Boston Trust Walden Corp
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 24, 2024), Boston Trust Walden Corp reported 382 stock positions worth $14.4 billion. Its top holding was Microsoft (MSFT) at 3.9% of the portfolio, followed by Apple (AAPL, 3.2%) and Alphabet Class A (GOOGL, 1.6%). Compared with Q2 2024, it opened 20 new positions, sold out of 16, added to 86 and reduced 202. The biggest buy was a new position in Cullen/Frost Bankers (CFR) and the biggest sale Texas Roadhouse (TXRH, shares −64%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001534866
- Portfolio Value
- $14.4B (Q3 2024)
- SEC Filing
- 0001534866-24-000014 ↗ filed Oct 24, 2024
Holdings Value
Holdings 382 stocks · $14.4B
| MSFT Microsoft Corp. | 3.88% | 1,296,836 | $558.0M | Reduce -0.8% |
| AAPL Apple Inc. | 3.17% | 1,955,402 | $455.6M | Reduce -1.7% |
| GOOGL Alphabet Inc. Class A | 1.62% | 1,402,505 | $232.6M | Reduce -6.1% |
| ATR Aptargroup Inc. | 1.62% | 1,449,817 | $232.2M | Reduce -1.3% |
| JPM JPMorgan Chase & Co. | 1.53% | 1,041,003 | $219.5M | Reduce -1.0% |
| ACN Accenture PLC Class A | 1.51% | 615,311 | $217.5M | Reduce -0.4% |
| GOOG Alphabet Inc. Class C | 1.47% | 1,264,739 | $211.5M | Reduce -1.6% |
| DCI Donaldson Co. Inc. | 1.36% | 2,652,557 | $195.5M | Reduce -5.3% |
| V Visa Inc. Class A | 1.30% | 681,238 | $187.3M | Add +0.0% |
| JNJ Johnson & Johnson | 1.23% | 1,093,709 | $177.2M | Add +6.7% |
| UNH Unitedhealth Group Inc. | 1.20% | 294,170 | $172.0M | Reduce -0.9% |
| WAT Waters Corp. | 1.18% | 471,919 | $169.8M | Reduce -12.3% |
| ADP Automatic Data Processing | 1.01% | 525,612 | $145.5M | Reduce -1.2% |
| COST Costco Wholesale Corp. | 0.98% | 158,355 | $140.4M | Reduce -3.4% |
| COO The Cooper Cos Inc. | 0.96% | 1,253,815 | $138.3M | Add +1.5% |
| FDS Factset Research Systems Inc. | 0.95% | 296,329 | $136.3M | Add +9.3% |
| PEP Pepsico Inc. | 0.93% | 787,796 | $134.0M | Add +1.2% |
| PRGS Progress Software Corp. | 0.92% | 1,963,184 | $132.3M | Reduce -0.2% |
| CHE Chemed Corp. | 0.92% | 220,067 | $132.3M | Reduce -0.6% |
| CB Chubb Ltd. | 0.90% | 448,235 | $129.3M | Reduce -0.3% |
| AIT Applied Industrial Tech Inc. | 0.89% | 575,955 | $128.5M | Reduce -8.7% |
| HUBB Hubbell Inc. | 0.89% | 299,138 | $128.1M | Reduce -12.4% |
| EXLS Exlservice Holdings Inc. | 0.89% | 3,345,806 | $127.6M | Reduce -11.0% |
| UNP Union Pacific Corp. | 0.87% | 505,898 | $124.7M | Reduce -5.0% |
| CHH Choice Hotels Intl Inc. | 0.85% | 940,096 | $122.5M | Reduce -0.2% |
| SYK Stryker Corp. | 0.84% | 335,123 | $121.1M | Reduce -8.2% |
| AMAT Applied Materials Inc. | 0.83% | 592,965 | $119.8M | Add +4.5% |
| QLYS Qualys Inc. | 0.83% | 926,093 | $119.0M | Add +14.5% |
| CMCSA Comcast Corp. Class A | 0.75% | 2,582,487 | $107.9M | Reduce -1.5% |
| WTS Watts Water Technologies-A | 0.75% | 520,189 | $107.8M | Add +60.4% |
| CFR Cullen/Frost Bankers Inc. | 0.75% | 958,038 | $107.2M | New |
| WHD Cactus Inc. Class A | 0.74% | 1,787,605 | $106.7M | Reduce -8.6% |
| COLM Columbia Sportswear Co. | 0.74% | 1,280,926 | $106.6M | Reduce -1.8% |
| CINF Cincinnati Financial Corp. | 0.74% | 777,588 | $105.8M | Add +2.6% |
| DE Deere & Co. | 0.73% | 250,112 | $104.4M | Add +1.6% |
| ROST Ross Stores Inc. | 0.71% | 678,686 | $102.1M | Reduce -1.6% |
| SLGN Silgan Holdings Inc. | 0.69% | 1,881,950 | $98.8M | Reduce -0.1% |
| STAG Stag Industrial Inc. | 0.68% | 2,510,755 | $98.1M | Reduce -1.6% |
| CSCO Cisco Systems Inc. | 0.65% | 1,758,298 | $93.6M | Reduce -3.5% |
| AZO AutoZone Inc. | 0.64% | 29,091 | $91.6M | Reduce -2.0% |
| SIGI Selective Insurance Group | 0.63% | 970,980 | $90.6M | Reduce -1.8% |
| SEIC Sei Investments Company | 0.62% | 1,286,309 | $89.0M | Reduce -0.8% |
| FLO Flowers Foods Inc. | 0.62% | 3,838,716 | $88.6M | Reduce -17.0% |
| CNS Cohen & Steers Inc. | 0.61% | 919,451 | $88.2M | Reduce -2.0% |
| LOW Lowe's Cos Inc. | 0.61% | 325,100 | $88.1M | Reduce -17.7% |
| BDX Becton Dickinson and Co. | 0.60% | 355,955 | $85.8M | Reduce -6.7% |
| UPS United Parcel Service Class B | 0.59% | 624,505 | $85.1M | Reduce -1.4% |
| APD Air Products & Chemicals Inc. | 0.58% | 278,244 | $82.8M | Reduce -1.8% |
| CVCO Cavco Industries Inc. | 0.58% | 193,281 | $82.8M | Reduce -1.4% |
| NTRS Northern Trust Corp. | 0.57% | 914,492 | $82.3M | Reduce -7.3% |
| DLB Dolby Laboratories Inc. Class A | 0.57% | 1,075,076 | $82.3M | Add +185.3% |
| JLL Jones Lang Lasalle Inc. | 0.56% | 300,105 | $81.0M | Reduce -55.4% |
| SMPL The Simply Good Foods Co. | 0.56% | 2,308,611 | $80.3M | New |
| SBUX Starbucks Corp. | 0.56% | 819,084 | $79.9M | Reduce -10.1% |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.55% | 963,079 | $79.4M | Reduce -12.6% |
| SFM Sprouts Farmers Market Inc. | 0.55% | 716,671 | $79.1M | Reduce -31.3% |
| LFUS Littelfuse Inc. | 0.55% | 297,260 | $78.8M | Add +0.6% |
| OGS One Gas Inc. | 0.54% | 1,049,205 | $78.1M | Add +10.4% |
| XOM Exxon Mobil Corp. | 0.54% | 662,113 | $77.6M | Reduce -1.0% |
| CRVL Corvel Corp. | 0.53% | 232,515 | $76.0M | Reduce -4.1% |
| IBOC International Bancshares CRP | 0.53% | 1,267,849 | $75.8M | Reduce -14.1% |
| WTRG Essential Utilities Inc. | 0.53% | 1,962,692 | $75.7M | Add +117.3% |
| CBSH Commerce Bancshares Inc. | 0.52% | 1,249,028 | $74.2M | Reduce -0.9% |
| CHKP Check Point Software Tech | 0.51% | 383,895 | $74.0M | Add +0.1% |
| NDSN Nordson Corp. | 0.51% | 281,177 | $73.8M | Reduce -1.1% |
| ADI Analog Devices Inc. | 0.51% | 316,612 | $72.9M | Reduce -11.3% |
| MRK Merck & Co. Inc. | 0.50% | 635,524 | $72.2M | Reduce -1.0% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.49% | 68,279 | $70.9M | Reduce -3.7% |
| IDCC Interdigital Inc. | 0.49% | 499,718 | $70.8M | Reduce -21.2% |
| TFX Teleflex Inc. | 0.49% | 283,562 | $70.1M | Add +21.2% |
| CORT Corcept Therapeutics Inc. | 0.49% | 1,513,975 | $70.1M | Reduce -4.4% |
| FELE Franklin Electric Co. Inc. | 0.48% | 659,057 | $69.1M | Add +0.6% |
| MGY Magnolia Oil & Gas Corp. Class A | 0.48% | 2,823,126 | $68.9M | Add +4.4% |
| WSM Williams-Sonoma Inc. | 0.48% | 442,815 | $68.6M | Reduce -17.9% |
| ORCL Oracle Corp. | 0.47% | 400,487 | $68.2M | Reduce -6.6% |
| AOS Smith (a.o.) Corp. | 0.47% | 755,751 | $67.9M | Add +0.1% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.47% | 618,827 | $67.4M | Reduce -5.8% |
| ZBRA Zebra Technologies Corp. Class A | 0.47% | 181,552 | $67.2M | Add +0.1% |
| ES Eversource Energy | 0.46% | 973,279 | $66.2M | Reduce -2.7% |
| ALLE Allegion PLC | 0.46% | 454,105 | $66.2M | Reduce -0.3% |
| ADBE Adobe Inc. | 0.46% | 127,492 | $66.0M | Reduce -0.0% |
| COP Conocophillips | 0.46% | 623,172 | $65.6M | Reduce -3.3% |
| HAE Haemonetics Corp. | 0.45% | 809,608 | $65.1M | Add +13.8% |
| NVDA Nvidia Corp. | 0.44% | 525,822 | $63.9M | Add +12.8% |
| CBOE Cboe Global Markets Inc. | 0.44% | 309,788 | $63.5M | Reduce -11.3% |
| LECO Lincoln Electric Holdings | 0.43% | 321,831 | $61.8M | Add +0.1% |
| AYI Acuity Inc. | 0.42% | 220,497 | $60.7M | Reduce -1.7% |
| AXP American Express Co. | 0.42% | 220,639 | $59.8M | Reduce -1.0% |
| EXPD Expeditors Intl Wash Inc. | 0.42% | 455,233 | $59.8M | Reduce -1.1% |
| RPM RPM International Inc. | 0.42% | 493,999 | $59.8M | Reduce -1.1% |
| A Agilent Technologies Inc. | 0.42% | 402,254 | $59.7M | Reduce -1.4% |
| AVY Avery Dennison Corp. | 0.42% | 270,316 | $59.7M | Reduce -0.7% |
| ICUI Icu Medical Inc. | 0.41% | 326,302 | $59.5M | Reduce -0.4% |
| SNA Snap-on Inc. | 0.41% | 204,252 | $59.2M | Reduce -0.8% |
| EVR Evercore Inc. Class A | 0.41% | 231,193 | $58.6M | Reduce -22.9% |
| IDA Idacorp Inc. | 0.40% | 563,332 | $58.1M | Reduce -2.2% |
| PAYC Paycom Software Inc. | 0.40% | 348,100 | $58.0M | Add +0.0% |
| AFG American Financial Group Inc. | 0.40% | 427,299 | $57.5M | Reduce -0.9% |
| TEL Te Connectivity PLC | 0.39% | 370,400 | $55.9M | Reduce -3.6% |
| ITW Illinois Tool Works | 0.39% | 213,006 | $55.8M | Add +4.5% |
Portfolio Sells Q2 2024 → Q3 2024
| TXRH Texas Roadhouse Inc. | Reduce -64.1% | 0.26% | −0.50 |
| JLL Jones Lang Lasalle Inc. | Reduce -55.4% | 0.56% | −0.46 |
| MSFT Microsoft Corp. | Reduce -0.8% | 3.88% | −0.45 |
| NTAP Netapp Inc. | Reduce -87.8% | 0.05% | −0.43 |
| GOOGL Alphabet Inc. Class A | Reduce -6.1% | 1.62% | −0.40 |
| HP Helmerich & Payne | Reduce -39.2% | 0.29% | −0.31 |
| GOOG Alphabet Inc. Class C | Reduce -1.6% | 1.47% | −0.28 |
| FIX Comfort Systems USA Inc. | Reduce -99.4% | 0.00% | −0.22 |
| CRI Carter's Inc. | Reduce -39.2% | 0.29% | −0.20 |
| MEDP Medpace Holdings Inc. | Reduce -17.9% | 0.30% | −0.18 |
| BJ Bj's Wholesale Club Holdings | Reduce -12.6% | 0.55% | −0.17 |
| CENTA Central Garden and Pet Co. Class A | Sold out | 0.00% | −0.16 |
| LKFN Lakeland Financial Corp. | Sold out | 0.00% | −0.15 |
| NKE Nike Inc. Class B | Reduce -36.2% | 0.36% | −0.15 |
| FLO Flowers Foods Inc. | Reduce -17.0% | 0.62% | −0.15 |
| FFIV F5 Inc. | Reduce -43.6% | 0.29% | −0.14 |
| RHI Robert Half Inc. | Sold out | 0.00% | −0.14 |
| MZTI The Marzetti Company | Reduce -19.9% | 0.31% | −0.13 |
| DCI Donaldson Co. Inc. | Reduce -5.3% | 1.36% | −0.13 |
| ATRI Atrion Corporation | Sold out | 0.00% | −0.12 |
| KLAC KLA Corp. | Reduce -20.9% | 0.26% | −0.11 |
| IBOC International Bancshares CRP | Reduce -14.1% | 0.53% | −0.10 |
| ADI Analog Devices Inc. | Reduce -11.3% | 0.51% | −0.10 |
| SFM Sprouts Farmers Market Inc. | Reduce -31.3% | 0.55% | −0.10 |
| TROW T Rowe Price Group Inc. | Reduce -5.8% | 0.47% | −0.09 |
| COP Conocophillips | Reduce -3.3% | 0.46% | −0.09 |
| MRK Merck & Co. Inc. | Reduce -1.0% | 0.50% | −0.09 |
| WSM Williams-Sonoma Inc. | Reduce -17.9% | 0.48% | −0.09 |
| SYK Stryker Corp. | Reduce -8.2% | 0.84% | −0.08 |
| POWI Power Integrations Inc. | Reduce -2.8% | 0.34% | −0.07 |
| DG Dollar General Corp. | Reduce -61.1% | 0.02% | −0.07 |
| ADBE Adobe Inc. | Reduce -0.0% | 0.46% | −0.07 |
| BDX Becton Dickinson and Co. | Reduce -6.7% | 0.60% | −0.06 |
| DOC Healthpeak Properties Inc. | Sold out | 0.00% | −0.06 |
| USPH U.S. Physical Therapy Inc. | Reduce -2.4% | 0.31% | −0.06 |
| MTX Minerals Technologies Inc. | Reduce -2.3% | 0.34% | −0.06 |
| SIGI Selective Insurance Group | Reduce -1.8% | 0.63% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -3.4% | 0.98% | −0.06 |
| EVR Evercore Inc. Class A | Reduce -22.9% | 0.41% | −0.06 |
| IDCC Interdigital Inc. | Reduce -21.2% | 0.49% | −0.06 |
| EWBC East West Bancorp Inc. | Reduce -20.7% | 0.27% | −0.05 |
| JPM JPMorgan Chase & Co. | Reduce -1.0% | 1.53% | −0.05 |
| UPS United Parcel Service Class B | Reduce -1.4% | 0.59% | −0.05 |
| APA Apa Corp. | Sold out | 0.00% | −0.04 |
| NTRS Northern Trust Corp. | Reduce -7.3% | 0.57% | −0.04 |
| MIDD Middleby Corp. | Sold out | 0.00% | −0.04 |
| PKG Packaging Corp. of America | Reduce -19.3% | 0.34% | −0.04 |
| SCI Service Corp. International | Reduce -14.5% | 0.32% | −0.04 |
| TEL Te Connectivity PLC | Reduce -3.6% | 0.39% | −0.04 |
| CRL Charles River Laboratories | Reduce -2.1% | 0.27% | −0.04 |
Portfolio Buys Q2 2024 → Q3 2024
| CFR Cullen/Frost Bankers Inc. | New | 0.75% | +0.75 |
| SMPL The Simply Good Foods Co. | New | 0.56% | +0.56 |
| ACLS Axcelis Technologies Inc. | New | 0.37% | +0.37 |
| MTDR Matador Resources Co. | New | 0.36% | +0.36 |
| DLB Dolby Laboratories Inc. Class A | Add +185.3% | 0.57% | +0.35 |
| WTS Watts Water Technologies-A | Add +60.4% | 0.75% | +0.31 |
| CLX Clorox Company | Add +5442.4% | 0.31% | +0.31 |
| PBH Prestige Consumer Healthcare | New | 0.29% | +0.29 |
| WTRG Essential Utilities Inc. | Add +117.3% | 0.53% | +0.28 |
| GPC Genuine Parts Co. | New | 0.27% | +0.27 |
| DHI D.R. Horton Inc. | Add +173.7% | 0.29% | +0.21 |
| LULU Lululemon Athletica Inc. | Add +360.0% | 0.25% | +0.18 |
| AMPH Amphastar Pharmaceuticals Inc. | New | 0.18% | +0.18 |
| COO The Cooper Cos Inc. | Add +1.5% | 0.96% | +0.16 |
| FDS Factset Research Systems Inc. | Add +9.3% | 0.95% | +0.13 |
| TFX Teleflex Inc. | Add +21.2% | 0.49% | +0.12 |
| JNJ Johnson & Johnson | Add +6.7% | 1.23% | +0.12 |
| HALO Halozyme Therapeutics Inc. | Add +54.0% | 0.27% | +0.10 |
| OGS One Gas Inc. | Add +10.4% | 0.54% | +0.09 |
| META Meta Platforms Inc. Class A | Add +41.4% | 0.22% | +0.08 |
| CINF Cincinnati Financial Corp. | Add +2.6% | 0.74% | +0.07 |
| AKAM Akamai Technologies Inc. | Add +28.9% | 0.22% | +0.06 |
| ZBRA Zebra Technologies Corp. Class A | Add +0.1% | 0.47% | +0.05 |
| FCPT Four Corners Property Trust | Add +9.5% | 0.27% | +0.05 |
| ON On Semiconductor | New | 0.05% | +0.05 |
| CHKP Check Point Software Tech | Add +0.1% | 0.51% | +0.05 |
| DE Deere & Co. | Add +1.6% | 0.73% | +0.04 |
| MAS Masco Corp. | Add +0.7% | 0.28% | +0.04 |
| CPK Chesapeake Utilities Corp. | Add +9.5% | 0.26% | +0.04 |
| ATO Atmos Energy Corp. | Add +0.6% | 0.34% | +0.04 |
| PAYC Paycom Software Inc. | Add +0.0% | 0.40% | +0.03 |
| MKC McCormick & Co.-Non VTG SHRS | Add +0.8% | 0.37% | +0.03 |
| ITW Illinois Tool Works | Add +4.5% | 0.39% | +0.03 |
| AWK American Water Works Co. Inc. | Add +258.6% | 0.04% | +0.03 |
| BF.B Brown-Forman Corp. Class B | Add +504.9% | 0.03% | +0.03 |
| BKNG Booking Holdings Inc. | Add +9.6% | 0.31% | +0.03 |
| LAMR Lamar Advertising Co. Class A | Add +2.0% | 0.38% | +0.02 |
| CME Cme Group Inc. | Add +1417.9% | 0.02% | +0.02 |
| NVDA Nvidia Corp. | Add +12.8% | 0.44% | +0.02 |
| CPT Camden Property Trust | Add +1.2% | 0.24% | +0.02 |
| HAE Haemonetics Corp. | Add +13.8% | 0.45% | +0.02 |
| DOX Amdocs Ltd. | Add +0.4% | 0.38% | +0.02 |
| LMT Lockheed Martin Corp. | Add +0.4% | 0.10% | +0.01 |
| AOS Smith (a.o.) Corp. | Add +0.1% | 0.47% | +0.01 |
| FELE Franklin Electric Co. Inc. | Add +0.6% | 0.48% | +0.01 |
| WEC WEC Energy Group Inc. | Add +0.1% | 0.08% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +14.7% | 0.08% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +5.1% | 0.09% | +0.01 |
| AZPN Aspen Technology Inc. | Add +5.3% | 0.04% | +0.01 |
| IWM iShares Russell 2000 ETF | Add +60.6% | 0.01% | +0.00 |
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 |