Boston Trust Walden Corp
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 19, 2024), Boston Trust Walden Corp reported 378 stock positions worth $13.5 billion. Its top holding was Microsoft (MSFT) at 4.3% of the portfolio, followed by Apple (AAPL, 3.1%) and Alphabet Class A (GOOGL, 2.0%). Compared with Q1 2024, it opened 11 new positions, sold out of 7, added to 113 and reduced 187. The biggest buy was Nvidia (NVDA, shares +5475%) and the biggest sale Medpace (MEDP, shares −41%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001534866
- Portfolio Value
- $13.5B (Q2 2024)
- SEC Filing
- 0001534866-24-000010 ↗ filed Jul 19, 2024
Holdings Value
Holdings 378 stocks · $13.5B
| MSFT Microsoft Corp. | 4.33% | 1,307,062 | $584.2M | Reduce -3.6% |
| AAPL Apple Inc. | 3.11% | 1,989,960 | $419.1M | Reduce -6.4% |
| GOOGL Alphabet Inc. Class A | 2.02% | 1,493,587 | $272.1M | Reduce -7.3% |
| GOOG Alphabet Inc. Class C | 1.75% | 1,285,113 | $235.7M | Reduce -1.9% |
| JPM JPMorgan Chase & Co. | 1.58% | 1,051,777 | $212.7M | Reduce -11.9% |
| ATR Aptargroup Inc. | 1.53% | 1,468,301 | $206.8M | Reduce -1.4% |
| DCI Donaldson Co. Inc. | 1.49% | 2,801,417 | $200.5M | Add +0.1% |
| ACN Accenture PLC Class A | 1.39% | 617,540 | $187.4M | Reduce -3.7% |
| V Visa Inc. Class A | 1.33% | 681,112 | $178.8M | Reduce -5.2% |
| WAT Waters Corp. | 1.16% | 538,012 | $156.1M | Reduce -1.7% |
| UNH Unitedhealth Group Inc. | 1.12% | 296,720 | $151.1M | Reduce -3.1% |
| JNJ Johnson & Johnson | 1.11% | 1,024,681 | $149.8M | Reduce -3.6% |
| COST Costco Wholesale Corp. | 1.03% | 163,960 | $139.4M | Reduce -9.6% |
| JLL Jones Lang Lasalle Inc. | 1.02% | 672,994 | $138.2M | Add +1.2% |
| AMAT Applied Materials Inc. | 0.99% | 567,616 | $134.0M | Reduce -0.1% |
| PEP Pepsico Inc. | 0.95% | 778,285 | $128.4M | Reduce -0.7% |
| ADP Automatic Data Processing | 0.94% | 532,042 | $127.0M | Reduce -4.9% |
| HUBB Hubbell Inc. | 0.93% | 341,578 | $124.8M | Reduce -1.3% |
| SYK Stryker Corp. | 0.92% | 364,941 | $124.2M | Reduce -14.4% |
| AIT Applied Industrial Tech Inc. | 0.91% | 630,915 | $122.4M | Add +1.2% |
| UNP Union Pacific Corp. | 0.89% | 532,346 | $120.4M | Reduce -4.6% |
| CHE Chemed Corp. | 0.89% | 221,440 | $120.1M | Add +5.3% |
| EXLS Exlservice Holdings Inc. | 0.87% | 3,760,723 | $117.9M | Add +1.3% |
| QLYS Qualys Inc. | 0.86% | 809,014 | $115.4M | Add +9.8% |
| CB Chubb Ltd. | 0.85% | 449,501 | $114.7M | Reduce -6.7% |
| CHH Choice Hotels Intl Inc. | 0.83% | 941,560 | $112.0M | Add +0.9% |
| FDS Factset Research Systems Inc. | 0.82% | 271,035 | $110.7M | Reduce -0.9% |
| COO The Cooper Cos Inc. | 0.80% | 1,234,777 | $107.8M | Reduce -3.4% |
| PRGS Progress Software Corp. | 0.79% | 1,966,696 | $106.7M | Add +10.9% |
| COLM Columbia Sportswear Co. | 0.77% | 1,304,761 | $103.2M | Add +1.1% |
| WHD Cactus Inc. Class A | 0.76% | 1,955,227 | $103.1M | Add +1.3% |
| CMCSA Comcast Corp. Class A | 0.76% | 2,622,531 | $102.7M | Reduce -11.1% |
| FLO Flowers Foods Inc. | 0.76% | 4,623,017 | $102.6M | Add +1.2% |
| TXRH Texas Roadhouse Inc. | 0.76% | 596,042 | $102.3M | Reduce -4.2% |
| ROST Ross Stores Inc. | 0.74% | 689,970 | $100.3M | Reduce -6.1% |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.72% | 1,101,690 | $96.8M | Add +2.9% |
| SIGI Selective Insurance Group | 0.69% | 988,846 | $92.8M | Add +1.2% |
| STAG Stag Industrial Inc. | 0.68% | 2,552,752 | $92.1M | Add +1.0% |
| DE Deere & Co. | 0.68% | 246,165 | $92.0M | Reduce -4.4% |
| CINF Cincinnati Financial Corp. | 0.66% | 757,795 | $89.5M | Add +7.8% |
| BDX Becton Dickinson and Co. | 0.66% | 381,448 | $89.1M | Reduce -4.9% |
| AZO AutoZone Inc. | 0.65% | 29,680 | $88.0M | Reduce -0.3% |
| SFM Sprouts Farmers Market Inc. | 0.65% | 1,043,147 | $87.3M | Reduce -8.3% |
| LOW Lowe's Cos Inc. | 0.65% | 395,152 | $87.1M | Reduce -2.2% |
| UPS United Parcel Service Class B | 0.64% | 633,473 | $86.7M | Reduce -4.2% |
| CSCO Cisco Systems Inc. | 0.64% | 1,822,609 | $86.6M | Reduce -4.1% |
| IBOC International Bancshares CRP | 0.63% | 1,476,460 | $84.5M | Add +1.3% |
| SEIC Sei Investments Company | 0.62% | 1,296,342 | $83.9M | Reduce -0.3% |
| NTRS Northern Trust Corp. | 0.61% | 986,923 | $82.9M | Reduce -21.4% |
| ADI Analog Devices Inc. | 0.60% | 356,947 | $81.5M | Reduce -13.2% |
| HP Helmerich & Payne | 0.60% | 2,222,477 | $80.3M | Add +1.3% |
| SLGN Silgan Holdings Inc. | 0.59% | 1,884,609 | $79.8M | Add +20.6% |
| MRK Merck & Co. Inc. | 0.59% | 641,984 | $79.5M | Reduce -5.8% |
| XOM Exxon Mobil Corp. | 0.57% | 668,944 | $77.0M | Add +4.7% |
| WSM Williams-Sonoma Inc. | 0.56% | 269,592 | $76.1M | Reduce -13.9% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.56% | 657,296 | $75.8M | Reduce -4.0% |
| LFUS Littelfuse Inc. | 0.56% | 295,441 | $75.5M | Reduce -2.9% |
| IDCC Interdigital Inc. | 0.55% | 633,925 | $73.9M | Reduce -0.0% |
| COP Conocophillips | 0.55% | 644,635 | $73.7M | Reduce -7.7% |
| APD Air Products & Chemicals Inc. | 0.54% | 283,355 | $73.1M | Reduce -3.5% |
| SBUX Starbucks Corp. | 0.53% | 911,256 | $70.9M | Add +24.2% |
| ADBE Adobe Inc. | 0.53% | 127,519 | $70.8M | Reduce -3.9% |
| CBSH Commerce Bancshares Inc. | 0.52% | 1,260,999 | $70.3M | Add +15.4% |
| NKE Nike Inc. Class B | 0.51% | 920,968 | $69.4M | Reduce -5.9% |
| MGY Magnolia Oil & Gas Corp. Class A | 0.51% | 2,703,544 | $68.5M | Add +26.7% |
| CNS Cohen & Steers Inc. | 0.50% | 937,797 | $68.0M | Add +1.1% |
| CVCO Cavco Industries Inc. | 0.50% | 196,046 | $67.9M | Add +0.8% |
| NDSN Nordson Corp. | 0.49% | 284,282 | $65.9M | Add +2.7% |
| CRI Carter's Inc. | 0.49% | 1,058,328 | $65.6M | Reduce -6.8% |
| NTAP Netapp Inc. | 0.48% | 505,405 | $65.1M | Add +2.1% |
| MEDP Medpace Holdings Inc. | 0.48% | 157,951 | $65.1M | Reduce -40.9% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.47% | 70,923 | $64.0M | Reduce -2.3% |
| CHKP Check Point Software Tech | 0.47% | 383,357 | $63.3M | Reduce -4.2% |
| FELE Franklin Electric Co. Inc. | 0.47% | 655,210 | $63.1M | Reduce -1.9% |
| EVR Evercore Inc. Class A | 0.46% | 299,790 | $62.5M | Reduce -0.1% |
| AOS Smith (a.o.) Corp. | 0.46% | 754,803 | $61.7M | Add +4.0% |
| CRVL Corvel Corp. | 0.46% | 242,538 | $61.7M | Reduce -13.0% |
| OGS One Gas Inc. | 0.45% | 950,716 | $60.7M | Add +1.5% |
| LECO Lincoln Electric Holdings | 0.45% | 321,661 | $60.7M | Reduce -7.0% |
| ORCL Oracle Corp. | 0.45% | 428,813 | $60.5M | Reduce -1.6% |
| MZTI The Marzetti Company filed as LANCASTER COLONY CORP | 0.44% | 316,213 | $59.8M | Reduce -0.1% |
| AVY Avery Dennison Corp. | 0.44% | 272,263 | $59.5M | Add +1.6% |
| WTS Watts Water Technologies-A | 0.44% | 324,411 | $59.5M | Reduce -2.3% |
| CBOE Cboe Global Markets Inc. | 0.44% | 349,313 | $59.4M | Add +2.9% |
| HAE Haemonetics Corp. | 0.44% | 711,589 | $58.9M | Reduce -0.0% |
| TER Teradyne Inc. | 0.43% | 391,320 | $58.0M | Reduce -6.7% |
| TDC Teradata Corp. | 0.43% | 1,673,431 | $57.8M | Add +14.5% |
| TEL Te Connectivity Ltd. | 0.43% | 384,197 | $57.8M | Reduce -4.9% |
| NVDA Nvidia Corp. | 0.43% | 466,035 | $57.6M | Add +5474.6% |
| EXPD Expeditors Intl Wash Inc. | 0.43% | 460,173 | $57.4M | Add +2.6% |
| FFIV F5 Inc. | 0.42% | 332,613 | $57.3M | Add +3.3% |
| ES Eversource Energy | 0.42% | 999,843 | $56.7M | Reduce -1.4% |
| ZBRA Zebra Technologies Corp. Class A | 0.42% | 181,341 | $56.0M | Add +18.2% |
| POWI Power Integrations Inc. | 0.41% | 791,236 | $55.5M | Reduce -0.1% |
| MRSH Marsh & McLennan Cos | 0.40% | 257,952 | $54.4M | Reduce -5.2% |
| AYI Acuity Inc. | 0.40% | 224,221 | $54.1M | Add +0.2% |
| SNA Snap-on Inc. | 0.40% | 205,826 | $53.8M | Add +2.3% |
| ALLE Allegion PLC | 0.40% | 455,308 | $53.8M | Add +4.1% |
| RPM RPM International Inc. | 0.40% | 499,301 | $53.8M | Add +2.7% |
| IDA Idacorp Inc. | 0.40% | 576,189 | $53.7M | Add +1.3% |
Portfolio Sells Q1 2024 → Q2 2024
| MEDP Medpace Holdings Inc. | Reduce -40.9% | 0.48% | −0.29 |
| SLB SLB Ltd. | Reduce -62.3% | 0.14% | −0.27 |
| CPE Callon Petroleum Co. | Sold out | 0.00% | −0.25 |
| UMBF Umb Financial Corp. | Reduce -54.9% | 0.19% | −0.24 |
| CRI Carter's Inc. | Reduce -6.8% | 0.49% | −0.20 |
| ACN Accenture PLC Class A | Reduce -3.7% | 1.39% | −0.20 |
| WAT Waters Corp. | Reduce -1.7% | 1.16% | −0.19 |
| NTRS Northern Trust Corp. | Reduce -21.4% | 0.61% | −0.18 |
| LECO Lincoln Electric Holdings | Reduce -7.0% | 0.45% | −0.18 |
| SYK Stryker Corp. | Reduce -14.4% | 0.92% | −0.17 |
| UNF Unifirst Corp. | Reduce -88.8% | 0.02% | −0.15 |
| CMCSA Comcast Corp. Class A | Reduce -11.1% | 0.76% | −0.15 |
| WSM Williams-Sonoma Inc. | Reduce -13.9% | 0.56% | −0.14 |
| NKE Nike Inc. Class B | Reduce -5.9% | 0.51% | −0.14 |
| DG Dollar General Corp. | Reduce -53.7% | 0.09% | −0.13 |
| JPM JPMorgan Chase & Co. | Reduce -11.9% | 1.58% | −0.13 |
| COO The Cooper Cos Inc. | Reduce -3.4% | 0.80% | −0.13 |
| DOC Healthpeak Properties Inc. | Reduce -67.2% | 0.06% | −0.11 |
| V Visa Inc. Class A | Reduce -5.2% | 1.33% | −0.10 |
| HUBB Hubbell Inc. | Reduce -1.3% | 0.93% | −0.10 |
| JNJ Johnson & Johnson | Reduce -3.6% | 1.11% | −0.09 |
| LOW Lowe's Cos Inc. | Reduce -2.2% | 0.65% | −0.09 |
| COP Conocophillips | Reduce -7.7% | 0.55% | −0.09 |
| UNP Union Pacific Corp. | Reduce -4.6% | 0.89% | −0.09 |
| DE Deere & Co. | Reduce -4.4% | 0.68% | −0.07 |
| CVS CVS Health Corp. | Reduce -84.7% | 0.01% | −0.07 |
| EWBC East West Bancorp Inc. | Reduce -14.3% | 0.32% | −0.07 |
| FDS Factset Research Systems Inc. | Reduce -0.9% | 0.82% | −0.07 |
| CRVL Corvel Corp. | Reduce -13.0% | 0.46% | −0.07 |
| WTS Watts Water Technologies-A | Reduce -2.3% | 0.44% | −0.06 |
| HD Home Depot Inc. | Reduce -28.1% | 0.12% | −0.06 |
| UPS United Parcel Service Class B | Reduce -4.2% | 0.64% | −0.06 |
| MSM MSC Industrial Direct Co. Class A | Reduce -0.2% | 0.31% | −0.06 |
| ADP Automatic Data Processing | Reduce -4.9% | 0.94% | −0.06 |
| GWW WW Grainger Inc. | Reduce -2.3% | 0.47% | −0.05 |
| MRK Merck & Co. Inc. | Reduce -5.8% | 0.59% | −0.05 |
| SAP Sap SE-Sponsored ADR | Reduce -86.0% | 0.01% | −0.05 |
| BDX Becton Dickinson and Co. | Reduce -4.9% | 0.66% | −0.05 |
| CABO Cable One Inc. | Reduce -8.6% | 0.18% | −0.05 |
| RY Royal Bank of Canada | Reduce -81.2% | 0.01% | −0.05 |
| SEIC Sei Investments Company | Reduce -0.3% | 0.62% | −0.04 |
| FELE Franklin Electric Co. Inc. | Reduce -1.9% | 0.47% | −0.04 |
| LIN Linde PLC | Reduce -68.6% | 0.02% | −0.04 |
| CB Chubb Ltd. | Reduce -6.7% | 0.85% | −0.04 |
| EQNR Equinor ASA-Spon ADR | Sold out | 0.00% | −0.04 |
| ITW Illinois Tool Works | Reduce -1.4% | 0.36% | −0.04 |
| CNI Canadian Natl Railway Co. | Reduce -95.7% | 0.00% | −0.04 |
| CSCO Cisco Systems Inc. | Reduce -4.1% | 0.64% | −0.03 |
| TROW T Rowe Price Group Inc. | Reduce -4.0% | 0.56% | −0.03 |
| FIX Comfort Systems USA Inc. | Reduce -12.1% | 0.22% | −0.03 |
Portfolio Buys Q1 2024 → Q2 2024
| NVDA Nvidia Corp. | Add +5474.6% | 0.43% | +0.42 |
| QCOM Qualcomm Inc. | Add +1286.1% | 0.31% | +0.29 |
| WTRG Essential Utilities Inc. | Add +350.3% | 0.25% | +0.20 |
| ATKR Atkore Inc. | New | 0.17% | +0.17 |
| HALO Halozyme Therapeutics Inc. | New | 0.17% | +0.17 |
| BJ Bj's Wholesale Club Holdings | Add +2.9% | 0.72% | +0.14 |
| PRGS Progress Software Corp. | Add +10.9% | 0.79% | +0.12 |
| MGY Magnolia Oil & Gas Corp. Class A | Add +26.7% | 0.51% | +0.11 |
| NTAP Netapp Inc. | Add +2.1% | 0.48% | +0.11 |
| CBSH Commerce Bancshares Inc. | Add +15.4% | 0.52% | +0.11 |
| JLL Jones Lang Lasalle Inc. | Add +1.2% | 1.02% | +0.10 |
| CPK Chesapeake Utilities Corp. | Add +76.1% | 0.22% | +0.10 |
| ATO Atmos Energy Corp. | Add +38.6% | 0.31% | +0.09 |
| KLAC KLA Corp. | Add +6.9% | 0.38% | +0.09 |
| ZBRA Zebra Technologies Corp. Class A | Add +18.2% | 0.42% | +0.09 |
| DHI D.R. Horton Inc. | New | 0.08% | +0.08 |
| LMT Lockheed Martin Corp. | New | 0.08% | +0.08 |
| WHD Cactus Inc. Class A | Add +1.3% | 0.76% | +0.08 |
| LULU Lululemon Athletica Inc. | New | 0.06% | +0.06 |
| SLGN Silgan Holdings Inc. | Add +20.6% | 0.59% | +0.05 |
| META Meta Platforms Inc. Class A | Add +38.8% | 0.15% | +0.05 |
| SBUX Starbucks Corp. | Add +24.2% | 0.53% | +0.05 |
| FCPT Four Corners Property Trust | Add +18.6% | 0.22% | +0.04 |
| APA Apa Corp. | New | 0.04% | +0.04 |
| IBOC International Bancshares CRP | Add +1.3% | 0.63% | +0.04 |
| CINF Cincinnati Financial Corp. | Add +7.8% | 0.66% | +0.04 |
| XOM Exxon Mobil Corp. | Add +4.7% | 0.57% | +0.04 |
| EXPD Expeditors Intl Wash Inc. | Add +2.6% | 0.43% | +0.04 |
| PLXS Plexus Corp. | Add +0.1% | 0.31% | +0.04 |
| BKNG Booking Holdings Inc. | Add +0.8% | 0.28% | +0.04 |
| EXLS Exlservice Holdings Inc. | Add +1.3% | 0.87% | +0.03 |
| CPT Camden Property Trust | Add +1.0% | 0.23% | +0.03 |
| AIT Applied Industrial Tech Inc. | Add +1.2% | 0.91% | +0.03 |
| VWO Vanguard Ftse Emerging Marke | Add +43.2% | 0.08% | +0.03 |
| MAS Masco Corp. | Add +28.3% | 0.23% | +0.03 |
| TDC Teradata Corp. | Add +14.5% | 0.43% | +0.03 |
| CLB Core Laboratories Inc. | Add +1.3% | 0.11% | +0.02 |
| LAMR Lamar Advertising Co. Class A | Add +2.3% | 0.35% | +0.02 |
| DOX Amdocs Ltd. | Add +17.0% | 0.36% | +0.02 |
| IDA Idacorp Inc. | Add +1.3% | 0.40% | +0.02 |
| OGS One Gas Inc. | Add +1.5% | 0.45% | +0.02 |
| TTC Toro Co. | Add +3.0% | 0.23% | +0.02 |
| CUBE Cubesmart | Add +2.7% | 0.30% | +0.02 |
| COLM Columbia Sportswear Co. | Add +1.1% | 0.77% | +0.02 |
| CATY Cathay General Bancorp | Add +4.1% | 0.21% | +0.02 |
| AVY Avery Dennison Corp. | Add +1.6% | 0.44% | +0.01 |
| ANSS Ansys Inc. | Add +22.1% | 0.10% | +0.01 |
| RVTY Revvity Inc. | Add +3.1% | 0.18% | +0.01 |
| MANH Manhattan Associates Inc. | Add +3.3% | 0.20% | +0.01 |
| TJX TJX Companies Inc. | Add +0.0% | 0.08% | +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 |