 | $36K | Buy |
1,039
+519
| +100% | +$21.9K | ﹤0.01% | 2102 |
|
|
2022
Q4 | $25K | Buy |
520
+20
| +4% | +$962 | ﹤0.01% | 2220 |
|
|
2022
Q3 | $23K | Hold |
500
| – | – | ﹤0.01% | 2153 |
|
|
2022
Q2 | $24K | Hold |
500
| – | – | ﹤0.01% | 2015 |
|
|
2022
Q1 | $26K | Sell |
500
-217
| -30% | -$12.1K | ﹤0.01% | 1933 |
|
|
2021
Q4 | $40K | Buy |
+717
| New | +$39.9K | ﹤0.01% | 1669 |
|
|
2021
Q2 | $36K | Hold |
700
| – | – | ﹤0.01% | 1549 |
|
|
2021
Q1 | $36K | Hold |
700
| – | – | ﹤0.01% | 1549 |
|
|
2020
Q4 | $36K | Hold |
700
| – | – | ﹤0.01% | 1549 |
|
|
2020
Q3 | $36K | Hold |
700
| – | – | ﹤0.01% | 1549 |
|
|
2020
Q2 | $36K | Hold |
700
| – | – | ﹤0.01% | 1549 |
|
|
2020
Q1 | $36K | Hold |
700
| – | – | ﹤0.01% | 1549 |
|
|
2019
Q4 | $36K | Hold |
700
| – | – | ﹤0.01% | 1549 |
|
|
2019
Q3 | $36K | Hold |
700
| – | – | ﹤0.01% | 1549 |
|
|
2019
Q2 | $36K | Hold |
700
| – | – | ﹤0.01% | 1549 |
|
|
2019
Q1 | $36K | Sell |
700
-1,611
| -70% | -$82.8K | ﹤0.01% | 1549 |
|
|
2018
Q4 | $110K | Buy |
2,311
+11
| +0.5% | +$566 | ﹤0.01% | 706 |
|
|
2018
Q3 | $127K | Hold |
2,300
| – | – | ﹤0.01% | 584 |
|
|
2018
Q2 | $134K | Hold |
2,300
| – | – | ﹤0.01% | 485 |
|
|
2018
Q1 | $124K | Hold |
2,300
| – | – | ﹤0.01% | 421 |
|
|
2017
Q4 | $122K | Hold |
2,300
| – | – | 0.01% | 405 |
|
|
2017
Q3 | $132K | Hold |
2,300
| – | – | 0.01% | 375 |
|
|
2017
Q2 | $119K | Hold |
2,300
| – | – | 0.01% | 371 |
|
|
2017
Q1 | $113K | Hold |
2,300
| – | – | 0.01% | 353 |
|
|
2016
Q4 | $129K | Sell |
2,300
-1,000
| -30% | -$49K | 0.01% | 320 |
|
|
2016
Q3 | $133K | Hold |
3,300
| – | – | 0.01% | 305 |
|
|
2016
Q2 | $125K | Buy |
3,300
+3,000
| +1,000% | +$112K | 0.01% | 281 |
|
|
2016
Q1 | $11K | Hold |
300
| – | – | ﹤0.01% | 518 |
|
|
2015
Q4 | $12K | Hold |
300
| – | – | ﹤0.01% | 448 |
|
|
2015
Q3 | $12K | Buy |
+300
| New | +$11.8K | ﹤0.01% | 433 |
|
Other funds holding WASH
DMC
Carson Wealth (CWM LLC)'s WASH Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Washington Trust Bancorp (WASH) stake by 12% in Q1 2026, buying an estimated $30.6K and bringing the position to 8,734 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #2401.
Carson Wealth (CWM LLC) first reported a position in WASH in Q3 2015 and has held it in 42 quarters since. The position peaked at $495K in Q3 2025. 184 funds tracked by Wall St. Rank hold WASH as of Q1 2026.
- Carson Wealth (CWM LLC) held 8,734 shares of Washington Trust Bancorp worth $292K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 929 Washington Trust Bancorp shares in Q1 2026, an estimated $30.6K.
- Washington Trust Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2401 holding.
- Carson Wealth (CWM LLC) first reported a position in Washington Trust Bancorp in Q3 2015 and has held it in 42 quarters since.
- Carson Wealth (CWM LLC)'s Washington Trust Bancorp position peaked at $495K in Q3 2025.
- 184 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.