Boston Trust Walden Corp
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 24, 2026), Boston Trust Walden Corp reported 396 stock positions worth $13.1 billion. Its top holding was Apple (AAPL) at 3.2% of the portfolio, followed by Microsoft (MSFT, 2.7%) and Alphabet Class A (GOOGL, 2.2%). Compared with Q1 2026, it opened 16 new positions, sold out of 9, added to 84 and reduced 222. The biggest buy was Mettler-Toledo International (MTD, shares +102%) and the biggest sale an exit from Exxon Mobil (XOM).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001534866
- Portfolio Value
- $13.1B (Q2 2026)
- SEC Filing
- 0001534866-26-000005 ↗ filed Jul 24, 2026
Holdings Value
Holdings 396 stocks · $13.1B
| AAPL Apple Inc. | 3.20% | 1,452,559 | $420.3M | Reduce -2.5% |
| MSFT Microsoft Corp. | 2.73% | 961,305 | $358.6M | Reduce -0.8% |
| GOOGL Alphabet Inc. Class A | 2.21% | 812,426 | $290.3M | Reduce -5.5% |
| GOOG Alphabet Inc. Class C | 2.00% | 742,061 | $262.2M | Reduce -4.0% |
| NVDA Nvidia Corp. | 1.92% | 1,262,697 | $252.7M | Add +14.5% |
| JPM JPMorgan Chase & Co. | 1.81% | 726,541 | $237.8M | Reduce -1.8% |
| AMAT Applied Materials Inc. | 1.27% | 231,137 | $167.1M | Reduce -18.8% |
| DCI Donaldson Co. Inc. | 1.26% | 1,846,607 | $165.8M | Reduce -2.8% |
| HUBB Hubbell Inc. | 1.26% | 316,270 | $165.5M | Reduce -3.6% |
| ATR Aptargroup Inc. | 1.24% | 1,303,726 | $163.2M | Reduce -3.4% |
| V Visa Inc. Class A | 1.22% | 466,632 | $160.1M | Reduce -2.0% |
| JNJ Johnson & Johnson | 1.12% | 580,833 | $147.5M | Reduce -2.2% |
| AIT Applied Industrial Tech Inc. | 1.10% | 427,345 | $144.5M | Reduce -2.8% |
| WTS Watts Water Technologies-A | 1.10% | 368,967 | $144.4M | Reduce -2.6% |
| CINF Cincinnati Financial Corp. | 1.04% | 737,311 | $136.5M | Reduce -2.5% |
| LFUS Littelfuse Inc. | 1.03% | 298,327 | $135.8M | Add +2.4% |
| QLYS Qualys Inc. | 1.03% | 984,889 | $135.4M | Reduce -2.5% |
| CSCO Cisco Systems Inc. | 1.03% | 1,147,532 | $134.8M | Reduce -9.7% |
| GMED Globus Medical Inc. Class A | 0.95% | 1,573,361 | $124.3M | Add +25.4% |
| CBSH Commerce Bancshares Inc. | 0.93% | 2,114,015 | $122.1M | Add +9.3% |
| CFR Cullen/Frost Bankers Inc. | 0.86% | 732,331 | $113.2M | Reduce -24.3% |
| KLAC KLA Corp. | 0.85% | 370,140 | $111.7M | Reduce -4.7% |
| BMI Badger Meter Inc. | 0.82% | 728,961 | $108.2M | Add +37.5% |
| MTD Mettler-Toledo International | 0.82% | 84,386 | $107.8M | Add +102.4% |
| JAZZ Jazz Pharmaceuticals PLC | 0.81% | 443,123 | $106.8M | Reduce -9.3% |
| COST Costco Wholesale Corp. | 0.79% | 110,811 | $103.7M | Reduce -1.8% |
| AYI Acuity Inc. | 0.78% | 270,642 | $101.9M | Add +7.1% |
| CB Chubb Ltd. | 0.77% | 298,391 | $101.7M | Reduce -2.3% |
| IBOC International Bancshares CRP | 0.76% | 1,306,605 | $99.2M | Add +20.1% |
| CHH Choice Hotels Intl Inc. | 0.75% | 898,930 | $99.1M | Reduce -3.4% |
| CVCO Cavco Industries Inc. | 0.73% | 155,713 | $95.7M | Add +11.4% |
| NTAP Netapp Inc. | 0.72% | 615,074 | $95.2M | Reduce -2.6% |
| WTRG Essential Utilities Inc. | 0.72% | 2,463,461 | $94.4M | Reduce -0.7% |
| DE Deere & Co. | 0.72% | 148,568 | $94.2M | Reduce -4.4% |
| CHE Chemed Corp. | 0.71% | 201,275 | $93.7M | Reduce -1.9% |
| STAG Stag Industrial Inc. | 0.71% | 2,440,479 | $92.9M | Reduce -4.3% |
| SYK Stryker Corp. | 0.70% | 293,589 | $92.4M | Add +4.8% |
| SFM Sprouts Farmers Market Inc. | 0.70% | 1,085,030 | $91.8M | Add +5.8% |
| ROST Ross Stores Inc. | 0.69% | 426,717 | $90.8M | Reduce -11.4% |
| ATEN A10 Networks Inc. | 0.69% | 2,416,808 | $90.3M | Add +11.2% |
| ADP Automatic Data Processing | 0.68% | 401,279 | $89.9M | Reduce -1.9% |
| SNA Snap-on Inc. | 0.68% | 222,681 | $89.6M | Reduce -1.5% |
| UFPT Ufp Technologies Inc. | 0.68% | 336,278 | $89.2M | Add +6.1% |
| IEX Idex Corp. | 0.67% | 390,195 | $88.6M | Reduce -13.8% |
| NDSN Nordson Corp. | 0.67% | 293,381 | $88.5M | Reduce -2.8% |
| SEIC Sei Investments Company | 0.66% | 991,300 | $86.9M | Reduce -4.7% |
| HALO Halozyme Therapeutics Inc. | 0.65% | 1,083,062 | $84.8M | Add +59.4% |
| MEDP Medpace Holdings Inc. | 0.63% | 155,517 | $82.4M | Add +10.6% |
| UNP Union Pacific Corp. | 0.62% | 298,657 | $81.2M | Reduce -3.6% |
| JLL Jones Lang Lasalle Inc. | 0.62% | 261,620 | $81.1M | Reduce -2.6% |
| OGS One Gas Inc. | 0.61% | 1,045,444 | $80.6M | Reduce -3.8% |
| AM Antero Midstream Corp. | 0.60% | 3,451,218 | $78.5M | Add +0.6% |
| LECO Lincoln Electric Holdings | 0.60% | 295,611 | $78.5M | Reduce -3.4% |
| ALLE Allegion PLC | 0.59% | 555,495 | $78.0M | Reduce -2.0% |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.59% | 882,941 | $77.0M | Reduce -3.2% |
| AXP American Express Co. | 0.58% | 224,471 | $75.9M | Reduce -0.9% |
| POWI Power Integrations Inc. | 0.56% | 882,471 | $73.9M | Add +52.8% |
| FFIV F5 Inc. | 0.56% | 177,380 | $73.8M | Add +0.0% |
| EXPD Expeditors Intl Wash Inc. | 0.55% | 442,135 | $72.1M | Reduce -2.3% |
| AFG American Financial Group Inc. | 0.54% | 509,809 | $71.3M | Reduce -3.0% |
| GWW WW Grainger Inc. | 0.54% | 52,153 | $70.9M | Reduce -2.8% |
| IDA Idacorp Inc. | 0.54% | 467,365 | $70.7M | Reduce -2.5% |
| PEP Pepsico Inc. | 0.53% | 514,132 | $69.6M | Reduce -0.8% |
| VLTO Veralto Corp. | 0.53% | 778,667 | $69.1M | Add +155.5% |
| RPM RPM International Inc. | 0.52% | 613,484 | $68.2M | Reduce -2.7% |
| ACLS Axcelis Technologies Inc. | 0.52% | 359,256 | $68.1M | Reduce -5.1% |
| SYY Sysco Corp. | 0.51% | 806,060 | $67.4M | Reduce -8.5% |
| CRL Charles River Laboratories | 0.50% | 288,917 | $65.5M | Add +1.2% |
| WSM Williams-Sonoma Inc. | 0.49% | 275,152 | $64.1M | Add +19.0% |
| STE Steris PLC | 0.48% | 300,450 | $63.3M | Reduce -2.4% |
| UNH Unitedhealth Group Inc. | 0.48% | 151,891 | $63.1M | Reduce -1.1% |
| PLXS Plexus Corp. | 0.48% | 208,024 | $62.5M | Reduce -29.8% |
| TXRH Texas Roadhouse Inc. | 0.47% | 316,558 | $61.2M | Add +37.1% |
| MGY Magnolia Oil & Gas Corp. Class A | 0.46% | 2,384,760 | $61.0M | Reduce -26.1% |
| PG The Procter & Gamble Co. | 0.45% | 407,243 | $59.7M | Reduce -0.7% |
| VMI Valmont Industries | 0.45% | 101,945 | $58.9M | Add +8.7% |
| ON On Semiconductor | 0.45% | 622,620 | $58.9M | Reduce -40.0% |
| DT Dynatrace Inc. | 0.44% | 1,310,606 | $57.5M | Add +16.7% |
| MRK Merck & Co. Inc. | 0.44% | 447,062 | $57.4M | Reduce -1.4% |
| TEL Te Connectivity PLC | 0.43% | 282,282 | $56.9M | Reduce -0.4% |
| AMZN Amazon.com Inc. | 0.43% | 236,568 | $56.4M | Add +0.5% |
| FDS Factset Research Systems Inc. | 0.42% | 242,449 | $55.8M | Reduce -5.2% |
| CBOE Cboe Global Markets Inc. | 0.42% | 228,885 | $55.5M | Reduce -2.6% |
| NTRS Northern Trust Corp. | 0.42% | 313,875 | $54.6M | Reduce -23.9% |
| BALL Ball Corp. | 0.41% | 870,804 | $54.3M | Add +32.0% |
| EWBC East West Bancorp Inc. | 0.41% | 418,269 | $54.0M | Reduce -17.9% |
| META Meta Platforms Inc. Class A | 0.41% | 95,112 | $53.6M | Reduce -1.1% |
| LSTR Landstar System Inc. | 0.40% | 255,425 | $52.8M | Reduce -5.1% |
| AZO AutoZone Inc. | 0.40% | 16,480 | $52.7M | Reduce -0.6% |
| AVY Avery Dennison Corp. | 0.39% | 314,528 | $51.1M | Reduce -2.9% |
| ITW Illinois Tool Works | 0.38% | 186,437 | $50.4M | Reduce -1.0% |
| NYT New York Times Co. Class A | 0.38% | 711,314 | $49.8M | Reduce -4.4% |
| CPT Camden Property Trust | 0.38% | 434,506 | $49.7M | Reduce -1.7% |
| MSM MSC Industrial Direct Co. Class A | 0.38% | 415,440 | $49.4M | Reduce -14.6% |
| MAS Masco Corp. | 0.37% | 602,943 | $49.1M | Reduce -15.5% |
| LAMR Lamar Advertising Co. Class A | 0.37% | 312,768 | $48.8M | Add +0.1% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.37% | 353,727 | $48.7M | Reduce -2.9% |
| ATO Atmos Energy Corp. | 0.37% | 281,447 | $48.5M | Reduce -13.4% |
| ORCL Oracle Corp. | 0.37% | 327,287 | $48.0M | Reduce -8.4% |
| ACN Accenture PLC Class A | 0.36% | 384,125 | $47.8M | Reduce -4.2% |
Portfolio Sells Q1 2026 → Q2 2026
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.85 |
| COO The Cooper Cos Inc. | Reduce -74.4% | 0.16% | −0.52 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -85.8% | 0.06% | −0.38 |
| MGY Magnolia Oil & Gas Corp. Class A | Reduce -26.1% | 0.46% | −0.37 |
| PRGS Progress Software Corp. | Sold out | 0.00% | −0.36 |
| CHKP Check Point Software Tech | Reduce -97.0% | 0.01% | −0.33 |
| DOX Amdocs Ltd. | Reduce -91.5% | 0.02% | −0.32 |
| ACN Accenture PLC Class A | Reduce -4.2% | 0.36% | −0.29 |
| AOS Smith (a.o.) Corp. | Reduce -44.0% | 0.28% | −0.29 |
| SMPL The Simply Good Foods Co. | Reduce -50.8% | 0.18% | −0.25 |
| CFR Cullen/Frost Bankers Inc. | Reduce -24.3% | 0.86% | −0.23 |
| MSFT Microsoft Corp. | Reduce -0.8% | 2.73% | −0.22 |
| IDCC Interdigital Inc. | Reduce -98.1% | 0.00% | −0.19 |
| ROST Ross Stores Inc. | Reduce -11.4% | 0.69% | −0.17 |
| MZTI The Marzetti Company | Reduce -50.0% | 0.10% | −0.16 |
| OGS One Gas Inc. | Reduce -3.8% | 0.61% | −0.16 |
| ATR Aptargroup Inc. | Reduce -3.4% | 1.24% | −0.16 |
| AMPH Amphastar Pharmaceuticals Inc. | Sold out | 0.00% | −0.15 |
| BJ Bj's Wholesale Club Holdings | Reduce -3.2% | 0.59% | −0.15 |
| MRSH Marsh & McLennan Cos | Reduce -43.6% | 0.14% | −0.14 |
| COST Costco Wholesale Corp. | Reduce -1.8% | 0.79% | −0.14 |
| NYT New York Times Co. Class A | Reduce -4.4% | 0.38% | −0.13 |
| PEP Pepsico Inc. | Reduce -0.8% | 0.53% | −0.13 |
| EXLS Exlservice Holdings Inc. | Reduce -45.4% | 0.10% | −0.13 |
| ATO Atmos Energy Corp. | Reduce -13.4% | 0.37% | −0.12 |
| CBOE Cboe Global Markets Inc. | Reduce -2.6% | 0.42% | −0.12 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −0.11 |
| WTRG Essential Utilities Inc. | Reduce -0.7% | 0.72% | −0.10 |
| JKHY Jack Henry & Associates Inc. | Reduce -2.9% | 0.37% | −0.10 |
| PBH Prestige Consumer Healthcare | Reduce -5.2% | 0.22% | −0.09 |
| IBP Installed Building Products | Reduce -5.4% | 0.29% | −0.09 |
| ZBH Zimmer Biomet Holdings Inc. | Reduce -9.6% | 0.34% | −0.09 |
| CMCSA Comcast Corp. Class A | Reduce -77.3% | 0.02% | −0.08 |
| ALLE Allegion PLC | Reduce -2.0% | 0.59% | −0.08 |
| COP Conocophillips | Reduce -2.5% | 0.20% | −0.08 |
| ON On Semiconductor | Reduce -40.0% | 0.45% | −0.08 |
| STE Steris PLC | Reduce -2.4% | 0.48% | −0.08 |
| ADI Analog Devices Inc. | Reduce -32.2% | 0.27% | −0.08 |
| ATMU Atmus Filtration Technologie | Reduce -5.4% | 0.28% | −0.07 |
| IWM iShares Russell 2000 ETF | Reduce -62.9% | 0.05% | −0.07 |
| AVY Avery Dennison Corp. | Reduce -2.9% | 0.39% | −0.07 |
| JNJ Johnson & Johnson | Reduce -2.2% | 1.12% | −0.07 |
| ORCL Oracle Corp. | Reduce -8.4% | 0.37% | −0.07 |
| LOW Lowe's Cos Inc. | Reduce -2.5% | 0.35% | −0.06 |
| DCI Donaldson Co. Inc. | Reduce -2.8% | 1.26% | −0.06 |
| HUBB Hubbell Inc. | Reduce -3.6% | 1.26% | −0.06 |
| AZO AutoZone Inc. | Reduce -0.6% | 0.40% | −0.06 |
| ZTS Zoetis Inc. | Reduce -10.5% | 0.06% | −0.06 |
| NTRS Northern Trust Corp. | Reduce -23.9% | 0.42% | −0.06 |
| JLL Jones Lang Lasalle Inc. | Reduce -2.6% | 0.62% | −0.05 |
Portfolio Buys Q1 2026 → Q2 2026
| MTD Mettler-Toledo International | Add +102.4% | 0.82% | +0.39 |
| NVDA Nvidia Corp. | Add +14.5% | 1.92% | +0.34 |
| LII Lennox International Inc. | New | 0.33% | +0.33 |
| POWI Power Integrations Inc. | Add +52.8% | 0.56% | +0.32 |
| VLTO Veralto Corp. | Add +155.5% | 0.53% | +0.30 |
| HALO Halozyme Therapeutics Inc. | Add +59.4% | 0.65% | +0.28 |
| ATEN A10 Networks Inc. | Add +11.2% | 0.69% | +0.27 |
| AVGO Broadcom Inc. | Add +338.6% | 0.31% | +0.25 |
| BCPC Balchem Corp. | New | 0.25% | +0.25 |
| WST West Pharmaceutical Services | New | 0.22% | +0.22 |
| LFUS Littelfuse Inc. | Add +2.4% | 1.03% | +0.22 |
| AYI Acuity Inc. | Add +7.1% | 0.78% | +0.19 |
| UFPT Ufp Technologies Inc. | Add +6.1% | 0.68% | +0.17 |
| CVCO Cavco Industries Inc. | Add +11.4% | 0.73% | +0.17 |
| BMI Badger Meter Inc. | Add +37.5% | 0.82% | +0.16 |
| IBOC International Bancshares CRP | Add +20.1% | 0.76% | +0.15 |
| TXRH Texas Roadhouse Inc. | Add +37.1% | 0.47% | +0.15 |
| EVR Evercore Inc. Class A | Add +88.9% | 0.30% | +0.15 |
| CBSH Commerce Bancshares Inc. | Add +9.3% | 0.93% | +0.15 |
| WSM Williams-Sonoma Inc. | Add +19.0% | 0.49% | +0.14 |
| VMI Valmont Industries | Add +8.7% | 0.45% | +0.14 |
| FFIV F5 Inc. | Add +0.0% | 0.56% | +0.14 |
| PIPR Piper Sandler Cos | Add +163.9% | 0.24% | +0.14 |
| APH Amphenol Corp. Class A | Add +1777.5% | 0.13% | +0.12 |
| NXPI NXP Semiconductors NV | New | 0.12% | +0.12 |
| LRCX Lam Research Corp. | Add +2.3% | 0.22% | +0.11 |
| HAE Haemonetics Corp. | Add +16.6% | 0.33% | +0.10 |
| DT Dynatrace Inc. | Add +16.7% | 0.44% | +0.10 |
| CRL Charles River Laboratories | Add +1.2% | 0.50% | +0.09 |
| BALL Ball Corp. | Add +32.0% | 0.41% | +0.09 |
| MMSI Merit Medical Systems Inc. | Add +70.6% | 0.25% | +0.09 |
| MEDP Medpace Holdings Inc. | Add +10.6% | 0.63% | +0.07 |
| DIS The Walt Disney Co. | Add +49.9% | 0.23% | +0.06 |
| MS Morgan Stanley | Add +3.2% | 0.34% | +0.06 |
| GMED Globus Medical Inc. Class A | Add +25.4% | 0.95% | +0.06 |
| ETN Eaton Corp. PLC | Add +20.0% | 0.23% | +0.06 |
| SRCE 1ST Source Corp. | Add +19.3% | 0.24% | +0.06 |
| VSGX Vanguard ESG Intl Stock ETF | Add +15.8% | 0.29% | +0.05 |
| SFM Sprouts Farmers Market Inc. | Add +5.8% | 0.70% | +0.05 |
| LAMR Lamar Advertising Co. Class A | Add +0.1% | 0.37% | +0.05 |
| CL Colgate-Palmolive Co. | Add +36.3% | 0.15% | +0.04 |
| BIO Bio-Rad Laboratories-A | Add +18.9% | 0.25% | +0.03 |
| KEYS Keysight Technologies Inc. | Add +31.7% | 0.08% | +0.03 |
| AMZN Amazon.com Inc. | Add +0.5% | 0.43% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +1.4% | 0.29% | +0.02 |
| INTC Intel Corp. | Add +0.1% | 0.02% | +0.02 |
| USB US Bancorp | Add +10.4% | 0.08% | +0.01 |
| ASML ASML Holding NV-NY Reg SHS | Add +81.5% | 0.02% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +83.4% | 0.02% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +4.1% | 0.07% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 396 | $13.1B | AAPL, MSFT, GOOGL, GOOG, NVDA |
| Q1 2026 | 388 | $12.2B | AAPL, MSFT, GOOGL, GOOG, JPM |
| Q4 2025 | 383 | $13.2B | MSFT, AAPL, GOOGL, GOOG, JPM |
| Q3 2025 | 391 | $13.6B | MSFT, AAPL, JPM, GOOGL, GOOG |
| Q2 2025 | 374 | $14.0B | MSFT, AAPL, JPM, GOOGL, DCI |
| Q1 2025 | 372 | $13.7B | MSFT, AAPL, JPM, V, GOOGL |
| Q4 2024 | 379 | $14.3B | MSFT, AAPL, GOOGL, JPM, GOOG |
| Q3 2024 | 382 | $14.4B | MSFT, AAPL, GOOGL, ATR, JPM |
| Q2 2024 | 378 | $13.5B | MSFT, AAPL, GOOGL, GOOG, JPM |
| Q1 2024 | 372 | $14.0B | MSFT, AAPL, GOOGL, JPM, ACN |