Boston Trust Walden Corp
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 22, 2024), Boston Trust Walden Corp reported 372 stock positions worth $14.0 billion. Its top holding was Microsoft (MSFT) at 4.1% of the portfolio, followed by Apple (AAPL, 2.6%) and Alphabet Class A (GOOGL, 1.7%). Compared with Q4 2023, it opened 14 new positions, sold out of 14, added to 93 and reduced 192. The biggest buy was Cincinnati Financial (CINF, shares +171%) and the biggest sale Apple (AAPL, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001534866
- Portfolio Value
- $14.0B (Q1 2024)
- SEC Filing
- 0001534866-24-000006 ↗ filed Apr 22, 2024
Holdings Value
Holdings 372 stocks · $14.0B
| MSFT Microsoft Corp. | 4.07% | 1,355,733 | $570.4M | Reduce -0.6% |
| AAPL Apple Inc. | 2.60% | 2,125,925 | $364.6M | Reduce -3.4% |
| GOOGL Alphabet Inc. Class A | 1.73% | 1,611,304 | $243.2M | Add +1.9% |
| JPM JPMorgan Chase & Co. | 1.70% | 1,193,244 | $239.0M | Reduce -3.1% |
| ACN Accenture PLC Class A | 1.59% | 641,175 | $222.2M | Reduce -0.8% |
| ATR Aptargroup Inc. | 1.53% | 1,488,421 | $214.2M | Add +3.5% |
| DCI Donaldson Co. Inc. | 1.49% | 2,798,097 | $209.0M | Reduce -0.7% |
| V Visa Inc. Class A | 1.43% | 718,619 | $200.6M | Reduce -0.1% |
| GOOG Alphabet Inc. Class C | 1.42% | 1,309,967 | $199.5M | Reduce -0.2% |
| WAT Waters Corp. | 1.34% | 547,139 | $188.3M | Reduce -6.0% |
| JNJ Johnson & Johnson | 1.20% | 1,063,030 | $168.2M | Add +1.4% |
| SYK Stryker Corp. | 1.09% | 426,154 | $152.5M | Reduce -3.9% |
| UNH Unitedhealth Group Inc. | 1.08% | 306,155 | $151.5M | Add +0.4% |
| HUBB Hubbell Inc. | 1.02% | 345,897 | $143.6M | Reduce -2.9% |
| ADP Automatic Data Processing | 1.00% | 559,663 | $139.8M | Reduce -0.1% |
| UNP Union Pacific Corp. | 0.98% | 558,036 | $137.2M | Reduce -10.3% |
| PEP Pepsico Inc. | 0.98% | 783,681 | $137.2M | Add +12.2% |
| CHE Chemed Corp. | 0.96% | 210,404 | $135.1M | Add +5.7% |
| COST Costco Wholesale Corp. | 0.95% | 181,295 | $132.8M | Reduce -33.3% |
| JLL Jones Lang Lasalle Inc. | 0.93% | 665,296 | $129.8M | Reduce -6.3% |
| COO The Cooper Cos Inc. | 0.93% | 1,278,082 | $129.7M | Reduce -6.8% |
| CMCSA Comcast Corp. Class A | 0.91% | 2,950,464 | $127.9M | Add +0.1% |
| CB Chubb Ltd. | 0.89% | 481,686 | $124.8M | Reduce -2.3% |
| FDS Factset Research Systems Inc. | 0.89% | 273,429 | $124.2M | Reduce -5.0% |
| AIT Applied Industrial Tech Inc. | 0.88% | 623,195 | $123.1M | Reduce -0.4% |
| QLYS Qualys Inc. | 0.88% | 736,753 | $122.9M | Add +13.1% |
| EXLS Exlservice Holdings Inc. | 0.84% | 3,714,421 | $118.1M | Reduce -0.3% |
| CHH Choice Hotels Intl Inc. | 0.84% | 933,527 | $118.0M | Add +20.9% |
| AMAT Applied Materials Inc. | 0.84% | 568,431 | $117.2M | Add +40.2% |
| NTRS Northern Trust Corp. | 0.80% | 1,255,379 | $111.6M | Reduce -1.8% |
| FLO Flowers Foods Inc. | 0.77% | 4,568,260 | $108.5M | Reduce -0.3% |
| MEDP Medpace Holdings Inc. | 0.77% | 267,015 | $107.9M | Reduce -45.3% |
| ROST Ross Stores Inc. | 0.77% | 735,111 | $107.9M | Reduce -13.1% |
| SIGI Selective Insurance Group | 0.76% | 977,519 | $106.7M | Reduce -0.6% |
| DE Deere & Co. | 0.75% | 257,563 | $105.8M | Add +11.0% |
| COLM Columbia Sportswear Co. | 0.75% | 1,291,125 | $104.8M | Reduce -0.3% |
| LOW Lowe's Cos Inc. | 0.73% | 403,966 | $102.9M | Add +2.7% |
| WSM Williams-Sonoma Inc. | 0.71% | 313,230 | $99.5M | Reduce -24.8% |
| BDX Becton Dickinson and Co. | 0.71% | 401,156 | $99.3M | Add +0.8% |
| UPS United Parcel Service Class B | 0.70% | 661,001 | $98.2M | Reduce -1.9% |
| STAG Stag Industrial Inc. | 0.69% | 2,526,973 | $97.1M | Reduce -0.5% |
| WHD Cactus Inc. Class A | 0.69% | 1,929,388 | $96.6M | Reduce -0.6% |
| CRI Carter's Inc. | 0.69% | 1,135,260 | $96.1M | Add +0.0% |
| TXRH Texas Roadhouse Inc. | 0.69% | 622,154 | $96.1M | Reduce -19.9% |
| CSCO Cisco Systems Inc. | 0.68% | 1,900,033 | $94.8M | Add +0.5% |
| PRGS Progress Software Corp. | 0.67% | 1,773,797 | $94.6M | Add +4.3% |
| AZO AutoZone Inc. | 0.67% | 29,771 | $93.8M | Add +10.4% |
| SEIC Sei Investments Company | 0.67% | 1,300,080 | $93.5M | Reduce -1.1% |
| HP Helmerich & Payne | 0.66% | 2,194,817 | $92.3M | Reduce -0.9% |
| NKE Nike Inc. Class B | 0.66% | 978,921 | $92.0M | Add +0.1% |
| MRK Merck & Co. Inc. | 0.64% | 681,543 | $89.9M | Reduce -11.3% |
| COP Conocophillips | 0.63% | 698,055 | $88.8M | Reduce -0.6% |
| LECO Lincoln Electric Holdings | 0.63% | 345,731 | $88.3M | Reduce -4.4% |
| CINF Cincinnati Financial Corp. | 0.62% | 702,762 | $87.3M | Add +170.6% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.60% | 685,047 | $83.5M | Reduce -1.5% |
| IBOC International Bancshares CRP | 0.58% | 1,458,098 | $81.9M | Add +42.9% |
| ADI Analog Devices Inc. | 0.58% | 411,135 | $81.3M | Add +7.6% |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.58% | 1,070,381 | $81.0M | Reduce -0.3% |
| CVCO Cavco Industries Inc. | 0.55% | 194,505 | $77.6M | Reduce -0.7% |
| NDSN Nordson Corp. | 0.54% | 276,925 | $76.0M | Add +1.5% |
| SLGN Silgan Holdings Inc. | 0.54% | 1,562,098 | $75.9M | Reduce -0.3% |
| XOM Exxon Mobil Corp. | 0.53% | 639,076 | $74.3M | Reduce -2.1% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.53% | 72,618 | $73.9M | Reduce -2.2% |
| LFUS Littelfuse Inc. | 0.53% | 304,145 | $73.7M | Add +40.5% |
| SFM Sprouts Farmers Market Inc. | 0.52% | 1,137,111 | $73.3M | Reduce -23.0% |
| CRVL Corvel Corp. | 0.52% | 278,701 | $73.3M | Reduce -0.7% |
| FELE Franklin Electric Co. Inc. | 0.51% | 667,992 | $71.3M | Add +32.2% |
| CNS Cohen & Steers Inc. | 0.51% | 927,837 | $71.3M | Reduce -0.4% |
| APD Air Products & Chemicals Inc. | 0.51% | 293,521 | $71.1M | Reduce -1.4% |
| WTS Watts Water Technologies-A | 0.50% | 332,019 | $70.6M | Add +25.6% |
| IDCC Interdigital Inc. | 0.48% | 633,965 | $67.5M | Reduce -0.7% |
| SBUX Starbucks Corp. | 0.48% | 733,711 | $67.1M | Add +7.2% |
| ADBE Adobe Inc. | 0.48% | 132,621 | $66.9M | Reduce -0.3% |
| MZTI The Marzetti Company filed as LANCASTER COLONY CORP | 0.47% | 316,561 | $65.7M | Reduce -0.9% |
| CHKP Check Point Software Tech | 0.47% | 400,160 | $65.6M | Add +30.7% |
| AOS Smith (a.o.) Corp. | 0.46% | 725,709 | $64.9M | Add +1.5% |
| CBOE Cboe Global Markets Inc. | 0.45% | 339,590 | $62.4M | Reduce -14.7% |
| USPH U.S. Physical Therapy Inc. | 0.44% | 544,166 | $61.4M | Reduce -0.5% |
| FFIV F5 Inc. | 0.44% | 322,062 | $61.1M | Reduce -11.7% |
| HAE Haemonetics Corp. | 0.43% | 711,865 | $60.8M | Reduce -0.6% |
| ES Eversource Energy | 0.43% | 1,013,666 | $60.6M | Reduce -5.7% |
| OGS One Gas Inc. | 0.43% | 936,700 | $60.4M | Reduce -6.7% |
| AYI Acuity Inc. | 0.43% | 223,815 | $60.1M | Reduce -0.2% |
| UMBF Umb Financial Corp. | 0.43% | 688,222 | $59.9M | Reduce -0.1% |
| AVY Avery Dennison Corp. | 0.43% | 268,004 | $59.8M | Reduce -1.2% |
| SNA Snap-on Inc. | 0.43% | 201,249 | $59.6M | Add +1.0% |
| A Agilent Technologies Inc. | 0.42% | 408,087 | $59.4M | Add +0.9% |
| ALLE Allegion PLC | 0.42% | 437,550 | $58.9M | Add +84.5% |
| TEL Te Connectivity Ltd. | 0.42% | 403,987 | $58.7M | Add +5.0% |
| BLD Topbuild Corp. | 0.41% | 131,967 | $58.2M | Reduce -0.1% |
| CBSH Commerce Bancshares Inc. | 0.41% | 1,092,449 | $58.1M | Reduce -0.1% |
| RPM RPM International Inc. | 0.41% | 486,291 | $57.8M | Reduce -0.5% |
| EVR Evercore Inc. Class A | 0.41% | 299,998 | $57.8M | Reduce -0.7% |
| AFG American Financial Group Inc. | 0.41% | 419,321 | $57.2M | Add +0.3% |
| POWI Power Integrations Inc. | 0.40% | 792,180 | $56.7M | Reduce -0.1% |
| TDC Teradata Corp. | 0.40% | 1,461,072 | $56.5M | Add +15.3% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.40% | 1,023,587 | $56.1M | Reduce -1.8% |
| MRSH Marsh & McLennan Cos | 0.40% | 272,160 | $56.1M | Reduce -1.0% |
| ITW Illinois Tool Works | 0.40% | 206,698 | $55.5M | Reduce -1.6% |
| MGY Magnolia Oil & Gas Corp. Class A | 0.40% | 2,134,546 | $55.4M | New |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -3.4% | 2.60% | −0.59 |
| PHYSICIANS REALTY TRUST | Sold out | 0.00% | −0.47 |
| COST Costco Wholesale Corp. | Reduce -33.3% | 0.95% | −0.41 |
| MEDP Medpace Holdings Inc. | Reduce -45.3% | 0.77% | −0.36 |
| CABO Cable One Inc. | Reduce -30.9% | 0.23% | −0.23 |
| CLB Core Laboratories Inc. | Reduce -68.3% | 0.09% | −0.22 |
| USB US Bancorp | Reduce -74.3% | 0.06% | −0.19 |
| OMC Omnicom Group | Reduce -63.3% | 0.12% | −0.19 |
| UNP Union Pacific Corp. | Reduce -10.3% | 0.98% | −0.17 |
| FDS Factset Research Systems Inc. | Reduce -5.0% | 0.89% | −0.15 |
| FWRD Forward Air Corp. | Sold out | 0.00% | −0.14 |
| CATY Cathay General Bancorp | Reduce -27.1% | 0.19% | −0.14 |
| DG Dollar General Corp. | Reduce -42.2% | 0.22% | −0.13 |
| ACN Accenture PLC Class A | Reduce -0.8% | 1.59% | −0.13 |
| CORT Corcept Therapeutics Inc. | Reduce -0.6% | 0.33% | −0.12 |
| ADBE Adobe Inc. | Reduce -0.3% | 0.48% | −0.12 |
| ROST Ross Stores Inc. | Reduce -13.1% | 0.77% | −0.11 |
| UNF Unifirst Corp. | Reduce -31.6% | 0.17% | −0.11 |
| APD Air Products & Chemicals Inc. | Reduce -1.4% | 0.51% | −0.11 |
| AKAM Akamai Technologies Inc. | Reduce -26.3% | 0.18% | −0.10 |
| WAT Waters Corp. | Reduce -6.0% | 1.34% | −0.10 |
| UPS United Parcel Service Class B | Reduce -1.9% | 0.70% | −0.10 |
| CBOE Cboe Global Markets Inc. | Reduce -14.7% | 0.45% | −0.09 |
| POWI Power Integrations Inc. | Reduce -0.1% | 0.40% | −0.09 |
| JLL Jones Lang Lasalle Inc. | Reduce -6.3% | 0.93% | −0.09 |
| CMI Cummins Inc. | Reduce -89.7% | 0.01% | −0.08 |
| ZTS Zoetis Inc. | Reduce -47.1% | 0.06% | −0.07 |
| TMP Tompkins Financial Corp. | Sold out | 0.00% | −0.07 |
| IWM iShares Russell 2000 ETF | Reduce -90.9% | 0.01% | −0.07 |
| ES Eversource Energy | Reduce -5.7% | 0.43% | −0.07 |
| TFX Teleflex Inc. | Reduce -0.0% | 0.37% | −0.06 |
| STAG Stag Industrial Inc. | Reduce -0.5% | 0.69% | −0.06 |
| FIX Comfort Systems USA Inc. | Reduce -44.1% | 0.26% | −0.06 |
| PLXS Plexus Corp. | Reduce -0.4% | 0.27% | −0.06 |
| GGG Graco Inc. | Sold out | 0.00% | −0.06 |
| FFIV F5 Inc. | Reduce -11.7% | 0.44% | −0.06 |
| COO The Cooper Cos Inc. | Reduce -6.8% | 0.93% | −0.05 |
| OGS One Gas Inc. | Reduce -6.7% | 0.43% | −0.05 |
| IDA Idacorp Inc. | Reduce -0.5% | 0.38% | −0.05 |
| EXPD Expeditors Intl Wash Inc. | Reduce -0.8% | 0.39% | −0.04 |
| IDCC Interdigital Inc. | Reduce -0.7% | 0.48% | −0.04 |
| MSM MSC Industrial Direct Co. Class A | Reduce -0.3% | 0.36% | −0.04 |
| DEO Diageo PLC-Sponsored ADR | Reduce -48.1% | 0.03% | −0.03 |
| WST West Pharmaceutical Services | Reduce -91.0% | 0.00% | −0.03 |
| TXRH Texas Roadhouse Inc. | Reduce -19.9% | 0.69% | −0.03 |
| BR Broadridge Financial Solutio | Reduce -34.6% | 0.05% | −0.03 |
| CSGS CSG Systems Intl Inc. | Reduce -0.6% | 0.30% | −0.03 |
| COLM Columbia Sportswear Co. | Reduce -0.3% | 0.75% | −0.03 |
| HAE Haemonetics Corp. | Reduce -0.6% | 0.43% | −0.03 |
| BKR Baker Hughes Co. | Reduce -13.1% | 0.11% | −0.03 |
Portfolio Buys Q4 2023 → Q1 2024
| CINF Cincinnati Financial Corp. | Add +170.6% | 0.62% | +0.42 |
| MGY Magnolia Oil & Gas Corp. Class A | New | 0.40% | +0.40 |
| AMAT Applied Materials Inc. | Add +40.2% | 0.84% | +0.34 |
| KLAC KLA Corp. | New | 0.29% | +0.29 |
| TER Teradyne Inc. | Add +587.5% | 0.34% | +0.29 |
| MKC McCormick & Co.-Non VTG SHRS | Add +446.0% | 0.34% | +0.28 |
| IBP Installed Building Products | New | 0.25% | +0.25 |
| HSY The Hershey Co. | Add +150.4% | 0.37% | +0.22 |
| ALLE Allegion PLC | Add +84.5% | 0.42% | +0.19 |
| ATR Aptargroup Inc. | Add +3.5% | 1.53% | +0.19 |
| CHH Choice Hotels Intl Inc. | Add +20.9% | 0.84% | +0.18 |
| FCPT Four Corners Property Trust | New | 0.18% | +0.18 |
| DOC Healthpeak Properties Inc. | New | 0.18% | +0.18 |
| IBOC International Bancshares CRP | Add +42.9% | 0.58% | +0.17 |
| AZO AutoZone Inc. | Add +10.4% | 0.67% | +0.14 |
| FELE Franklin Electric Co. Inc. | Add +32.2% | 0.51% | +0.14 |
| CPK Chesapeake Utilities Corp. | New | 0.12% | +0.12 |
| CHKP Check Point Software Tech | Add +30.7% | 0.47% | +0.12 |
| LFUS Littelfuse Inc. | Add +40.5% | 0.53% | +0.09 |
| WTS Watts Water Technologies-A | Add +25.6% | 0.50% | +0.09 |
| CHE Chemed Corp. | Add +5.7% | 0.96% | +0.08 |
| PEP Pepsico Inc. | Add +12.2% | 0.98% | +0.08 |
| META Meta Platforms Inc. Class A | Add +332.8% | 0.10% | +0.08 |
| LOW Lowe's Cos Inc. | Add +2.7% | 0.73% | +0.07 |
| GOOGL Alphabet Inc. Class A | Add +1.9% | 1.73% | +0.07 |
| WEC WEC Energy Group Inc. | New | 0.07% | +0.07 |
| ICUI Icu Medical Inc. | Add +28.5% | 0.26% | +0.06 |
| BKNG Booking Holdings Inc. | Add +36.3% | 0.25% | +0.06 |
| DE Deere & Co. | Add +11.0% | 0.75% | +0.05 |
| CPT Camden Property Trust | Add +44.7% | 0.19% | +0.05 |
| IEX Idex Corp. | Add +7.7% | 0.38% | +0.05 |
| CRI Carter's Inc. | Add +0.0% | 0.69% | +0.04 |
| PG The Procter & Gamble Co. | Add +8.6% | 0.30% | +0.04 |
| AFG American Financial Group Inc. | Add +0.3% | 0.41% | +0.03 |
| DFIN Donnelley Financial Solution | Add +16.1% | 0.36% | +0.03 |
| THG Hanover Insurance Group Inc./ | Add +0.9% | 0.36% | +0.02 |
| ATO Atmos Energy Corp. | Add +13.9% | 0.22% | +0.02 |
| AOS Smith (a.o.) Corp. | Add +1.5% | 0.46% | +0.02 |
| ATRI Atrion Corporation | Add +2.0% | 0.12% | +0.02 |
| PAYC Paycom Software Inc. | Add +14.4% | 0.38% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +21.3% | 0.06% | +0.01 |
| JKHY Jack Henry & Associates Inc. | Add +4.5% | 0.26% | +0.01 |
| MRO Marathon Oil Corp. | Add +12.5% | 0.06% | +0.01 |
| TEL Te Connectivity Ltd. | Add +5.0% | 0.42% | +0.01 |
| LH Laboratory CRP of Amer Hldgs | Add +35.9% | 0.05% | +0.01 |
| MTB M & T Bank Corp. | Add +16.0% | 0.06% | +0.01 |
| WM Waste Management Inc. | Add +316.0% | 0.01% | +0.01 |
| ADI Analog Devices Inc. | Add +7.6% | 0.58% | +0.01 |
| VLTO Veralto Corp. | Add +63.8% | 0.02% | +0.01 |
| VSGX Vanguard ESG Intl Stock ETF | Add +8.8% | 0.09% | +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 |